Analytic accounts hierarchy, options

[Artem Braga]

Hello. 

 

I'd like to ask for an advice regarding the development of structure of analytic accounts for a company in Tryton. Company operates in 2 regions. There are some administrative departments, like HR and Finance which are shared between those two regions. In the ideal scenario, the hierarchy of analytic accounts for such case would be: 

 

Region XX 

   - HR department 

   - Finance department 

 

Region YY 

   - HR department 

   - Finance department

 

Such parent-child structure of analytic accounts would allow to generate analytics within regions as well as within departments. However, one and the same analytic account (HR department, Finance department) cannot be allocated to two parents (Region XX, Region YY). 

 

What would be your advice regarding analytic accounts structure for such case? Allocate some indices to departments name, like "HR department -XX" for Region XX and "HR department -YY" for Region YY? Any other options available? 

 

Thank you 

Artem 

[Sergi Almacellas Abellana]

El 28/02/17 a les 16:55, 'Artem Braga' via tryton ha escrit:

You can create two analytic accounts hierarchies: One for departments
and another for region.

--
Sergi Almacellas Abellana
www.koolpi.com
Twitter: @pokoli_srk

[Cédric Krier]

On 2017-02-28 07:55, 'Artem Braga' via tryton wrote:
> I'd like to ask for an advice regarding the development of structure of
> analytic accounts for a company in Tryton. Company operates in 2 regions.
> There are some administrative departments, like HR and Finance which are
> shared between those two regions. In the ideal scenario, the hierarchy of
> analytic accounts for such case would be:
>
>
>
> Region XX
>
> - HR department
>
> - Finance department
>
>
>
> Region YY
>
> - HR department
>
> - Finance department
>
>
>
> Such parent-child structure of analytic accounts would allow to generate
> analytics within regions as well as within departments. However, one and
> the same analytic account (HR department, Finance department) cannot be
> allocated to two parents (Region XX, Region YY).

No, you will have to duplicate them for each parent.

> What would be your advice regarding analytic accounts structure for such
> case? Allocate some indices to departments name, like "HR department -XX"
> for Region XX and "HR department -YY" for Region YY? Any other options
> available?

Indeed it seems that you try to cross two analytic axis:
Region ^ Department.

In your example, you will have this:

- Departments
- HR
- Finance


- Regions
- XX
- YY

This makes me thing that it could be interesting to have a module that
allow to filter the amount of an analytic axis by a sets of other
analytic accounts.
It will allow to see the department accounts but you could select XX in
the context and so the amount will only be used lines also flagged by XX
(but not YY).

--
Cédric Krier - B2CK SPRL
Email/Jabber: cedric...@b2ck.com
Tel: +32 472 54 46 59
Website: http://www.b2ck.com/

[Artem Braga]

Cedrik, Sergi, 

thank you for your inputs. Indeed, those two analytical axis should be segregated. But having the possibility for additional analysis with filterin option could be a great feature for managerial accounting. 

Best regards

Artem