Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Multi-company budget for a multi-company report - add a company field to budget lines #620

Open
SAnnabelle opened this issue Aug 7, 2024 · 2 comments

Comments

@SAnnabelle
Copy link

Issues :

To have a mis report with a budget column available for companies A and B. The budget must be adapted according to the company in which you are working. We are therefore obliged to use a budget that is configured without a company. Because if you set a budget associated with company A, you will only see data in the budget column when you are connected to company A and not when you are connected to company B.

Currently, there are no companies on the budget lines. So if you configure a budget without a company and put it in the budget column of the report, you will always see the same amount, whether you are logged in to company A or company B. This is not intended, as the budget is different depending on the company.

Solution:
Add a company field to the budget lines. It must take the value of the company on the budget (if defined) and if it is not defined on the budget, then it must be defined manually on the lines.
In the report, if a column has a budget, the amount displayed in the budget column must be the sums of the budget lines associated with the query companies in the report, i.e. query_companys_ids.

@sbidoul
Copy link
Member

sbidoul commented Aug 8, 2024

This is for Budgets by KPI, correct?

Related #589

@SAnnabelle
Copy link
Author

Yes it's for budgets by KPI

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Projects
None yet
Development

No branches or pull requests

2 participants