c2c-oerpscenario team mailing list archive

["qdp \(OpenERP\)" <qdp-launchpad@xxxxxxxxxxx>]

Hello,
Thank you for your suggestion! However this is unfortunately out of the scope of the current OpenERP release, so we cannot implement it.
Let's close this bug for now, for the sake of clarity in Launchpad, it can always be reopened later when we consider new features for future roadmaps.
Thank you for your understanding!


** Changed in: openobject-addons
       Status: Confirmed => Won't Fix

-- 
[trunk] missing standard filters
https://bugs.launchpad.net/bugs/626867
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Status in OpenObject Addons Modules: Won't Fix

Bug description:
I just post the result of the accounting expert list here

almost everywhere we need the following filters - please read the complete posting.

not having the "last ..... " filters makes the forms almost unusable especially for managers. (or everyone has to add these filters manually)

    * This month. (default)
    * This quarter.
    * This year.
    * Last month.
    * Last quarter.
    * Last year.


----------------------

Ferdinand Gassauer wrote:
> Hi!
>
> Now we get new forms with nice search views (apart the issue how to recognize
> pushed buttons)
>
> I want to point to the fact that for a manager the buttons found in
> Accounting / Reporting / Statistic reporting
> are not useful ENOUGH !!.
>
> invoice analysis
> * 365 days - what about 366 days ?
> * 30 days - what about 28/29/31 days ?
> * 7 days
> does it really mean the last 365 days - does someone need this
> I don't.
> or do we need what is mentioned below ?
>
> entries analysis
> * this year - hopefully fiscal year ?
> * this month
>
> IMHO for a manager this selection is almost useless.
> what he would really need (also) is
> * last year
> * last month
> * last quarter
> because that's what a manager is looking when he comes to office at the
> beginning of the next period (month / year / quarter)
>
> I also want to recall that many if not all business will
> * invoice outgoing sales during the first days of the next period forcing the
> old period
> * receive incoming invoices during the first days of the next period forcing
> the old period
>
> IMHO it is mandatory to add useful buttons.
>
> I assume this issue will be general for all modules.
>
> Opinions ?
>

+ 1, usually we don't want to see the last X days, but the last month.

I would vote for this default filters on the
analytic/financial-accounting-based analysis:

    * This period. (default)
    * This fiscal year.
    * Last period.
    * Last fiscal year.

And this ones for everything else (sales / purchases analysis):

    * This month. (default)
    * This quarter.
    * This year.
    * Last month.
    * Last quarter.
    * Last year.

--
Borja López Soilán
borjals@xxxxxxxxx