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P&L for Job Costing (Profit and Loss Report)

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Required Apps Inventory (stock)
Notes (note)
Project (project)
Purchase (purchase)
Discuss (mail)
Invoicing (account)
Employees (hr)
Community Apps Dependencies job_costing_cost_actual
odoo_job_costing_management
material_purchase_requisitions
Technical Name job_costing_profit_loss
License OPL-1
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Technical Name job_costing_profit_loss
License OPL-1

Introduction

This module delivers advanced job-level profitability analysis by generating detailed profit and loss reports for job cost sheets. It tracks actual invoice amounts, along with costs across materials, labor, and overhead, enabling businesses to assess performance for each job accurately. Reports are available in both PDF and Excel formats, enhancing financial transparency and decision-making.

Key Features

  • Assign job cost sheets and cost lines directly on customer invoices for precise tracking

  • Compute actual invoice amounts linked to specific job cost lines for detailed P&L mapping

  • View actual subtotals on job cost sheets separated into materials, labor, and overhead

  • Generate printable profit and loss reports in both PDF and Excel formats per job

  • Leverage structured cost breakdown to analyze job-level profitability efficiently

Benefits

  • Improves financial insight by breaking down job costs into meaningful categories

  • Facilitates accurate profitability evaluation for individual jobs or projects

  • Supports informed decision-making with clear cost and revenue visibility

  • Enhances reporting flexibility and accessibility via multi-format export

  • Boosts operational control by aligning invoicing with job-specific cost tracking

Compatibility & Technical Details

  • Technical Name: job_costing_profit_loss

  • Required Modules: Inventory, Notes, Project, Purchase, Discuss (Mail), Invoicing (Account), Employees (HR)

  • License: OPL-1 (Odoo Proprietary License)

  • Installation Steps:

    1. Install required foundational modules: Inventory, Notes, Project, Purchase, Discuss, Invoicing, and Employees.

    2. Install the job_costing_profit_loss module to enable job-level P&L reporting.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.