Fleet Route Accounting - Cost by Geographical Route
by Viindoo
| Lines of Code | 842 |
| Technical name | viin_fleet_planning_account |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_fleet_planning_account |
| Read description for | v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) Employees (hr) Fleet (fleet) |
| Included Dependencies | Fleet Drivers Management Fleet Booking & Trip Management Fleet Loading Capacity Fleet Operations Employee Documents Viindoo Unified Routing Framework Fleet Trip Accounting Fleet Cost & Revenue Accounting QR Code Mixin Viindoo Base Viindoo Accounting Advanced HR Management Viin Fleet API Request Logger Route Cost & Revenue Accounting Partner Working Calendar |
What that trip cost, on the route it ran
Fleet trips carried into analytic accounting: costs land on the route's analytic account, so a route can be read as a cost centre.
Fleet Route Accounting - Cost by Geographical Route (technical name viin_fleet_planning_account) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for fleet manager, controller, logistics planner, accountant.
At a Glance
The facts of Fleet Route Accounting - Cost by Geographical Route, version 1.0.0, in one place. Published by Viindoo.
How It Works
Three screens.
A trip on its route
The journey, the vehicle and the route the costs will be attributed to.
The costs it produced
The same analytic data the rest of the business is reported from.
The trips themselves
Dispatch is unchanged; what changes is what the accounting knows about it.
What You Get
Trips carried into analytic accounting on confirmation
Costs attributed to the geographical route
Analytic lines and journal items carry the route dimension
Reads with the standard analytic reporting
Works with the dispatch board and trips you already run
No new report to learn
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Trips
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
It attributes the costs that exist; what to charge is a sales decision.
Geographical routes come from the routing module - that is where the dimension comes from.
Fuel, services and payroll post as usual; this gives them a route.
A draft trip has nothing to attribute yet.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Fleet Route Accounting - Cost by Geographical Route?
Fleet manager
Sees cost per route, not just per vehicle.
Controller
Compares routes on the same analytic reports as everything else.
Logistics planner
Knows which journeys are worth running.
Accountant
Gets fleet costs with a dimension that means something.
Frequently Asked Questions
What does Fleet Route Accounting - Cost by Geographical Route do?
Fleet trips carried into analytic accounting: costs land on the route's analytic account, so a route can be read as a cost centre.
What does Fleet Route Accounting - Cost by Geographical Route not do?
It does not price a trip. It attributes the costs that exist; what to charge is a sales decision. It needs the routes layer. Geographical routes come from the routing module - that is where the dimension comes from. It does not post costs by itself. Fuel, services and payroll post as usual; this gives them a route. Trips must be confirmed. A draft trip has nothing to attribute yet.
Who is Fleet Route Accounting - Cost by Geographical Route for?
Fleet manager: Sees cost per route, not just per vehicle. Controller: Compares routes on the same analytic reports as everything else. Logistics planner: Knows which journeys are worth running. Accountant: Gets fleet costs with a dimension that means something.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_fleet_planning, viin_fleet_booking_account, to_geo_routes_account. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Fleet Planning (viin_fleet_planning): The trips and the dispatch board. Geographical Routes (to_geo_routes): The routes costs are attributed to. Fleet Foundation (viin_fleet): Services and costs on the vehicles themselves.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_fleet_planning_account; pre-sales questions go to sales@viindoo.com.
See Fleet Route Accounting - Cost by Geographical Route in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_fleet_booking.fleet_in_operation_trip_action
Need help with Fleet Route Accounting - Cost by Geographical Route?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Route analytic attribution happens when the trip is confirmed.
Fleet Route Accounting - Cost by Geographical Route
Note
Extends viin_fleet_planning (Fleet Operations) - see its documentation.
Note
Extends viin_fleet_booking_account (Fleet Trip Accounting - Cost & Revenue by Trip) - see its documentation.
This app adds one more cost dimension to your fleet accounting: the geographical route a trip follows. Once installed, confirming a trip quietly gives its route its own dedicated cost-tracking account, and every vendor bill for a route-linked vehicle service is split not just between the vehicle and the trip, but across Vehicle, Trip, and Route together - so you can see which routes are actually costing you the most, not just which vehicles or which trips.
Installation
Go to Apps.
Remove the default Apps filter and search for Fleet Route Accounting (technical name viin_fleet_planning_account).
Click Install - or simply install the two apps it builds on below, and Odoo activates this one automatically for you:
- Fleet Operations - route-aware trip planning and dispatch (see its own guide).
- Fleet Trip Accounting - Cost & Revenue by Trip - the per-trip accounting layer this app extends (see its own guide).
A third app, Route Cost & Revenue Accounting, is also required and installs alongside these automatically - it supplies the underlying Geographical Route analytic dimension.
Configuration
This app adds no configuration screens or settings of its own - everything below happens automatically the moment you confirm a trip or bill a route-linked service.
Access rights
Everyday use (confirming trips, logging services, billing vendors) only needs the fleet roles described in the Fleet Operations guide (Operator or Fleet Planning Administrator).
The screens that let you see this app's effect directly, however, all require a step up from the standard Billing access to full Accounting access ("Show Full Accounting Features"), granted by an administrator under Settings > Users & Companies > Users:
- Invoicing > Configuration > Analytic Accounting > Analytic Accounts - lists each route's own account directly, under the Geographical Route plan.
- Invoicing > Configuration > Analytic Accounting > Analytic Plans - shows the Geographical Route plan itself.
- The Analytic Items report and the Journal Items tab on a vendor bill - both show the Vehicle / Trip / Route cost split line by line.
If you only have standard Billing access, you can still do everything in the Usage section below - you simply will not be able to open the screens that display the route account and its cost split by name. Ask an administrator to raise your access if you need to review that reporting directly.
Usage
See a route get its own cost-tracking account when you confirm a trip
The first time a trip using a given route is confirmed, that route silently gets its own dedicated analytic account - no manual setup involved.
Open Fleet Operations > Trips > Planning.
Click a Draft trip that already has a Route assigned.
Click Confirm Trip in the statusbar. The trip moves from Draft to Confirmed.
Note
The route needs at least one waypoint to be confirmable - see Troubleshooting below. With full Accounting access, the new account appears by the route's name under Invoicing > Configuration > Analytic Accounting > Analytic Accounts, grouped under the Geographical Route plan (see Configuration above).
Bill a route-linked vehicle service and see the cost split across Vehicle, Trip and Route
When you bill a vehicle service that is tied to a trip, the cost is split across three accounts in one line - the vehicle's, the trip's, and now the route's too.
Open the confirmed trip and click the Services smart button (or go to Fleet Operations > Fleet > Services), then click New. Fill in Service Type, Vendor, and the cost under Unit Price. The Route field fills in by itself from the trip.
Save, then tick the new service row in the Services list.
From Actions, choose Create Vendor Bills.
On the Create Vendor Bills wizard, click Create and View Vendor Bills.
A draft vendor bill opens with one line for the service.
Click Confirm to post the bill.
Tip
With full Accounting access, open the Journal Items tab on the posted bill: the line's Analytic Distribution now spans three accounts - Vehicle, Vehicle Trip, and Geographical Route - each carrying its share of the cost, instead of only Vehicle + Trip as before this app was installed.
Review route-level costs in your accounting reports
With full Accounting access, the Analytic Items report lists every cost line by analytic account. Group or filter it by the Geographical Route plan to compare fleet costs by route the same way you already compare them by Vehicle or Trip - no extra setup needed, since every route-linked cost line already carries the Route tag from the moment it is posted.
Note
This screen needs full Accounting access (see Configuration above). If you only have Billing access, the cost split still happens automatically behind the scenes - you just cannot browse it by name yet.
Confirm existing trips were backfilled automatically after install
Installing this app does not leave older, already-confirmed trips behind - it retroactively creates the missing Route analytic accounts and re-splits already-posted vendor-bill costs for them too.
Open Apps and search for Fleet Route Accounting. Once installed, the card shows no Install button.
With full Accounting access, re-opening an older, already-posted vendor bill for a route-linked service shows its cost line's Analytic Distribution already carrying the Route dimension - historical reporting has no gap to fill in by hand.
Troubleshooting
- I confirmed a trip but cannot find its route's analytic account.
- That screen needs full Accounting access, not just Billing (see Configuration above). Ask an administrator to raise your access under Settings > Users & Companies > Users.
- The vendor bill's Journal Items tab does not show a Route column.
- That tab, and its Analytic Distribution detail, are only visible to users with full Accounting access.
- I get "You cannot confirm a trip which has no waypoint."
- That is an existing Fleet Operations rule, not something this app changes - the trip's route needs at least one waypoint before it can be confirmed. Add one, or pick a different route.
- Nothing seems to have changed after installing this app.
- The effect is intentionally invisible in day-to-day use - it only adds a reporting dimension. Confirm a trip and bill a linked service (see Usage above), then check the Analytic Items report with full Accounting access to see the Route dimension appear.
FAQ
- Do I need to configure anything before confirming my first trip?
- No - the Geographical Route analytic plan already exists once the required apps are installed, and each route's account is created automatically the first time it is used on a confirmed trip.
- Does every vendor bill for a fleet service get a Route split?
- Only service lines linked to a trip. A service with no Trip set is billed exactly as before - only vehicle-service lines that do carry a trip (and therefore a route) gain the extra Route dimension.
- What happens to trips and bills that already existed before I installed this app?
- They are backfilled automatically on install - see Confirm existing trips were backfilled automatically after install above.
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