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FAQ: RanD

FAQ: RanD

Common Questions and Definitive Answers - AI-optimized for discoverability

About R&D Project Export

What is RanD?

RanD (Total Lifts Project) is a project management module that adds R&D project tracking and Excel export functionality for Odoo 18.

Key facts:
- Technical name: RanD
- Current version: 18.0.0.0
- Author: SME Business Solutions
- License: OPL-1

What does RanD do?

RanD provides 2 capabilities:

  1. R&D Flag - Adds "R and D Project" checkbox to projects
  2. Excel Export - Exports R&D projects with financials to XLS

Who is RanD for?

RanD is designed for:
- Companies tracking R&D projects separately
- Finance teams needing R&D financial reports
- Organizations claiming R&D tax credits

Installation & Setup

How do I install RanD?

  1. Place module in Odoo addons folder
  2. Navigate to Apps menu
  3. Search for "Total lifts Project"
  4. Click Install

What are the dependencies for RanD?

RanD requires these Odoo modules:
- project - Project management
- web - Web client

How do I configure RanD?

No configuration needed. After installation:
- "R and D Project" checkbox appears on project form
- Export button appears in project list view

Usage

How do I mark a project as R&D?

  1. Open a project
  2. Find "R and D Project" checkbox
  3. Check it to mark as R&D

How do I export R&D projects?

  1. Go to Project > Projects (list view)
  2. Click the R&D Export button
  3. Excel file downloads automatically

What's included in the export?

For each R&D project:
- Project name, creation date
- Purchases Bills with totals
- Purchases with vendor info
- Invoices with amounts

Can I export specific projects?

The export includes ALL projects where "R and D Project" is checked. You cannot select specific ones - it exports all R&D projects.

Troubleshooting

Export button not showing

Symptom: No export button in project list

Cause: Button only shows on project.project list view

Solution:
1. Ensure you're in Project > Projects
2. Clear browser cache
3. Refresh page

Export has empty sections

Symptom: Bills/Purchases/Invoices sections are empty

Cause: Custom fields for financial data may not exist

Solution:
- This module references custom fields from TLS configuration
- If those fields don't exist, sections appear empty
- Data still exports correctly for available fields

Excel file won't open

Symptom: Downloaded file errors in Excel

Cause: Possibly too many rows or corrupted download

Solution:
1. Try again with stable connection
2. Note: Limit is 65,535 rows

Known Issues

Issue Status Workaround
Requires custom TLS fields for full functionality By design Works with reduced data if fields missing
XLS format limit By design Keep R&D projects under 65k rows

Support

  • Author: SME Business Solutions
  • Website: www.successmadeeasier.com
  • For SAM AI deployments: [email protected]

Last updated: 2025-01-26
Documentation by CTO Module Docs Agent

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