Managing flows
You must first of all set the different types of flows that can be generated in Akuiteo.
Then we will see how to create, from the generation of flows, the initial and expected budgets, as well as the actual sales and updated forecast of a project.
Finally, we will see how you can check the consistency in the generated flows, to be able to publish consistent summary reports.

From a Project record sheet, click on the Flow analysis tab, then on Create/Simulate the initial budget on the right of the Flows section.
The initial budgets can be created for the project from the following management objects:
- Quotation, validated and not associated with a billing table
- Sales order, non-validated and not associated with a billing table
- Sales order, validated and not associated with a billing table
- Validated resource table
- Validated billing table
- Validated quote request
- Non-validated purchase order
- Validated purchase order
As long as initial budgets are not fixed, you cannot deliver nor receive an order. You will not be able to create an invoice from a billing table as well.
If your project has a billing table, then you must validate it for the table to be included in the initial budget. In the same way, the quotations and the orders managed by the billing table must be associated with this billing table. To do so, you must fill in the "Billing table nb" section.
Note
If all your sales quotations and orders are associated with a non-validated billing table, your sales initial budget will be null. Besides, initial budgets of the "Other initial expense" type are created manually.

This feature consists in validating the selected flow.
From a Project record sheet, click on the Flow analysis tab, then on Validate the flow on the right of the Flows section.

From a Project record sheet, click on the Flow analysis tab, then on Update expected flows on the right of the Flows section.
The updated forecast corresponds to the updated value of a project: the remaining tasks (forecast) + the actual. Creating and reviewing different management objects influences your projects' actual and forecast values.
After generating and re-generating flows, the updated value of a project is therefore automatically updated. To access it, you just have to print the project's summary report.

From a Project record sheet, click on the Flow analysis tab, then on "create / generate IL / LP flows" on the right of the Flows section.
There are three ways to generate initial flows:
- When validating a sales quotation
- When validating a sales order
- From the flow analysis record sheet
In the first case, the operation enables you to perform a simulation. Therefore, you can re-validate your quotation and update your initial budget after having reviewed your quotation and modified the various management objects linked to your project.
In the second case, the creation of the initial budget cannot be reversed. It can no longer be modified. You must therefore perform simulations before validating an order.
Finally, the flow analysis helps you either to perform a simulation or to create the initial budget of the project you are working on.
Forecast budget
The forecast budget is automatically calculated when you create your initial budget. All the pending projects will be updated (actual end date not entered in the project record sheet).
The following management objects are taken into account when re-calculating the forecast:
- Quotation, validated and not associated with a billing table.
- Sales order, non-validated and not associated with a billing table.
- Sales order, validated and not associated with a billing table.
- Non-billed sales delivery.
- Non-validated sales invoice.
- Non-billed sales reception.
- Non-validated purchase invoice.
- Validated resource table.
- Non-billed lines in validated billing tables.
- Validated quote request.
- Non-validated purchase order.
- Validated purchase order.
Therefore, your project's forecast automatically varies depending on the revisions of quotations, orders, billing or resource tables, depending on deliveries or receptions and finally depending on issued invoices.
Note
The forecast budget - related to other incurred costs - is created manually.
Actual sales
A project's ' Actual sales' are created from the following management objects:
- Validated sales invoices and credit notes (BCO)
- Validated purchase invoices and credit notes (Purchase and Other incurred costs)
- Validated accounting entries manually entered using the general accounting module. (BCO, Purchase and Other incurred costs)
- Movements in inventory (Charge to inventory)
- Timesheets (LP)
The calculation of sales and purchase flows is only done for all the projects at once and by period (BCO, Purchase and Other incurred costs).
Regarding resources, you can choose between two options: all at once or by project.
When working on a project, it is sometimes necessary to take elements available in the inventory and allocate them to the project. To know the cost, Charge to inventory flows are automatically created when you validate a direct storage unit movement.
Note
After generating actual flows, if you modify management objects that are already transferred to the flows, then you can regenerate the three types of flows (BCO, Purchase and LP), all at once for all the projects or by project, for a given period.
Flow generation means creating flows from management objects that have never been transferred into the flows.

Regeneration means deleting existing flows and recreating them from managements objects that have already been transferred into the flows.
When regenerating flows, make sure you have specified the correct period as Akuiteo starts by deleting all the flows in the given period.
Usually, you must check all the relevant management objects before any flow generation.
- From a Project record sheet, click on the Flow analysis tab and click on one of the following options on the right of the Flows section: Regenerate the initial labor flows / the labor flows / the BCO flows / PM flows / the charge-to-inventory flows.