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Edit Sales Order after a delivery has been done

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salesdelivery
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Mohamad Ali Chamas

Suppose there is a problem in the delivery. So, for example I made a delivery with for example : 100 pieces but I have in stock only 50 pieces and I want to edit the delivery note but I cannot do it. What is the best solution I can do without affecting the odoo workflow.

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Alouna Ahmad
Best Answer

Hi,

your question is :"how to modify  validated(Done) delivery order or draft/waiting/ready delivery order?"

Note : images from Odoo v16 but the behavior is the same in previous versions

for first option:

1. suppose you confirmed 100 units

Note : the line will appear in red color when there is no available quantities



there will be one record in valuation layer,but the entire quantity in inventory report will be -50

record in valuation layer:


inventory report:




2. go to delivered transfer (status : Done) and click on "UNLOCK" button, then edit previously "Done" quantity for 50.



Note: this will create another stock.valuation.layer record with updated quantity


the inventory report will be updated (no negative quantities for this product)

Note : this option will work if you do not want to update sales order

the second option would be to create "RETURN" and update Sales Order: (which I recommend)

1. same as first option
2. on delivery order click "RETURN", then update quantities to "50" and keep update sales order checked.


3. the quantity will be updated on sales order, and return transfer will be created


Note : the return transfer will update negative quantities in inventory.

Hope this will help.












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Mohamad Ali Chamas
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Thank you Alouna for this elaboration, I appreciate it and it surely helped. I have one more question: Suppose I am creating a new SO and I am adding inside the lines a product called delivery but it is defined as a service and not storable product, and upon creating an invoice I want this product to be shown in the invoice lines automatically without me adding it manually. Do you have any solution that I can do without affecting odoo's workflow? Thanks

Alouna Ahmad

Hi,
1. first option :you could use "Delivery methods" feature on inventroy settings this will allow you to calculate shipping costs based on your own specified rules. (recommended)
2. second option: create service product with invoicing policy "ordered quantities" , and use it by adding product manually to sales order.

Mohamad Ali Chamas
Author

Thank you!

Kenneth Loh

What if this is a Manufactured item and you need to trigger another Manufacturing order? Do you manually create another manufacturing order for this? If you do this, what about the original sales order line?

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