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RE: Cancel done delivery order

by
hans.yonathan
- 03/26/2015 03:43:29

HI Anna,

 

I get the great news for you.

 

You can check this module:

 

https://www.odoo.com/apps/modules/8.0/sale_order_reopen/

 

 

Thank You.

 

Best Regards,

Hans Yonathan

Odoo Support

FALINWA Limited

Expert in Finance, Information System & Business Intelligence

Odoo Silver Partner

Website: www.falinwa.com

Tel. 13670137019 (China - Shenzhen)

 

From: Ana Juaristi [mailto:ajuaristio@gmail.com]
Sent: Thursday, March 26, 2015 3:36 PM
To: Community
Subject: RE: Cancel done delivery order

 

Now odoo included much more options than before about cancelling and changing so quantities and products. The only single bad thing is don't allowing SO going back to draft status. We did an small module that solves this problem
User wants different units be less or more and you never made transfer

Go to picking. Cancel or even erase.
Go to so. Cancel. Back2draft. Change anything. Confirm again
Thats all.
Not needed big developments to handle this situation.
Its valid for most of our customers.
Just my2cents

El 26/03/2015 06:17, "Ray Carnes" <raycarnes@hotmail.com> escribió:

I meant to send the email just to Luc.

Sorry for not bring clear.

My comment relates ONLY to the case when a customer changes their mind and wants LESS than what they originally wanted.

The example I gave parallels the case where there are only 8 units available at the time of order instead of the 10 requested.

Option 1 and Option 2 are related to the customer notifying me BEFORE the initial delivery is made and AFTER the initial delivery is made that they no longer want the two that need to be procured.

I was not commenting on the case when they want more or different items. I have not tested how this may or may not work out of the box.

Hope that is clearer!

Ray.


From: OpenERP Master
Sent: ‎3/‎25/‎2015 9:27 PM
To: Community
Subject: Re: Cancel done delivery order

Ray,

It almost sounds like you meant to send this email to someone else? Your case scenario isn't really 2 options, option 2 only becomes available if you partial deliver goods in the first step. Your business case revolves around backorder management, or the customer requests less quantity than what they ordered.

It doesn't do anything to describe a scenario where customer wants more than ordered, or they want different item altogether.

 

On Wed, Mar 25, 2015 at 9:42 PM, Ray Carnes <raycarnes@hotmail.com> wrote:

Hi Luc,


I am sending you this because at least the first situation "the Customer wants to decrease the quantity to be shipped for an ordered product" is handled (IMHO) out of the box with Odoo to the satisfaction of my customers, and I've never been asked to improve it after showing them how to do it.  In fact, it was Odoo that pointed this out to me when I asked how to handle the first case.


The README suggests "The end user is stuck with the system and can't do anything". 

 

I disagree.  My questions for you are:  Did you decide that this support is not adequate?  During which step?

 

My example:

 

1. the Customer wants to decrease the quantity to be shipped for an ordered product.

 

 

A. Create a Sales Order for 10 units

B. Confirm (Delivery Order is created for 10 units).

 

Option 1 - Customer tells you before you deliver any, that they want 8, not 10:

 

C. Edit the Delivery Order, change 10 to 8. 

D. Transfer

E. SO shows 100% delivered.

F. Create the Invoice, change 10 to 8.

G. Validate

H. Pay

I. SO shows 100% invoiced.

J. State of SO is set to DONE.

 

Option 2 - Customer tells you after you have delivered 8, that they only want 8.

C. Edit the Back Order, change 2 to 0.

D. Transfer 0 items (silly UI defect, you have to change the qty transferred also to 0 - this wasn't the case at v7).

E. SO shows 100% delivered.

F. Create the Invoice, change 10 to 8.

G. Validate.

H. Pay.

J. State of SO is set to DONE.

 

Let me know what I am missing.  This seems perfectly acceptable to me, apart from the UI glitch introduced at v8 by reserving.

 

Ray.




Subject: Re: Cancel done delivery order
From: joel.grandguillaume@camptocamp.com
Date: Tue, 24 Mar 2015 16:07:55 +0000
To: community@mail.odoo.com

 

Dear community,

Here is the final decision taken on Camptocamp side about those amendment process:

https://github.com/gurneyalex/sale-workflow/blob/8.0-sale_amendment/sale_amendment/README.rst

We start the devs now and it'll of course be publish under the OCA umbrella. It'll be composed by sale_amendment and purchase_amendment modules.

Hope you'll enjoy it !

Regards,

Joël



 

 

On Fri, Mar 20, 2015 at 11:35 AM, Nuria Arranz Velazquez <nuria@opusvl.com> wrote:

Eloquently put, +1

On 19/03/15 16:27, Joël Grand-Guillaume wrote:

<blockquote cite="mid:CACk3wOLkZHteo=7ASrcCGjd4Tmg5Mf+kuMrei+J0aOs2OpUjMQ@mail.gmail.com" type="cite">

Hi,


What a debate :) My opinion here is:

 * We need to educate our users properly

 * We need to set proper business process around to ensure those use cases below do not happen, at least not too much

 * We need to solve (without headache) the situation in the ERP in some cases where it make sense


I try to make an approach of what are the use cases where you need such a feature (and those use cases have to be resolved for : MTO, Drop ship and MTS). My below cases are based on drop shipping because it is the "worst" as you need a strong agreement from supplier (but the same happen with MTO). I take the assumption you agree to be nice with your customer.

1) Customer want to decrease the quantity to be shipped of an ordered product

=> We have remaining quantity to be shipped and the customer want less product, but still want some (so you can't cancel).

 - Ask supplier if ok, he says yes !

 

=> You're stuck with the system and can't do something. Only way out: cancel the remaining deliveries, SO goes in exception, say "manually corrected", do the same for PO, make a new SO and PO. That's not really good but it works.

 

2) Customer want to increase the quantity to be shipped of an ordered product

=> We have remaining quantity to be shipped and the customer want more of the product.

 - Ask supplier if ok, he says yes !


=> You're stuck with the system and can't do something. Only way out: make a new SO and PO. That's not really good but it works.


3) Customer want to cancel the remaining quantity to be shipped of a product

=> We have remaining quantity to be shipped and the customer want to cancel it. Here, it can work the following way only is you cancel all remaining, because if you have other line to be shipped, we have the same trouble than in 4)

 - Ask supplier if ok, he says yes !

 - Cancel the remaining picking

 - SO goes in exception, say "manually corrected"

 - Same for PO

 

Trouble => You don't have the historical value somewhere. You may log a note in the chatter, but well, this is not really clean as your SO contain the ordered quantity only.


4) Customer want to cancel a whole line of a product not yet shipped

=> Imagine you already ship some line, but still 2 lines to be shipped.

 - Ask supplier if ok, he says yes !


=> You're stuck with the system and can't do something. You cannot split a delivery so you can cancel the proper line. Only work around: make note in the chatter. Once you will have the only remaining line in a delivery, you'll be able to cancel it like 3)

5) Customer want to cancel a SO no yet shipped
 - Check with supplier it is OK
 - Cancel the pickings of the SO
 - Cancel the PO
 - Cancel the SO

6) Customer want to add a new product in existing confirm SO
Create a new SO :)

Conclusion

 * 5) and 6) are ok

 * 1) and 2)) are ok, but really boring task

 * 3) is boring if no other product, but if other product are here, it's like 4)...

 * 4) is may work, but is really the worst...

My solution would be not to bypass any of the system process, but provide automation so the task is not taking too much time, but overall it'll avoid to make mistake !

Solution 1:

 

- Create a wizard for SO, a wizard for PO that help the user to make those operations in a semi-automatic way (e.g. for 1) it will automatically cancel the remaining and create a new so with the wanted value).

- The wizard will always keep a link between canceled or done document and the new created one for audit purpose (like backorder in pickings)

- The document will always store the ordered quantity AND the new agreed one, with a log of what has been done. The user will have to provide a reason for his changes and it'll be logged

 

Solution 2:

- Create a wizard for SO, a wizard for PO that help the user to make those operations in a semi-automatic way

- The wizard will work at line level and "play" with the status of the line

    e.g. I have a confirmed SO line with ordered qty = 1000 ; I already ship 200 ; The user only wants 300 of the remaining 800

           => the wizard will:

                - Keep the original line and change quantity for 200, mark it as shipped

                - Add a new line with quantity 300, confirm it and generate the delivery

                - Add a new line with quantity 500, set state to cancel

 

- The user will have to provide a reason for his changes and it'll be logged

=> Regarding the accounting flow, for both solution, the wizard will try to cancel the invoice if any. If it cannot (e.g. already paid), it'll generated a full refund and set the proper line to "to be invoice" (will here to take care of the invoicing policy of the document).

 

Any preferred solution, comment or idea for me :) ?

Regards,

Joël

 

 

On Thu, Mar 19, 2015 at 3:02 PM, Lionel Sausin <ls@numerigraphe.com> wrote:

Le 19/03/2015 12:47, Eva Pinter a écrit :

> The problem we have to solve there is that the confirmation does 

> creates immediately delivery order on confirmation. This is causing so 

> much trouble because it then requires cancellation of delivery and 

> order, in case the customer changes his mind.

Unless I misunderstand your comment, as I wrote this problem was solved 

sooner this week in v8.

Now conform order => creates delivery

Cancel order => cancels delivery.

I juste tried on runbot, it works.

Just be careful if you make to order, you don't want to make the same 

things twice. But again, MTO doesn't lend itself to changing orders anyway.

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camptocamp

INNOVATIVE SOLUTIONS

BY OPEN SOURCE EXPERTS

 

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Division Manager

 

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