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Re: Cancel done delivery orderby
Eficent Business and IT Consulting Services, S.L.
Then I will not follow my proposed approach. I will try support you as much as possible to complete "sale_amendment" and "purchase_amendment", and possibly start with the features that you proposed to add quantities/products to an existing SO/PO.
Hi Joël,Certainly, adding new products to the same SO/PO would be great.
On Tue, Apr 21, 2015 at 6:42 PM, Joël Grand-Guillaume <firstname.lastname@example.org> wrote:
Thanks to come back on this one.The only point is, for the first release, those use cases won't be implemented by us (a matter of budget). But from a technical point of view, nothing forbid the contributors to implement this use case : everything will be ready to support it !* Adding new quantity/product in a PO will update the incoming shipment* Adding new quantity/product in an SO will trigger the according procurementHi,That's a good point: adding new products will be very much appreciated as well.
Your suggestion is good. Note that if the PR mentioned in my last mail is accepted by Odoo, I think we have everything to include this use case in the sale_amendment and purchase_amendment modules. As we'll follow the standard process in this implementation:
Regards,JoëlOn Tue, Apr 21, 2015 at 5:12 PM, Jordi Ballester Alomar <email@example.com> wrote:Hello,Following up on this topic, in the scenario where new products are ordered (in PO or SO), the agreed solution is to create a new SO/PO.But users are fustrated because the supplier/customer already refers to the initial contract. I think that it would be interesting to indicate that the new SO/PO is an addendum  of a previous SO/PO, and make sure that both appear in subsequent references in Incoming Shipments / Invoices.For example, PO/0001 is created and approved.However, for whatever reason, the supplier will send an additional item under the umbrella of the first PO (maybe because they ship in quantities multiple of 10, and we ordered 8).The user then creates a new PO, PO/0002, with the extra 2 items, and adds in the field 'Addendum of' the PO/0001.When the user creates the Incoming Shipment IN/0002 from PO/0002, the field 'Addendum of' is copied from the PO, and the field 'Reference' says "PO/0002 (addendum of PO/0001) "When a user searches for Incoming Shipments based on PO/0001, the application will list IN/0001 and IN/0002 (that is, the original contract and all subsequent addendums).When the user creates the Invoice from the Incoming Shipment, the field 'Source Document' says "IN/0002: PO/0002 (addendum of PO/0001)".When a user searches for Supplier Invoices based on the reference field including PO/0001, the application will list all invoices for the original contract, as well as subsequent addendums.Please let me know your thoughts on this one.Regards,Jordi.JoëlBest regards,We would appreciate your support on this one, the goal is to treat the canceled SO lines properly and with consistency in all Odoo.Dear Community,Quick follow up on this topic, we discover that Odoo isn't handling the Sale Order line states correctly. That means, cancelling a sal order line (even through the menu, using standard Odoo features) doesn't work properly as in various places the code doesn't exclude the SO line at state "cancel" (for example in procurement management, in the re-creation of deliveries, etc...). Also, in some places, the code is handling the canceled SO lines properly.
So we suggest a PR here to fix that:
https://github.com/odoo/odoo/pull/6036It doesn't do anything to describe a scenario where customer wants more than ordered, or they want different item altogether.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.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.Tested in Odoo runbot http://56939-8-0-3540ec.runbot7.odoo.com/A. Create a Sales Order for 10 unitsB. 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. TransferE. SO shows 100% delivered.F. Create the Invoice, change 10 to 8.G. ValidateH. PayI. 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
Date: Tue, 24 Mar 2015 16:07:55 +0000
To: firstname.lastname@example.orgJoëlRegards,Hope you'll enjoy it !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.Dear community,Here is the final decision taken on Camptocamp side about those amendment process:
Eloquently put, +1<blockquote cite="mid:CACk3wOLkZHteo=7ASrcCGjd4Tmg5Mf+kuMrei+J0aOs2OpUjMQ@mail.gmail.com" type="cite">
On 19/03/15 16:27, Joël Grand-Guillaume wrote:
* We need to solve (without headache) the situation in the ERP in some cases where it make sense* We need to set proper business process around to ensure those use cases below do not happen, at least not too muchHi,* We need to educate our users properly
What a debate :) My opinion here is:
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 :)
* 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 !
- 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
- 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 :) ?
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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