Community mailing list archives
Re: Sale and purchase workflowby
We are in version 7 here. I can agree that the workflow has created an issue. Though, once tweaked and trained for the staff, it isn't so bad. Am I right in saying that in 9, it allows up to "done" status to edit the order? Presume this is adjustable? I wouldn't want people here tweaking a sales order after delivery, but before invoicing.
This seems like the correct direction, certainly from my older 7 experience. I have yet to had chance to play with version 9, but I presume the customisation via the web front end "developer mode" is still available in 9? Not that it greatly matters, as I should really learn to write a module extending existing ones. I am looking to move, what is mainly a vanilla version to version 9. Barring the helpdesk, but that can be re designed, as it is mostly workflow and view changes. Also, a few new models and views creating to extend some areas for telecommunication work.
A lot of people are asking more information about the
changes in sale and purchase apps in Odoo 9, mostly the removal
of the workflow.
In short, we did a huge cleanup of the sale.* and
purchase.* modules while porting them to the new API. The result
in 5000 lines of code removed, for more features supported, and
no feature removed.
The v8 sale module had a lot of issues:
- not possible to modify a sale order (open orders)
- no way to handle inter-company invoicing based on delivery/receptions (only one of the two invoices was generated)
- not possible to invoice kits based on deliveries
- too many different ways to incoice customers: based on sale order, based on sale order lines, based on support contracts, based on regular contracts, based on expenses, based on delivery orders, final invoice on timesheets, ...
- those different invoice methods could not be mixed in a single sale order (sell physical products with a support contract on timesheets)
- some of these invoicing methods were very complex to configure: to invoice on timesheet, you had to: 1/ create a SO, 2/ create a contract, 3/ set a product on the employee form, 4/ set the analytic_user_function to know to role of the user, 5/ invoice from the contract...
- contracts (based on analytic accounts) are a pain. They are complex to understand (support contracts vs regular contracts) and to manage on a regular basis. (e.g. How do you make a quotation for a new support contract?)
Complete rewrite the sale and purchase modules. We
cleaned all the legacy code while porting everything to the new
API. The net result is 5000 lines of python code removed. Less
lines of code for more features is a good sign of something that
is technically clean.
*What are the main changes?*
In addition to the quantity ordered field on sale
order lines, you have three new fields: Qty Delivered, Qty
Invoiced, Qty to Invoice. Qty delivered can be set manually
(milestones of a project you invoice manually) or computed based
on timesheets or delivery orders. The two others fields are
The product has a new field "Invoice Method": based
on quantities ordered, based on quantities delivered (could be
timesheets), based on time and material (reinvoice costs or
So, whatever the products/services, you always
generate invoices based on sales order. All other methods
disappeared, you can do everything from the sale order.
The meaning of "Done" in sales order in different. In
v8, done means "delivered and invoiced". In v9, done means "you
can not change the order anymore". Delivered and Invoiced are
written on SO lines, not in the status.
We removed the workflow because it was a mess. For example, in version 8, the "state" field was used for the SO state (quotation --> sale order) as well as the invoice state and delivery state (done=delivered and invoiced). We splitted this in several computed fields:
- State: Quotation --> Sent --> Sale Order
- Invoice State: Nothing to Invoice, To Invoice, Fully Invoiced, Upselling Opportunity
- Delivered: quantities are set on SO lines
More over, as the user can edit the SO at any step,
workflows were not useful anymore. It's also much faster now.
*What are the improvements?*
Compared to v8, all complex use cases work perfectly
- single point of invoicing: sale order --> super
- you can mix any kind of services and invoice everything at once from the sale order: pre-paid support contract, project invoiced on milestones, physical products, extra travel and expenses, etc.
- the system manages upselling opportunities (when delivered quantities > ordered quantities). Example: you sell a support contract of 25h, when you arrive at 30h on timesheets, the sale order switch to "Upselling Opportunity"
- inter-company rules with invoice for both the supplier and the customer, based on delivered quantities
- invoice kits, based on delivered quantities
- handle correctly unit of measures: sell a support contract by "Pack 40h", work by hours in your timesheets
- modify a confirmed SO: it will handle delivery and invoicing correctly
change prices on a confirmed SO: some lines are readonly or not based on what have already been invoiced
- more efficient management of deposits
- 3 ways to track services: manually (set milestones as done), timesheet on contract (the v8 method), timesheets on tasks
- correctly handle the right product when a user do timesheet (defined by the SO line): you can work as a senior developer or on a support contract --> no need for analytic_user_function anymore
What about purchases?
We also reviewed purchase orders with a similar
concept (Qty delivered, Qty invoiced) In v8, you had three
methods to generate draft invoices: based on PO, based on PO
lines, based on receptions. It's much easier in version 9, there
are 0 methods :)
We don't pre-generate draft invoices anymore, but you
can select POs when you create a vendor bill: it will fill all
invoice lines automatically based on what can be invoiced
(received products or services).
No more problem of merge, partial invoices, control
of quantities if received in several steps, ...
It's very difficult to explain such a huge change in just a small email.
So I hope this small email helps,
You can get more information in the documentation,
some docs have been updated to the new process (check the sale