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doo 17.2

Release Notes


General

Activity plans: timing

Define the timing of each activity of an activity plan.

Filter records with mobile search panel

Easily filter records on mobile with the new search panel: view and manage filters directly in apps like HR or Expense without intermediary screens.

Install mobile app

Directly install the Odoo PWA on mobile devices from the user menu.

Readable URLs

Odoo now generates readable URLs that show where they lead and can be manually edited more easily.

Search bar

Re-launch a search by clicking on the magnifying glass icon in the search bar.


Accounting

Ascending/descending report dates

Switch the order of your date columns (ascending/descending) when using date comparisons.

Bills payment wizard: QR codes

The vendor bills payment wizard integrates QR codes for outgoing payments.

Invoice Analysis report

The Invoice Analysis report offers margin and a simple inventory valuation measure based on customer invoices and vendor bills without requiring the Inventory app.

Reconciliation wizard

The amount is editable when reconciling a single journal item through the reconciliation wizard, allowing for partial write-offs.

UBL invoice import

When importing a UBL (XML) invoice, Odoo will populate the bank account found in the XML on the partner if possible.

Warning for potential duplicate invoices

A potential duplicate warning is displayed when editing a customer invoice if it could be a duplicate of another one by comparing the customer, the date of the invoice, and its amount.


Localizations

Australia

Accounting. added support for tracking deferred GST. Added new "W" payroll sections to the BAS report. Added new flow to support other amounts withheld (W3). Payroll: added support for Ordinary Time Earnings. Manage both super guarantee and concessional super contributions. Manage workplace giving and director fees.

Belgium

The Individual Accounts report was improved and displays more content.

Brazil

Added the PIX payment method to collect payments. 

Bulgaria

Added Bulgaria National Bank as an available currency rate provider.

Canada

Generate batch payments to vendors (EFT) through a CPA005 file.

Cyprus

Added the base localization package: chart of accounts, taxes, fiscal positions, balance sheet, profit and loss, and tax report).

Ecuador

Integrated EDI invoice management with the eCommerce workflow. Portal contact information is now editable. Select the withholding base account to be used.

India

Departments are now available on payslips.

Malaysia

Added the statement of account report. Added Bank Negara Malaysia as a currency rate provider.

Mexico

Implemented Carta Porte 3.0. Improved XML invoice import: withholding taxes support, improved bill duplicate detection using the Folio Fiscal ID, invoices are marked as "to check" when a potential problem occurs during the import (such as bad tax detection).

Morocco

Export the tax report in XML format.

Peru

Added the detraction amount to the invoice's PDF report. Integrated EDI management with the Point of Sale order and eCommerce order workflows.

Spain

Factura-e: added the possibility of filling in Invoicing Periods and changing Payment Means on invoices.

USA

Accounting: added a compatibility module between the Amazon module and the Avalara tax computation. Payroll: generate a CSV file with an overview of the hours worked and time off to import into ADP.

Zambia

The base localization package was added: chart of accounts, taxes, fiscal positions, balance sheet, and profit and loss report.


Appointments

Conflicting meetings warning

Get a warning when an attendee already has a meeting planned, even if the "Employees on Appointments" module is not installed.


Approvals

Filters

Added new filters and "group by" options.


Barcode

Group batch lines and disable add product

Group batch lines of the same product. Disable adding unwanted products in picking.


Dashboards

Visibility

Publish dashboards to make them visible to others or keep them private.


Discuss

Persistent composer

Stop losing the content of your messages when switching from the full to the small composer of the chatter due to a network connectivity issue or accidentally clicking the close icon.

Private/shared canned responses

Create private or shared canned responses from the Discuss app.


Email Marketing

Optional contact name split

Split mailing contacts into a first and last name.

Recipients' clicks

See which recipients clicked links in mailings.

Tracker granularity

Track multiple links leading to the same URL and see which one gets the most clicks.


Employees

Skills

Improved content and usability of the skills library.


Events

Visibility

Let everyone, only logged-in users or people with a link, register for an event.


Expenses

Report in Next Payslip improvements

The interoperability between the Expenses and Payroll applications is improved. Posting the Misc salary entry triggers the expense vendor bill creation, post, and reconciliation. The vendor bill is immediately reconciled with its payable counterpart in the Misc entry. The bill is considered as Paid. Moreover, users can now remove expense reports from draft or canceled payslips.


Field Service

Pick up products

View the products to pick up for field service tasks through a smart button.

Plan by location

Group field service tasks by location to plan efficient travel between job sites.


Fleet

Contracts UX uniformization

Changed the vehicle Stages and made various usability improvements.


Inventory

Create backorders in advance

Split pickings before validating, allowing deliveries at two different locations or dates.

Cross-company lots/serials

Lots and serial numbers are now fully traceable through multiple companies. When doing an inter-company transfer, serial and lot numbers remain.

Pull to push rules and flexible routes

Push rules are now triggered when a transfer is validated. Since transfers are not created in advance, it allows more flexibility. Transfers waiting for another transfer are no longer polluting the space. All default multistep routes have been redesigned to reflect this change.

Tracking at delivery

To ease the transfer of tracked products that are not tracked at reception, they appear as non-tracked products in transfers.

User rights: inventory adjustments

Users can now apply inventory adjustments.

View empty locations

See which locations are empty from the locations list view.


Knowledge

Excalidraw boards

Insert Excalidraw drawing boards into Knowledge articles.

Shared articles

When a published article is shared, the "public article" navigation panel is no longer displayed.


Live Chat

Discuss and command palette shortcuts

Join or leave Live Chat channels directly from the Discuss app or the command palette.


Manufacturing

Product catalog to various MRP scopes

Added the existing product catalog to the following MRP scopes: Bills of Materials (Components, By-products), Manufacturing Orders (Components, By-products), and Repair Orders (when the product has a BoM). 

Payroll

Automatic localization installation

The localization is automatically installed if it exists for your country.

Salary configurator: bicycle categories

Fleet: in the salary configurator, bicycles are displayed in categories.


Planning

Consider availability

Prevent scheduling shifts on days when employees are unavailable to work by considering availability when generating recurring shifts.


Point of Sale

QR code payments

Customers can now pay using their bank application.

Restaurant: predefined internal notes

Define frequently used internal notes (e.g., "No dressing" or "Emergency") to be added to orders with the click of a button.


Project

Consider deadlines

Automatically consider deadlines when scheduling tasks in batches from the Gantt view.

Display deadlines in Gantt view

View at a glance the start and end dates of a project from the Gantt view of its tasks.


Purchase

New purchase agreement type

Added a new type of purchase agreement to create requests for quotation with fixed quantities easily.

Tracked products: generate lot numbers

Generate lot numbers when receiving tracked products.


Recruitment

Duplicated applications management

Display information about duplicated applications on the website. Recruiters can refuse all duplicates at once.

Mass email templates

Use an email template when sending an email to multiple applicants at once.

Refuse an offer

In the salary configurator, use the feedback button to discuss with the recruiter. In Recruitment, refuse an offer and provide a reason.


Referrals

Refused referees filter

Added a filter to display refused referees.


Sales

Product documents on email templates

The "Send quotation" and "Order confirmation" email templates have been adapted to mention product documents available for the customer in the portal.

Quotation templates sequence

Sort quotation templates by order of importance.


Sign

Optional reminders

Control signature reminders and disable them in a single click.


Social Marketing

Image-only posts

Publish posts only containing an image on social media.


Spreadsheet

Automatic expansion

Multi-cell formulas add rows or columns to display all results.

Cell comments and tags

Insert comments and tag someone on cells.

Checkbox and dropdown

Insert checkboxes and dropdown lists.

Data tables

Data tables allow quick sorting, styling, and filtering of data as well as adding new records.

Enhanced gauges

Improved gauge charts visuals.

Import/export groups

Groups are now included when importing or exporting data.

New formula: INDIRECT

Added a new formula that returns the content of a cell, specified by a string.

Partial VLOOKUP

Support of partial match in VLOOKUP formulas.

Pivot enhancements

Edit and add measures and dimensions in ODOO.PIVOT.TABLE.

Scatter charts

Added scatter charts.

Tables autofill

Adding a formula in a new column autofills the whole column.

Version history: restore

Restore a previous version from the version history panel.


Studio

Edit buttons

Change button labels in form view and highlight them as primary or secondary buttons.


Subscriptions

Automate future payments

When customers pay an invoice related to a subscription with a payment method that can be saved, a checkbox offers the ability to automate future payments.

Recurring plan on eCommerce

Customers can select a recurring plan on the eCommerce product pages.


Surveys

Rewards for quick answers

Improvement of the "rewards for quick answers" option.

Access restriction

Restrict access to sensitive surveys and assign multiple people to manage surveys with the "Restricted to" field.

Scaling question type

Added a new question type: scale.


Time Off

Duration Hours in reporting

Reports are now displayed in days and hours.

Warning message

Improvement of the warning to use days before the end of an allocation.


Website

Shapes animation speed

Customize the animation speed of background shapes.

Title - Image building block

Added the "Title - Image" building block to replace the Picture building block.