Hi, I have the following situation: Customer (Retailer) send us an LPO valid for specific period. Quotation is created and confirmed matching LPO. Within the validity of the customer LPO we might make one or several deliveries depending on the product availability. After the expiry date of the LPO we cancel all pending delivery orders. We try to cancel the LPO not possible. SO status remains Sales order. My Questions is how can we cancel the remaining of the SO, or change the status to Done? I d

Cancelling Balance of the SO / Changing the status to done

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

CRM
e-Commerce
Księgowość
Zapasy
PoS
Project
MRP

All apps

Wszystkie posty Osoby Odznaki

Tagi (Zobacz wszystko)

odoo accounting v14 pos v15

O tym forum

Pomoc

Cancelling Balance of the SO / Changing the status to done

v8 status sales.order sales_module done

2 Odpowiedzi

4892 Widoki

Emad Jaddo

Hi,

I have the following situation:

Customer (Retailer) send us an LPO valid for specific period.
Quotation is created and confirmed matching LPO.
Within the validity of the customer LPO we might make one or several deliveries depending on the product availability.
After the expiry date of the LPO we cancel all pending delivery orders.
We try to cancel the LPO not possible.
SO status remains Sales order.

My Questions is how can we cancel the remaining of the SO, or change the status to Done?

I do understand the logic of Odoo however our requirement is to set the SO to Done since we monitor Open SO frequently and it is confusing to keep those SO with Sales Order Status and the with the number of SO we create this can be troublesome.

Appreciate any help on this.

Fergus Tuomey

Emad,

Did you find a solution to this problem? I have exactly the same situation.

Fergus

Fergus Tuomey

Thanks for the response Emad. This was done previously. Unfortunately the sales order was not set to "Shipping Exception". It's still in "Sale to Invoice" status. Fergus

Emad Jaddo

Autor

If the status still Sale to invoice, there are still back orders there. Make sure you View Deliver orders, if you have made any partial delivery there you will see the delivery orders there and will be still open as a back order. That one needs to be cancelled. If you have not made any partial delivery then you will be taken immediatly to stock move, which you will need to cancel (if you want to cancel the entire SO). Once you do either of those and go back to the SO you should have the shipping exception there.

Fergus Tuomey

Emad,

Thanks again for the response. I got this sorted with the help of your advice.

Fergus

Emad Jaddo

Autor

Hi Fergus,

Yes we did. Basically, you will have to cancel all back order related to that sales order, which will set the Sales order to "Shipping Exception", then you will need to "Ignore Exception". This will make the status as "Sales Order" instead of "Sale to Invoice" and it will not show as open SO. When the payment is received for this sales order the status change to Done.

Hope this will help.

Podoba Ci się ta dyskusja? Dołącz do niej!

Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!

Zarejestruj się

Powiązane posty	Odpowiedzi	Widoki
Determine status of sales orders Rozwiązane status sales.order	2 kwi 20	9398
v12 : how to change the sales order state (status) from "Quotation" to "Sales" with an import ? import state status sales.order	2 lip 19	9222
Stock Move problem v8 uos sales.order stock.move	0 mar 15	3637
Product bill of material in sales order document Rozwiązane v8 quotation bom html sales.order	3 wrz 21	9554
How do you implement the Associations: Members website module? Rozwiązane v8	3 lip 25	8749

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!