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Practical Information: Scenario To Be

This document discusses setting up Odoo to manage the delivery of IT equipment packs to schools by a customer. It involves: 1. Creating a sales order that automatically generates two related transfer documents - a pick and out document. Both have a default scheduled date from the sales order validation date. 2. Allowing discussion with the school to set the delivery date on the out document, which then automatically updates the pick document's date. 3. The logistician prepares the packs according to the pick document's date and validates it with a barcode scanner. This makes the out document ready status. 4. Materials are delivered on the scheduled date and the out document is validated.

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33 views

Practical Information: Scenario To Be

This document discusses setting up Odoo to manage the delivery of IT equipment packs to schools by a customer. It involves: 1. Creating a sales order that automatically generates two related transfer documents - a pick and out document. Both have a default scheduled date from the sales order validation date. 2. Allowing discussion with the school to set the delivery date on the out document, which then automatically updates the pick document's date. 3. The logistician prepares the packs according to the pick document's date and validates it with a barcode scanner. This makes the out document ready status. 4. Materials are delivered on the scheduled date and the out document is validated.

Uploaded by

gromov.kirill1
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Practical information

Odoo Version: 12
Current Platform: Online
Production Database URL: mycompany.odoo.com
Test Database URL:
Admin Login: [email protected]

Business Need
The customer delivers IT equipment in schools. An important and time consuming aspect of their
flow is the preparation of the packs of material that they deliver to the schools.
In order to facilitate the process, they are going to work – for some of their packs of material- with the
two steps outgoing process (picking and delivery).

The scheduled date on a delivery is important in their case as each scheduled date is being discussed
with the school first and then modified on the delivery according to the needs.

The logistician has to prepare the packs on the same date as the delivery. The scheduled dates on
both documents should absolutely be the same so that the logistician can directly see the pickings he
has to do today.

Secondly, at sales confirmation both documents are created together but it’s not easy to see the
relation between the documents. To ease the process, they should be able to switch quickly from one
document to another

Functional Analysis:

Scenario to be
1. Create a sale order with lines
2. Validation of a Sale Order
3. Automatic creation of 2 related transfer documents:
- WH/ PICK -> at this stage, the status of WH/ PICK is "waiting"
- You can see on the WH/PICK the link to the WH/OUT
- WH/OUT -> at this stage, the status of WH/ OUT is "waiting another operation" (waiting for the
WH/PICK to be validated)
- You can see on the WH/OUT the link to the WH/PICK

Both documents have a default "scheduled date" computed according to the validation date of the
Sales Order.
4. Discussion between [CLIENT] and the schools (customer) to fix a certain delivery date on WH/OUT.
5. The schedule date is set on the WH/OUT. The same date is set automatically on the WH/PICK. The
date on the WH/PICK cannot be changed manually
6. According to the definitive scheduled delivery date, the logistician will prepare the packs in the
warehouse and will validate WH/ PICK with barcode scanner when the pack is ready in their
warehouse. Once WH/PICK is validated, the status of WH/OUT becomes "Ready".
7. The material is delivered on the scheduled date to the schools and WH/OUT is validated.

Technical Analysis
Module Setup:
Feature: Date synchronization
● Change view of stock.picking:
○ If operation type = pick => readonly
● Business flow change:
○ When editing schedule date of stock.picking check other picking from the same
group_id
○ if type = pick: set the same date

Feature
● Data Model:
○ Add two computed fields (out_id, pick_id): Many2one to stock.picking
● Business Flow Change:
○ How to compute the fields
■ from the picking, find the other picking from the same group
■ out_id will have the picking with the operation type out
■ pick_id will have the picking with the operation type pick

● View Change: 0.5


○ Add the 2 fields on stock.picking form view
■ show out_id only if operation type is pick
■ show pick_id only if operation type is out

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