Issue Tracker

https://botle-buhle-staging.odoo.com/web#action=515&active_id=1&model=stock.picking&view_type=list&cids=1&menu_id=329

1.Access rights for the finance team per the excel document sent through

Xolani Radebe

Jul 29

Dec 7

System Writer

hussein@bbb.co.za

UAT85

New

Inventory

Purchase Orders

Please grant me access to the inventory module. I need to export data from Odoo and compare it to Pastel.

Xolani Radebe

Aug 5

Dec 7

System Writer

reabetswe@bbb.co.za

UAT86

New

Purchases

Purchase orders

Customs VAT is included as a landed cost incorrectly

The Unit Cost and the Total have a USD symbol when they are actually rands

We cannot manually prove the calculation of the Actual cost

Sep 30

Dec 7

System Writer

UAT69

New

Finance

Credit Note linked to an Invoice

How should we be allocating the credit notes to prior invoices?

Jul 22

Dec 7

System Writer

UAT8

In Review

Products

This only needs to be considered for go-live:

Set the “Can be Sold”, “Can be Purchased” and Archive based on our Pastel statuses:

Active

Discontinued

Inactive

Email was sent on 19 April with Subject Line: Forecasting Model Fields

Liz: Not a good idea to get these fields mixed up with Active Statuses. Let’s rather discuss what and how they are used and give you a different field. There’s already an active field but discontinued might need to be a new one

Normal Products

Active =

[T] Can be sold

[T] Can be purchased

[Active] / Archive

[F] Discontinued

Discontinued =

[T] Can be sold

[F] Can be purchased

[Active] / Archive

[T] Discontinued

Inactive

[F] Can be sold

[F] Can be purchased

Active / [Archive]

[T] Discontinued

Kit / Manufactured Products

Active =

[T] Can be sold

[F] Can be purchased

[Active] / Archive

[F] Discontinued

Discontinued =

[T] Can be sold

[F] Can be purchased

[Active] / Archive

[T] Discontinued

Inactive

[F] Can be sold

[F] Can be purchased

Active / [Archive]

[T] Discontinued

Raws / Consumables

Active =

[F] Can be sold

[T] Can be purchased

[Active] / Archive

[F] Discontinued

Discontinued =

[F] Can be sold

[F] Can be purchased

[Active] / Archive

[F] Discontinued

Inactive

[F] Can be sold

[F] Can be purchased

Active / [Archive]

[T] Discontinued

⁠

@Monique Truter⁠

: Discontinued status has been added on Product

Monique Truter

Jul 21

Dec 7

System Writer

UAT71

In Review

Sales

Pricelist

https://botle-buhle-staging.odoo.com/web#id=&action=599&model=purchase.order&view_type=form&cids=1&menu_id=391

We need to get the template price list that also shows Catalogue Status.

⁠

@Liz Collins⁠

⁠

@Monique Truter⁠

⁠

, please send us a template so we can start testing this.

(PO) I have received this and will populate it this week.

⁠

@Monique Truter⁠

: please test again - we have added Catalogue Status to the pricelist item and product form view

Paul Ontong

Jul 25

Dec 7

System Writer

UAT73

In Review

Purchases

Orders>Purchase Orders

The earliest payment date on a purchase order does not update when a confirmed shipment date and bill of lading date are entered. It seems to always be based on the requested shipment date.

⁠

@Jake Lerman⁠

we’ve updated this to follow the following logic:

Calculate Earliest Payment Date from Requested Shipment Date (using payment terms set on the Vendor) if no Confirmed Shipment Date has been captured

If Confirmed Shipment Date is captured, recalculate the Earliest Payment Date from Confirmed Shipment Date

Please advise what the additional required logic would be for the Bill of Lading Date (do we re-calculate from the Bill of Lading Date once that has been captured?)

Monique Truter

Jul 26

Dec 7

System Writer

jake@bbb.co.za

UAT81

In Review

Sales

Returns Checking Slip

Create a returns checking slip that is basically the same as the Sales Order Delivery slip.

⁠

@Monique Truter⁠

: please test again

Monique Truter

Jul 28

Dec 7

System Writer

UAT80

In Review

Sales

Automatically check availability

https://botle-buhle-staging.odoo.com/web#id=&action=599&model=purchase.order&view_type=form&cids=1&menu_id=391

Need to ensure that the Sales Order will automatically “Check Availability” for us.

Please test again

Monique Truter

Jul 28

Dec 7

System Writer

UAT61

In Progress

Purchases

Orders > Purchase Orders

https://botle-buhle-staging.odoo.com/web#action=510&model=stock.picking.type&view_type=kanban&cids=1&menu_id=329

Foreign Purchase Orders - How do we account for the additional costs?

Not able to put in commission amount - was done but not pulled through (As per Paul)

Note that I don’t have the disclaimer at the bottom to add a ‘note’ or ‘comment’

Monique Truter

Jul 22

Dec 7

System Writer

cornel@bbb.co.za

UAT66

In Progress

Inventory

Inventory/Inventory Overview

Finance need to understand how to use - breakages, internal transfers, manufacturing, transfers to supplier, and we need to understand how to wok with external warehouses e.g. Rolfe, Nutrapharm, etc…

Breakages

Breakage return comes in as a return from a Distributor into a Distributor Breakage Return.

When A Distributor Returns a product, we write off the replacement of the breakage and not the breakage itself (because we do a direct swop of the broken items for new items). Return must be attributable to the Distributor.

Liz to write-up a process on this.

Internal Transfers

We went through this but Liz will set locations and do setup.

Transfers to Supplier

We would like a “External Transfer” operation

Liz will create a mini manual / screen recording to explain this.

Should have this by Monday.

Monique Truter

Jul 22

Dec 7

System Writer

loukia@bbb.co.za

UAT70

In Progress

Sales

Invoicing to Managers

Please confirm that when you change the Delivery Address to a Manager, the prices that appear on the invoice come from the Manager pricelist?

Monique Truter

Jul 25

Dec 7

System Writer

UAT72

In Progress

Sales

Triplicate Invoice Printing

The triplicate invoice printout from Odoo is very faint and does not fit the columns as it should.

Please compare the Odoo invoice vs Pastel invoice as per the attachments.

(MT)

⁠

@Paul Ontong⁠

⁠

please can you print a new invoice and attach a new copy. We’ve tried to make the text darker but can’t see if it it’s working on the dot matrix printer

06/08

⁠

@Monique Truter⁠

⁠

: I have set up time for tomorrow with Network Alliance to troubleshoot

Monique Truter

Jul 26

Dec 7

System Writer

Odoo Invoice.pdf

Original Invoice.pdf

UAT33

In Progress

Accounting

Staff Invoicing

For staff invoicing we only have one debtors account but we have a representative tag to allocate the invoice to a particular staff member.

What solution can we implement in Odoo?

Monique Truter

Jul 22

Dec 7

System Writer

UAT34

In Progress

Accounting

Breakages

https://botle-buhle-staging.odoo.com/web#action=516&active_id=18&model=stock.picking&view_type=list&cids=1&menu_id=329

Need to split the breakages by Internal and External and the External need to linked to a Distributor.

We also need to understand how to deal with Supplier breakages? We assume that these will also be External breakages linked to a Supplier rather than a Distributor?

(PO) This was demoed to us but the correct inventory operations still need to be setup by SW.

Monique Truter

Jul 22

Dec 7

System Writer

UAT74

In Progress

Inventory

Inventory>Overview>internal breakages

When capturing the breakages its important for us to see the quantity on hand, the quantity on hand helps us to eliminate having negatives on the system.

When printed out it helps us to have an option of- Entered by/checked by/date/sign- processed by/date/sign

Monique Truter

Jul 28

Dec 7

System Writer

Lebo@bbb.co.za

UAT10

Done

Products

Product Categories

https://botle-buhle-staging.odoo.com/web#action=567&active_id=9&cids=1&menu_id=329

Make Product Categories accessible as a sub-menu under Products.

Products / Product Categories

Liz: Please explain or show me

26/07 Monique: This change has been pushed - please test again

Jul 21

Dec 7

System Writer

UAT67

Done

Inventory

Products / [0030] Roxy King Comforter set BULK DEAL x 2 Bill of Materials /[0030] Roxy King Comforter set BULK DEAL x 2 BoM Structure & Cost

When creating a BOM for a bulk deal, the individual product costs making up the BOM do not pull through.

(PO) This is because the product itself had no cost prive.

Jul 22

Dec 7

System Writer

peta-lynn@bbb.co.za

UAT68

Done

General

Credit Note (Returns)

https://botle-buhle-staging.odoo.com/web#cids=1&home=

Please jump to the next screen when creating a credit note for a return.

Monique Truter

Jul 22

Dec 7

System Writer

UAT84

Done

Purchases

Purchase Orders

https://botle-buhle-staging.odoo.com/web#action=516&active_id=5&cids=1&id=7387&menu_id=329&model=stock.picking&view_type=form

When sending suppliers quotation, Can't we make an automatic line note to let them know they should confirm quotation within 48 hours so we can then send them a PO?

Or can we add the information on the email we will be sending them?

You can add this to the email template.

Jul 30

Dec 7

System Writer

mary@bbb.co.za

UAT75

Done

Inventory

Inventory>Operations>Transfers

https://botle-buhle-staging.odoo.com/web#id=7388&action=677&active_id=1185&model=stock.picking&view_type=form&cids=1&menu_id=391

It doesnt show from which warehouses the stock got from transferred to and from.

And on the picking slip there should be- Assembled by(with the name of the person who captured it/date/signature.

And on the delivery note- Received by (a space where the person who receive’s the document can write their name/date/sign).

Liz: Assembled By will fall into a different part of the system - needs further discussion. Leave this with Paul for now - to be addressed again.

(PO) for go-live we will be using whatever Odoo offers and we will improve this post go-live.

Jul 28

Dec 7

System Writer

Lebo@bbb.co.za

UAT76

Done

Purchases

Purchase Orders

https://botle-buhle-staging.odoo.com/web#action=638&cids=1&menu_id=409

Information required on the local Pastel Stock Receipting (GRV) does not appear on the Odoo Stock Receipting; Due Date; Supplier Invoice Number; Unit Price; Invoice Amount Totals (Exclusive & Inclusive); Details of the capturer

(PO) This is a reporting matter which we will deal with post going live

Jul 28

Dec 7

System Writer

Jabu@bbb.co.za

UAT59

Done

Accounting

Reporting - Aged Payables

Run an individual age analysis

(PO) This is a reporting matter which we will deal with post going live

Jul 22

Dec 7

System Writer

zia@bbb.co.za

UAT11

Done

Products

Pack Size

We need to bring these in as a dropdown.

Loukia has sent a list but we need to better understand this.

Liz: I don’t think I have this list - please email to me.

(PO) Liz you have this now from the data.

Monique Truter

Jul 21

Dec 7

System Writer

UAT7

Done

Purchases

https://botle-buhle-staging.odoo.com/web#id=1176&action=598&model=purchase.order&view_type=form&cids=1&menu_id=391

Forecasted Quantity discussion.

Liz said that we needed to discuss this.

Liz: Forecasted qty = On Hand - Reserved (based on Sales Orders) + Confirmed Purchase Orders. I think we should remove the Purchase Order component.

Liz Collins

Jul 21

Dec 7

System Writer

UAT60

Done

Purchases

Orders > Purchase Orders

https://botle-buhle-staging.odoo.com/web#id=&action=598&model=purchase.order&view_type=form&cids=1&menu_id=391

How do you undo a cancelled order?

Cornel cancelled an order accidentally and isn’t sure how he did so or how to undo what he did?

(PO) Click “Set to draft” in the top left and it take it back to a qut

Jul 22

Dec 7

System Writer

cornel@bbb.co.za

UAT62

Done

Purchases

Orders- Request Quotation

https://botle-buhle-staging.odoo.com/web#action=569&active_id=11417&model=mrp.bom&view_type=list&cids=1&menu_id=329

Cannot click on ETA Warehouse

Please help us understand why this is the case?

(PO) This was a bug that SystemWorks is addressing

MT(SW): Please re-test - bug fixed

Monique Truter

Jul 22

Dec 7

System Writer

mary@bbb.co.za

UAT63

Done

Inventory

Inventory/Products/Bill of Materials

https://botle-buhle-staging.odoo.com/web#id=1&model=product.category&view_type=form&cids=1&menu_id=329

I cannot create a Bill oF Materials

⁠

@Xolani Radebe⁠

⁠

, this is an access rights issue. Please give everyone in Merch the ability to do this.

Thanks.

(XR) For the Finance-Inventory team: I have granted them access to creating BOMs now.

Xolani Radebe

Jul 22

Dec 7

System Writer

loukia@bbb.co.za

UAT64

Done

Inventory

Inventory/Products/All

https://botle-buhle-staging.odoo.com/web#action=474&active_id=5819&cids=1&menu_id=329&active_model=product.template

When creating codes the user select the Inventory Valuation option for The Costing Method and for the Inventory Valuation. Should this not be hardcoded?

(PO) Will default this for now rather than hardcode it.

Monique Truter

Jul 22

Dec 7

System Writer

loukia@bbb.co.za

UAT65

Done

Inventory

Inventory/Products/Forecasted Report

https://botle-buhle-staging.odoo.com/web#id=11415&action=507&model=product.template&view_type=form&cids=1&menu_id=329

Are we able to sort the Replenishment column to see on the pending purchase orders, or just view the pending Sales orders?

(PO) We are going to have to do this with the bill status for now.

Liz: Need to do more work on adding additional statuses to Sales and Purchase Orders to show the delivery status for each

Jul 22

Dec 7

System Writer

loukia@bbb.co.za

UAT45

Done

Inventory

Products > Products

https://botle-buhle-staging.odoo.com/web#id=&action=534&model=stock.warehouse&view_type=form&cids=1&menu_id=329

I dont seem to find the area where we can input the actual item size LxWxH ?

(PO) This is available under the [Inventory] tab on the product.

Jul 22

Dec 7

System Writer

ane@bbb.co.za

UAT77

Done

Inventory

Inventory/Warehouse/New

https://botle-buhle-staging.odoo.com/web#id=&action=599&model=purchase.order&view_type=form&cids=1&menu_id=391

We would like to understand how to create New warehouse on Odoo, how will we managing the transfers from Crown Mines to the New DC on Odoo. Currently we prepare a Goods In Transit document that we give to operations (how do we do this on Odoo). Once we get confirmation that the stock has been delivered in full we process the movement ( how do we do this on Odoo)? Is there reporting available for this?

Liz: Set-up the various warehouses

Jul 28

Dec 7

System Writer

loukia@bbb.co.za

UAT78

Done

Purchases

Purchase Orders - Create