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Issue No
Status
Priority
App
Menu Item Description
URL
Type
Issue
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Feedback
Assigned to
Created on
Modified on
Modified by
From An End User
End User Email
Files
1
UAT83
New
Accounting
Accounting Module
🐞
1.Access rights for the finance team per the excel document sent through
XR
Xolani Radebe
Jul 29
Jul 29
PO
Paul Ontong
hussein@bbb.co.za
2
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.
XR
Xolani Radebe
Aug 5
Aug 5
PO
Paul Ontong
reabetswe@bbb.co.za
3
UAT69
New
Finance
Credit Note linked to an Invoice
How should we be allocating the credit notes to prior invoices?
Jul 22
Jul 22
PO
Paul Ontong
4
UAT8
In Review
Products
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
image.png
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
MT
Monique Truter
Jul 21
Aug 5
MT
Monique Truter
5
UAT71
In Review
Sales
Pricelist
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
PO
Paul Ontong
Jul 25
Aug 6
MT
Monique Truter
6
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?)
MT
Monique Truter
Jul 26
Aug 5
MT
Monique Truter
jake@bbb.co.za
7
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
MT
Monique Truter
Jul 28
Aug 6
MT
Monique Truter
8
UAT80
In Review
Sales
Automatically check availability
Need to ensure that the Sales Order will automatically “Check Availability” for us.
Please test again
MT
Monique Truter
Jul 28
Aug 5
MT
Monique Truter
9
UAT61
In Progress
Purchases
Orders > Purchase Orders
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’
image.png
MT
Monique Truter
Jul 22
Aug 2
PO
Paul Ontong
cornel@bbb.co.za
10
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…
image.png
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.
MT
Monique Truter
Jul 22
Jul 27
PO
Paul Ontong
loukia@bbb.co.za
11
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?
MT
Monique Truter
Jul 25
Aug 2
PO
Paul Ontong
12
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
MT
Monique Truter
Jul 26
Aug 5
MT
Monique Truter
Odoo Invoice.pdf
Original Invoice.pdf
13
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?
MT
Monique Truter
Jul 22
Aug 2
PO
Paul Ontong
14
UAT34
In Progress
Accounting
Breakages
🐞
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.
MT
Monique Truter
Jul 22
Aug 2
PO
Paul Ontong
15
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
MT
Monique Truter
Jul 28
Aug 2
PO
Paul Ontong
Lebo@bbb.co.za
16
UAT10
Done
Products
Product Categories
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
Jul 26
PO
Paul Ontong
17
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.
image.png
(PO) This is because the product itself had no cost prive.
Jul 22
Jul 26
PO
Paul Ontong
peta-lynn@bbb.co.za
18
UAT68
Done
General
Credit Note (Returns)
Please jump to the next screen when creating a credit note for a return.
MT
Monique Truter
Jul 22
Jul 30
PO
Paul Ontong
19
UAT84
Done
Purchases
Purchase Orders
🐞
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
Jul 30
PO
Paul Ontong
mary@bbb.co.za
20
UAT75
Done
Inventory
Inventory>Operations>Transfers
🐞
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
Aug 2
PO
Paul Ontong
Lebo@bbb.co.za
21
UAT76
Done
Purchases
Purchase Orders
🐞
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
Aug 2
PO
Paul Ontong
Jabu@bbb.co.za
22
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
Aug 2
PO
Paul Ontong
zia@bbb.co.za
23
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.
MT
Monique Truter
Jul 21
Aug 2
PO
Paul Ontong
24
UAT7
Done
Purchases
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.
LC
Liz Collins
Jul 21
Aug 19
PO
Paul Ontong
25
UAT60
Done
Purchases
Orders > Purchase Orders
🐞
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?
image.png
(PO) Click “Set to draft” in the top left and it take it back to a qut
Jul 22
Jul 26
PO
Paul Ontong
cornel@bbb.co.za
26
UAT62
Done
Purchases
Orders- Request Quotation
🐞
Cannot click on ETA Warehouse
Please help us understand why this is the case?
image.png
(PO) This was a bug that SystemWorks is addressing

MT(SW): Please re-test - bug fixed
MT
Monique Truter
Jul 22
Jul 30
PO
Paul Ontong
mary@bbb.co.za
27
UAT63
Done
Inventory
Inventory/Products/Bill of Materials
🐞
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.
image.png
(XR) For the Finance-Inventory team: I have granted them access to creating BOMs now.
XR
Xolani Radebe
Jul 22
Jul 26
PO
Paul Ontong
loukia@bbb.co.za
28
UAT64
Done
Inventory
Inventory/Products/All
🐞
When creating codes the user select the Inventory Valuation option for The Costing Method and for the Inventory Valuation. Should this not be hardcoded?
image.png
(PO) Will default this for now rather than hardcode it.
MT
Monique Truter
Jul 22
Aug 2
PO
Paul Ontong
loukia@bbb.co.za
29
UAT65
Done
Inventory
Inventory/Products/Forecasted Report
Are we able to sort the Replenishment column to see on the pending purchase orders, or just view the pending Sales orders?
image.png
(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
Jul 30
PO
Paul Ontong
loukia@bbb.co.za
30
UAT45
Done
Inventory
Products > Products
🐞
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
Jul 28
PO
Paul Ontong
ane@bbb.co.za
31
UAT77
Done
Inventory
Inventory/Warehouse/New
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
Jul 30
PO
Paul Ontong
loukia@bbb.co.za
32
UAT78
Done
Purchases
Purchase Orders - Create
Among the vendor list, Chem FX (other suppliers) is not there,not sure if it’s because we are still on Demo or what
Liz: Add this to the Vendor Import. And also move the products to the supplier
Jul 28
Jul 30
PO
Paul Ontong
Jabu@bbb.co.za
There are no rows in this table
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