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Create Backorder Auto Validation

by
Odoo

$ 150.49

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
Lines of code 67
Technical Name fal_delivery_backorder_auto_validation
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ord-0003-auto-validation-for-backorders-6164
Versions 18.0
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STORY BEHIND THE FEATURES

ODOO BEHAVIOR

Odoo allows you to configure backorder behavior within each Operation Type , giving you full control over how backorders are handled during stock operations

CLUEDOO BEHAVIOR

Cluedoo extends Odoo’s default behavior by allowing you to configure whether or not to create backorders based on partners.

The system automatically decides to generate or skip backorders by checking the customer’s configuration in the Contacts and Operation Type without requiring any manual confirmation . This automation helps streamline warehouse workflows, reduce human error, and ensure consistent handling of customer-specific logistics preferences.


CLUEDOO RECOMMENDATIONS

​​Install on 100% of the database.


HOW TO USE THIS MODULE ?


Sales

Case 1

1.1

Go to Inventory > Configuration > Operation Types > Delivery Orders > Select Auto Validate Create Backorder checkbox and set Create Backorder to " Always "

1.2

Go to Contacts -> Choose a partner > set Create Backorder to Always or Never

1.3

Go to Sales > Create a new Quotation > Choose the configured Partner in the Customer field > Add products and set the quantity to a significant number > Confirm > Click on Delivery button


1.4

In Delivery , we modify the number of the Quantity to be smaller than that of the Demand > Click on Validate button

1.5

After completing the above step, we can see that a backorder is automatically created




Case 2

2.1

Go to Inventory > Configuration > Operation Types > Delivery Orders > Select Auto Validate Create Backorder checkbox and set Create Backorder to " Never "

2.2

Go to Contacts -> Choose a partner > set Create Backorder to Always or Never

2.3

Carry out the same steps as 1.3 and 1.4 in Case 1 > We can see that no backorder is created.



Case 3

3.1

Go to Inventory > Configuration > Operation Types > Delivery Orders > Select Auto Validate Create Backorder checkbox and set Create Backorder to " Ask "

3.2

Go to Contacts -> Choose a partner > set Create Backorder to " Always or Never

3.3

Carry out the same steps as 1.3 and 1.4 in Case 1

- If we choose " Always " in step 3.2 , a backorder is automatically created (its result's images are similar to case 1)

- If we choose " Never " in step 3.2 , no backorder is created (its result's images are similar to case 2)

Note: We do not go through a confirmation popup in all of these cases

Purchase

Case 1

1.1

Go to Inventory > Configuration > Operation Types > Receipts > Select Auto Validate Create Backorder checkbox and set Create Backorder to " Always "

1.2

Go to Contacts -> Choose a partner > set Create Backorder to Always or Never

1.3

Go to Purchase > Create a new Requests for Quotation > Choose the configured Partner in the Vendor field > Add products and set the quantity to a significant number > Confirm > Click on Receipt button


1.4

In Delivery , we modify the number of the Quantity to be smaller than that of the Demand > Click on Validate button

1.5

After completing the above step, we can see that a backorder is automatically created



Case 2

2.1

Go to Inventory > Configuration > Operation Types > Receipts > Select Auto Validate Create Backorder checkbox and set Create Backorder to " Never "

2.2

Go to Contacts -> Choose a partner > set Create Backorder to Always or Never

2.3

Carry out the same steps as 1.3 and 1.4 in Case 1 > We can see that no backorder is created.



Case 3

3.1

Go to Inventory > Configuration > Operation Types > Receipts > Select Auto Validate Create Backorder checkbox and set Create Backorder to " Ask "

3.2

Go to Contacts -> Choose a partner > set Create Backorder to Always or Never

3.3

Carry out the same steps as 1.3 and 1.4 in Case 1

- If we choose Always in step 3.2 , a backorder is automatically created (its result's images are similar to case 1)

- If we choose Never in step 3.2 , no backorder is created (its result's images are similar to case 2)

Note: We do not go through a confirmation popup in all of these cases 




Odoo Proprietary License v1.0

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