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Sync lot/sn in intercompany transactions

by
Odoo

$ 100.00

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Sales (sale_management)
• Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Lines of code 219
Technical Name cds_intercompany_sync_transfer_lot
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetsnl0039-sync-lotsn-in-intercompany-transactions-7129
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Sales (sale_management)
• Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Lines of code 219
Technical Name cds_intercompany_sync_transfer_lot
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetsnl0039-sync-lotsn-in-intercompany-transactions-7129



ODOO'S FUNCTION

Standard Odoo prevents you from validating a receipt during inter-company transactions (like moving goods from a Sales Order to a Purchase Order) if your Lots or Serial Numbers are set to be company-dependent.

CLUEDOO'S FUNCTION

CLuedoo resolves inter-company tracking roadblocks by offering two key features:

1️⃣ Cross-Company Validation: Seamlessly sync Lots/Serial Numbers and successfully validate receipts during inter-company transactions, even when the Lot/SN is configured as company-dependent.

2️⃣ Smart Consistency Warnings: Whenever you change the name of a Lot/SN, the system immediately triggers a warning reminding you to update its counterpart across all related companies to keep your records perfectly aligned.

CONFIGURATION


1. Go to Settings > Enable Inter-Company Transactions in all the companies that you want to sync transactions.

e.g., My Company (San Francisco) and My Company (Chicago)


2. Create a product tracked by Lots/Unique Serial Number

3. Click the On Hand smart button to update the stock with lot/sn.

Note that the lot/sn has to be company-dependent.
USAGE


1. Create a Sales Order from one company to another and add the product > Confirm
e.g., From My Company (San Francisco) to My Company (Chicago)

2. A Purchase Order will be automatically created in the receiving company.

3. Go to the Delivery > Assign the lots/sn to the product > Validate

4. Confirm the Purchase Order > Access its Receipt > The lots/sn are automatically synced and you can validate the transfer.

5. Go to Lots / Serial Numbers > Group by Product
The lots/serial numbers in My Company (San Francisco) will have their counterparts created in My Company (Chicago) after the receipt is validated.

Note:

If you change the name of a lot/sn, a warning appears to remind you to change the name of its counterpart in all related companies as well.

This warning is non-blocking , it is purely informational. 



Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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