sale_order_safe_commitment_date

Sale order safe commitment date

This module allows to avoid that the salesmen set a delivery date before the minimum expected date.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

• Use Cases / Context
• Configuration
• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Use Cases / Context

When salesmen set a delivery date there's nothing disallowing them to set it before the expected date computed according to the order lead times. That can cause great issues with deliveries schedules, as those lead times are set to ensure that the orders are delivered on time.

Configuration

If you want to view the delivery date in the top of the sale order form, you should unarchive the view_order_form_commitment_date_ux view, which is archived by default.

Usage

To test the module:

• Go to Sales > Orders and create a new quotation.
• Set whatever customer and order lines.
• Go to the Other info tab, section Delivery and set a Delivery date previous to the expected date.
• A popup will raise warning about setting a delivery before the minimum date possible to promise the delivery.
• Additionally, a warning alert will be shown on the top side of the order advising the salesman to fix that issue.
• If the salesman ignores it, the delivery date will be set to the minimum expected date when the order gets confirmed.

Known issues / Roadmap

• Make the extended view to add the delivery date to the header of the form configurable with config settings.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Moduon

Contributors

• David Vidal (Moduon)

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.