Change To Bill Of Material Should Update Existing Transfers

Develops functionality in the Sales Order workflow to handle Bill of Material (BoM) changes post-confirmation
March 27, 2025 by
Change To Bill Of Material Should Update Existing Transfers
Silverdale Technology, Somroo Hassaan
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Ensure that updates to BoM components are reflected in the associated transfer lines of a confirmed Sales Order, provided the transfer has not yet been validated.

Key Functionalities

  1. Automatically detect and track changes to Kit-type BoM components after Sales Order confirmation.
  2. Display a button [Change to Current BOM] in the Sales Order view when changes in BoM components are detected.
  3. Allow users to update transfer lines for individual Sales Order lines or apply updates in bulk.
  4. Compare BoM components with existing transfer lines:
    1. If changes are found, add new components and remove outdated ones.
    2. If the transfer is already completed, the original BoM components should remain unchanged.

User Steps

  1. Create and confirm a Sales Order.
  2. A transfer is automatically created based on the current BoM.
  3. Modify the Kit-type BoM in the Sales Order.
  4. The [Change to Current BOM] button appears in the Sales Order view.
  5. Click the button to update the transfer:
    1. Per line update – Update only the selected Sales Order line.
    2. Bulk update – Update all Sales Order lines where the BoM has changed.
  6. The transfer lines reflect the new BoM structure, ensuring accuracy.

Changes to Views and Filters

  1. Sales Order Form View:
    1. Add a button [Change to Current BOM], visible only when BoM changes are detected.
  2. Bulk Action:
    1. Allow bulk updates for all affected Sales Order lines.

Compatibility

  1. Odoo Version: Compatible with Odoo 16.
  2. Modules Affected: Sales, Inventory, Manufacturing (BoM).
  3. Integration: Works seamlessly with existing Sales Order and Inventory workflows, ensuring that BoM updates do not impact already completed transfers.
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