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
- Automatically detect and track changes to Kit-type BoM components after Sales Order confirmation.
- Display a button [Change to Current BOM] in the Sales Order view when changes in BoM components are detected.
- Allow users to update transfer lines for individual Sales Order lines or apply updates in bulk.
- Compare BoM components with existing transfer lines:
- If changes are found, add new components and remove outdated ones.
- If the transfer is already completed, the original BoM components should remain unchanged.
User Steps
- Create and confirm a Sales Order.
- A transfer is automatically created based on the current BoM.
- Modify the Kit-type BoM in the Sales Order.
- The [Change to Current BOM] button appears in the Sales Order view.
- Click the button to update the transfer:
- Per line update – Update only the selected Sales Order line.
- Bulk update – Update all Sales Order lines where the BoM has changed.
- The transfer lines reflect the new BoM structure, ensuring accuracy.
Changes to Views and Filters
- Sales Order Form View:
- Add a button [Change to Current BOM], visible only when BoM changes are detected.
- Bulk Action:
- Allow bulk updates for all affected Sales Order lines.
Compatibility
- Odoo Version: Compatible with Odoo 16.
- Modules Affected: Sales, Inventory, Manufacturing (BoM).
- Integration: Works seamlessly with existing Sales Order and Inventory workflows, ensuring that BoM updates do not impact already completed transfers.
Change To Bill Of Material Should Update Existing Transfers