Description From Sale Order Line To MO Notes

Automatically transfers the description from the Sales Order Line to the Manufacturing Order (MO) Notes
March 19, 2025 by
Description From Sale Order Line To MO Notes
Silverdale Technology, Somroo Hassaan
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In standard Odoo, Manufacturing Orders (MOs) do not automatically inherit descriptions from Sales Order (SO) lines, which can lead to missing details in production. The SME: Description from Sale Order Line to MO Notes feature bridges this gap by seamlessly copying the SO line's description into the MO's internal notes.

How It Works:
  1. When a Manufacturing Order is created from a Sales Order, the description from the SO line is automatically copied to the Notes field in the MO.
  2. If there are multiple SO lines linked to the same MO, all relevant descriptions are included in the MO Notes.
  3. The description can include:
    1. Custom product requirements.
    2. Special instructions for production.
    3. Additional details added by the salesperson in the SO.

Example Use Case

A customer places a custom order for a product and includes a specific requirement in the Sale Order Line Description (e.g., “Engrave logo on the top right corner”).

  1. When the Manufacturing Order is generated, the system automatically copies this description into the MO Notes field.
  2. The production team now has clear visibility of the customer's request without needing to check the original Sales Order.

Key Benefits

  1. Improves Communication
    Ensures that important details from the sales team are passed to production without manual intervention.
  2. Reduces Errors
    Prevents production teams from missing special instructions included in the SO.
  3. Enhances Efficiency
    Saves time by automating the transfer of descriptions instead of manually re-entering details.
  4. Ensures Consistency
    Standardizes how sales-to-production communication flows in Odoo.

Conclusion

The SME: Description from Sale Order Line to MO Notes feature streamlines production processes by ensuring that all relevant order details are directly available in the Manufacturing Order. This eliminates the risk of missing customer-specific requirements and enhances operational efficiency.

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