Reconcile each open project’s approved selections, delivered components, remaining supplier commitments and customer financial position before cutover. Preserve source references for deposits and credits without assuming that a deposit equals earned revenue or delivered goods. Have finance approve the accounting treatment while operations approves exactly what still needs to be supplied.
Understand the decision
A household has paid toward a bathroom project that includes some delivered fittings and several unshipped special-order items. The old showroom system and accounting package show different views of progress. Migration must explain the same project from both perspectives without recreating all original quantities as new demand.
Work through the requirements
- List remaining selections at line level
- Map deposits credits and supplier commitments
- Approve one reconciled cutover position
| Record or decision | Why it matters |
|---|---|
| Project remainder | Identifies undelivered components |
| Customer balance bridge | Explains deposits and credits |
| Supplier commitment register | Shows orders still required |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A project-level balance can conceal a missing special-order component. Reconcile financial amounts and physical obligations separately, then connect them through the project reference so staff know what the customer has paid and what remains due.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Plumbing distribution in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
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