1. UAT scenario template
| Scenario ID | O2C-03: Partial delivery with backorder and partial invoice |
|---|---|
| Pre-conditions | Customer "ABC Traders" on Dealer pricelist; product X with 6 in stock |
| Steps | 1 Create SO for 10 X · 2 Confirm · 3 Validate delivery 6, create backorder · 4 Create invoice (delivered qty) · 5 Register payment · 6 Receive stock, deliver backorder · 7 Invoice remaining |
| Expected result | Invoice 1 for 6 units; backorder WH/OUT for 4; invoice 2 for 4; SO fully invoiced; AR = 0 |
| Actual result | |
| Pass/Fail · Tester · Date |
Write 15–40 scenarios per department, covering normal, exception (returns, cancellations, partial), and month-end.
Minimum scenario list
- Sales: quote → SO → delivery → invoice → payment; down payment; credit note/return; discount approval; multi-currency customer
- Purchase: reorder rule → RFQ → PO → receipt → bill (3-way) → payment; landed cost; vendor return; blanket order
- Inventory: multi-step receipt/delivery; inter-warehouse transfer; scrap; cycle count; lot/expiry; barcode
- MRP: MO from SO (MTO); work orders in Shop Floor; by-product; scrap & replenish; subcontracting; quality check fail
- Accounting: bank sync & reconciliation; GST/VAT return; asset depreciation; follow-up; period lock; inventory closing (v19+); P&L/BS check
- HR: leave request & approval; expense → reimbursement; payslip run
2. Training plan
| Audience | Format | Content |
|---|---|---|
| Key users | Deep workshops during build | Everything in their domain + admin tasks |
| End users | 1–2 h role-based sessions, in their own test data | Daily screens only, a cheat sheet per role |
| Management | 1 h | Dashboards, approvals, reporting |
| Accountant | 2–3 h + first month-end together | Reconciliation, reports, lock dates, closing |
Create one Knowledge article per role ("How to receive goods", "How to create a GST invoice") with screenshots. Odoo Knowledge can embed views, so users click straight into Odoo.
3. Go-live readiness checklist
- [ ] UAT signed by every department
- [ ] Final migration rehearsed and timed
- [ ] Users created, access rights tested by logging in as each role
- [ ] Document layouts approved (invoice, delivery slip, PO, payslip)
- [ ] Email server / outgoing domain (SPF/DKIM) configured; templates checked
- [ ] Bank sync connected; payment providers in production mode
- [ ] Sequences (invoice numbering) start at the agreed numbers
- [ ] Lock date set on the old period
- [ ] Backup / Odoo.sh production branch ready
- [ ] Support process (who to call, ticket list) communicated
4. Hypercare: first 30 days
| Week | Focus |
|---|---|
| 1 | Daily stand-up; fix blockers same day; watch stock moves and invoices closely |
| 2 | Review exceptions (negative stock, unreconciled bank lines, draft entries) |
| 3–4 | First month-end close together; KPI baseline; plan Phase 2 |
Health checks to run weekly: negative stock report, products without cost, unposted entries, unreconciled bank statements, late deliveries, POs to bill, draft invoices older than 7 days.