Rehearse one project through purchasing, delivery review, an approved change and a billing decision using ordinary project and finance roles. Require both teams to explain remaining commitments and the approved commercial position. Launch should depend on passing these reconciliations and resolving critical ownership gaps, not simply importing all project records.
Understand the decision
Use a staged project with one partly received order and a customer change that has not been approved. Introduce a late supplier document during the rehearsal. This exposes whether the chosen workflow can preserve operational continuity and distinguish work completed from amounts authorized for billing.
Work through the requirements
- Rehearse staged delivery and purchasing.
- Introduce an unapproved customer change.
- Approve reconciled project and billing evidence.
| Record or decision | Why it matters |
|---|---|
| Acceptance script | States expected commercial and operational positions. |
| Reconciliation pack | Connects commitments, deliveries and charges. |
| Launch register | Assigns unresolved blockers and decision owners. |
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 polished project dashboard may conceal incomplete source access or unexplained balances. Have the actual supervisors and finance users trace the evidence themselves and record the conditions under which they would postpone launch.
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 General contractors 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.
Odoo 19: project management ↗Odoo 19: project milestones ↗Odoo 19: sales quotations and invoicing methods ↗