Create an opening work-in-progress record from physical job status, remaining operations and an approved financial basis. Do not recreate completed operations as new production. Reconcile the count at each stage against travellers and floor evidence, with separate approval for quantity status and opening value before the cutover is accepted.
Understand the decision
A shop changes systems while ten jobs are running. Some blanks have been issued, some parts await grinding and others are at an outside treatment supplier. Importing every open job at its original quantity would duplicate material demand and obscure the work already performed.
Work through the requirements
- Walk active jobs with the production supervisor.
- Record remaining operations and material already issued.
- Approve opening quantity and value reconciliations separately.
| Record or decision | Why it matters |
|---|---|
| Floor snapshot | Locate each active job batch. |
| Remaining route | Identify unfinished operations only. |
| Opening valuation | Document finance-approved carrying values. |
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
An open order export rarely proves where work stands physically. Avoid using its status label as the sole migration rule; check travellers, supplier custody and partial shipments before reconstructing the unfinished portion of each job.
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 Machine shops 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: manufacturing product configuration ↗Odoo 19: quality control points ↗Odoo 19: vendor pricelists ↗