The business problem
A verbal confirmation or a paper signature can drift away from the actual order. The warehouse needs a release decision that still matches the current customer, terms, currency, and total.
Pro-A-Motors / Finance & control
Make payment status part of the handoff.
For configured cash-on-delivery orders, the final delivery cannot complete until the payment evidence satisfies the release rules.
Explore the workflow ↓Check the order scope→Verify the evidence→Recheck at handoff
What improved
Tie warehouse release to current payment evidence.
What we changed
The release check considers captured payment or authorized evidence against the current order, including relevant changes after approval.
What the team can do now
Accounting owns the payment evidence, and the warehouse sees whether the current order is cleared for release.
The implemented workflow
Tie warehouse release to current payment evidence.
A verbal confirmation or a paper signature can drift away from the actual order. The warehouse needs a release decision that still matches the current customer, terms, currency, and total.
How it works
The release check considers captured payment or authorized evidence against the current order, including relevant changes after approval.
What the team does next
Require full valid captured payment or an authorized record of payment received with amount, method and reference.
What the next team receives
Accounting owns the payment evidence, and the warehouse sees whether the current order is cleared for release.
How the work moves01 02 03
Follow the work from one decision to the next.
Check the order scope
Sales-team and payment-term settings determine which positive-value orders require payment release.
Verify the evidence
Require full valid captured payment or an authorized record of payment received with amount, method and reference.
Recheck at handoff
Validate the current approval and payment state when completing the final delivery.
Build notes and background
Financial workflowsWorkflow automation
Make the exceptions part of the workflow.
Partial payment is not full release
The example’s partial capture leaves the full-payment requirement unsatisfied.
Authorization and capture differ
A payment authorization alone is not a valid captured payment under the described rule.
Check again at completion
The release rule re-evaluates current order context at final delivery completion.
Existing records are shown as captured. Private identities are covered or outside the crop. No business records were changed for this collection. Implementation history supports behavior beyond the visible screen; a still image is not an end-to-end test or a measured productivity result.
A custom Pro-A-Motors release-control layer across Odoo Sales, Inventory and Accounting, using the installed Gritxi Authorize.Net integration and other Pro-A-Motors stock controls.
Where this work helps
Business areas supported.
- Inventory & Operations
Makes the payment decision part of the order-to-dispatch handoff.
- Accounting & Finance
Connects payment readiness with permission to release an order for fulfillment.
Related work