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ERP and business processes · 12 min · general + OdooRecord-to-report, plan-to-produce and hire-to-retire
The finance, manufacturing and people flows that complete the picture.
In this lesson
- Record-to-report
- Plan-to-produce
- Hire-to-retire, and how the flows connect
Key points
- R2R: record → reconcile → adjust → close → report; all reports read journal items
- Plan-to-produce: demand → BoM → MO → work orders → quality → stock
- H2R: recruit → onboard → attend → appraise → pay → offboard
- Payroll and stock post to accounting: the flows are one system
Real-world example
A Lagos beverage factory couldn't explain a jump in cost of goods sold. The consultant traced manufacturing orders that consumed more sugar than the BoM said (flexible consumption) and posted the extra to valuation. Fixing the BoM and adding a consumption warning brought the margin back into line.
Questions and answers
What does a lock date do?
Prevents posting or editing entries on or before that date, protecting closed periods.
Name the Odoo route that makes a product when an order needs it.
Manufacture (often with Replenish on Order / MTO).