We seek to execute a
Proof of Concept (POC)
for importing financial data (from SAP, CSV format) into
Odoo V18
in order to manage the operational and legal processes of
Perception
(invoicing & payment follow-up) and
Recouvrement
(debt recovery).
The mission includes technical implementation, functional configuration, and demonstration of financial reporting capabilities through Odoo dashboards.
This POC is split into
two main processes
:
1. Perception Process
Operational finance workflow:
* Importing SAP CSV financial data
* Invoice generation
* Payment management
* Bank reconciliation
* Exploration of a
customer portal
for invoice availability and payments
2. Recouvrement Process
Legal follow-up workflow:
* Triggered by outcomes of the Perception process
* Mainly involving the Legal department
* Support for structured debt-recovery flows in Odoo
Additional Deliverables
* Setup of financial dashboards (graphical KPI reporting)
* End-to-end demonstration of Odoo Finance flows
* Functional documentation
Departments Involved
* Finance
* Commercialisation
(customer relations)
* Legal