diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst index 267fc72f2..359d2ee85 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst @@ -1,3 +1,6 @@ +:show-content: +:hide-page-toc: + =================== Reservation methods =================== @@ -94,3 +97,11 @@ Operations Types`, and then clicking on a specific operations type. .. image:: reservation_methods/reservation-methods-operations-type-menu.png :align: center :alt: Operations Types highlighted from the Configurations submenu in the Inventory app. + +.. seealso:: + :doc:`reservation_methods/at_confirmation` + +.. toctree:: + :titlesonly: + + reservation_methods/at_confirmation diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst new file mode 100644 index 000000000..4b522bf60 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst @@ -0,0 +1,86 @@ +=========================== +At confirmation reservation +=========================== + +.. _inventory/reservation_methods/at-confirmation: + +.. |SO| replace:: :abbr:`SO (Sales Order)` + +The *at confirmation* reservation method reserves products **only** when a sales order (SO) is +confirmed, **and** if enough stock of the products included in the |SO| is already available. + +Configuration +============= + +To set the reservation method to *at confirmation*, navigate to :menuselection:`Inventory app --> +Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to +configure, or create a new one by clicking :guilabel:`New`. + +In the :guilabel:`General` tab on the operation type form, locate the :guilabel:`Reservation Method` +field, and select :guilabel:`At Confirmation`. + +.. image:: at_confirmation/at-confirmation-operations-type.png + :align: center + :alt: Reservation method field on delivery order operation type form. + +Workflow +======== + +To see the *at confirmation* reservation method in action, create a new |SO| by navigating to +:menuselection:`Sales app --> New`. + +Add a customer in the :guilabel:`Customer` field. Then, in the :guilabel:`Order Lines` tab, click +:guilabel:`Add a product`, and select a product to add to the quotation from the drop-down menu. +Finally, in the :guilabel:`Quantity` column, adjust the desired quantity of the product to sell. + +Once ready, click :guilabel:`Confirm` to confirm the sales order. + +Click the :guilabel:`📈 (area graph)` icon on the product line to reveal the product's +:guilabel:`Availability` tooltip, which reveals the :guilabel:`Reserved` number of units for this +order. + +.. note:: + If there is **not** sufficient quantity of stock for the product included in the |SO|, the + :guilabel:`📈 (area graph)` icon is red, instead of green. + + Instead of revealing the reserved number of units for the order, the :guilabel:`Availability` + tooltip reads :guilabel:`Available`, and reveals the available number of units (e.g., `0 Units`). + +.. image:: at_confirmation/at-confirmation-availability-tooltip.png + :align: center + :alt: Confirmed sales order with product availability tooltip selected. + +.. admonition:: Forecasted Report + + To see all the factors that affect product reservation, click the :guilabel:`View Forecast` + internal link arrow to view the :guilabel:`Forecasted Report` dashboard. + + The :guilabel:`Forecasted Report` displays forecast information about the product(s) included in + the sales order; namely, any live receipts of the product, and any active sales orders, which are + listed in the :guilabel:`Used By` column. See how each order is fulfilled in the + :guilabel:`Replenishment` column. + + Additionally, the :guilabel:`Forecasted` quantity is calculated at the top of the page, by adding + the :guilabel:`On Hand` and :guilabel:`Incoming` quantity, and subtracting the + :guilabel:`Outgoing` quantity, as shown below: + + .. image:: at_confirmation/at-confirmation-forecasted-equation.png + :align: center + :alt: Forecasted quantity equation from the Forecasted Report page. + + If one order should be prioritized over another order, click the :guilabel:`Unreserve` button on + the corresponding order line in the :guilabel:`Replenishment` column. + +To deliver the products, click the :guilabel:`Delivery` smart button at the top of the sales order +form. To confirm that the reservation worked properly, ensure that the :guilabel:`Product +Availability` field reads `Available` (in green text), and the numbers in the :guilabel:`Demand` and +:guilabel:`Quantity` columns match (in this case, both should read `100.00`). + +.. image:: at_confirmation/at-confirmation-delivery-order.png + :align: center + :alt: Delivery order for product included in sales order with at confirmation reservation. + +Once ready, click :guilabel:`Validate`. + +.. seealso:: + :doc:`About reservation methods <../reservation_methods>` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png new file mode 100644 index 000000000..b2c5918cd Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-availability-tooltip.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png new file mode 100644 index 000000000..90bb28f1d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-delivery-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-forecasted-equation.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-forecasted-equation.png new file mode 100644 index 000000000..51bcfbdd6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-forecasted-equation.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png new file mode 100644 index 000000000..894f75b4b Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation/at-confirmation-operations-type.png differ