[ADD] Manufacturing: Resupply subcontracting lead times
closes odoo/documentation#9278 Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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@ -130,4 +130,5 @@ to factor in the cost of dropshipping.
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subcontracting/subcontracting_basic
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subcontracting/subcontracting_basic
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subcontracting/basic_subcontracting_lead_times
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subcontracting/basic_subcontracting_lead_times
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subcontracting/subcontracting_resupply
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subcontracting/subcontracting_resupply
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subcontracting/resupply_subcontracting_lead_times
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subcontracting/subcontracting_dropship
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subcontracting/subcontracting_dropship
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@ -0,0 +1,161 @@
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==================================
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Resupply subcontracting lead times
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==================================
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.. |PO| replace:: :abbr:`PO (Purchase Order)`
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.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
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.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
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In Odoo, lead times are used to predict how long it takes to complete a certain action. For example,
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a *delivery lead time* can be set for a purchased product, which specifies the number of days it
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usually takes for the product's vendor to deliver the product to the purchasing company.
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For subcontracted products specifically, delivery lead times can be configured to take into account
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the amount of time required for the subcontractor to manufacture a product. Doing so allows the
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contracting company to better predict the delivery dates of subcontracted products.
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Certain subcontracted products require the contracting company to supply the subcontractor with
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manufacturing components. In this case, a *manufacturing lead time* can be used, in addition to the
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delivery lead time, to generate the date on which the subcontractor must receive the required
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components, in order to manufacture the product and deliver it on time.
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.. important::
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Like all lead times in Odoo, lead times for subcontracted products are only an estimate, and are
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based on how long actions are *expected* to take.
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Unforeseen circumstances can impact the completion of these actions, which means that lead times
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should **not** be viewed as guarantees.
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Configuration
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=============
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When using the :doc:`Resupply Subcontractor on Order <subcontracting_resupply>` route, a company is
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responsible for supplying the subcontractor with the necessary components. As a result, the
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subcontractor cannot begin manufacturing until the components have been received.
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This means that, in addition to the amount of time it takes the subcontractor to manufacture and
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deliver the product, the date they receive the components must also be considered.
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By assigning a product's subcontractor a delivery lead time, and specifying a manufacturing lead
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time on the product's bill of materials (BoM), *Resupply Subcontractor* orders for the product's
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components display the deadline by which the subcontractor must receive the components.
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Product delivery lead time
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--------------------------
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To set a delivery lead time for a product's subcontractor, navigate to :menuselection:`Inventory app
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--> Products --> Products`, and select a subcontracted product.
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Then, select the :guilabel:`Purchase` tab on the product's page. If the subcontractor has not
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already been added as a vendor, do so now by clicking :guilabel:`Add a line`, and selecting the
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subcontractor in the :guilabel:`Vendor` field.
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Once the subcontractor has been added, enter the number of days it takes them to manufacture and
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deliver the product, in the :guilabel:`Delivery Lead Time` column.
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.. image:: resupply_subcontracting_lead_times/delivery-lead-time.png
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:align: center
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:alt: The Delivery Lead Time field for a subcontractor, on the Purchase tab of a product page.
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Product manufacturing lead time
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-------------------------------
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Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of Materials` smart button at
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the top of the product's page. Then, select a |BoM| from the list.
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On the |BoM|, select the :guilabel:`Miscellaneous` tab. In the :guilabel:`Manuf. Lead Time` field,
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enter the same number of days that was entered in the :guilabel:`Delivery Lead Time` field of the
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|BoM|'s product.
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.. image:: resupply_subcontracting_lead_times/manufacturing-lead-time.png
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:align: center
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:alt: The Manuf. Lead Time field on a product's BoM.
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While not all of these days are actually used for manufacturing by the subcontractor, setting the
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same number of days in each field tells Odoo that the subcontractor must receive the components and
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begin production by the start of the product's delivery lead time. This gives the subcontractor
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enough time to both manufacture and deliver the product.
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Resupply subcontracting workflow
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--------------------------------
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Create a request for quotation (RfQ) for the product by navigating to :menuselection:`Purchase app
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--> Orders --> Requests for Quotation`, and clicking :guilabel:`New`.
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Specify the subcontractor in :guilabel:`Vendor` field. Then, add the product in the
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:guilabel:`Products` tab by clicking :guilabel:`Add a product`, selecting the product in the
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:guilabel:`Product` column, and specifying a quantity in the :guilabel:`Quantity` column.
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In the :guilabel:`Expected Arrival` field, enter a date that provides enough time for the
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subcontractor to receive the components, manufacture the product, and deliver it back to the
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subcontracting company.
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.. important::
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When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field auto-populates with a
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date that is today's date plus the delivery lead time of the product. However, this does **not**
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consider the time it takes to ship the components to the subcontractor.
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When purchasing a product subcontracted using the Resupply Subcontractor on Order route, it is
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necessary to adjust this date to take into account the extra time needed for the components to be
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shipped to the subcontractor.
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Since production does not begin until they receive the components, leaving the date as is results
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in the finished product arriving *after* the date listed on the |RfQ|.
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Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing so causes a
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:guilabel:`Resupply` smart button to appear at the top of the page.
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Click the :guilabel:`Resupply` smart button to open the resupply subcontractor order, which is the
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order created to send components to the subcontractor.
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The :guilabel:`Deadline` field on the resupply subcontractor order shows the deadline for the
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subcontractor to receive the components, in order for them to have enough time to manufacture and
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deliver the finished product by the Expected Arrival date.
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The :guilabel:`Scheduled Date` field should display the latest date on which components can be
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shipped, while still arriving to the subcontractor by the :guilabel:`Deadline`. However, by default,
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the date displayed is the same as the date in the :guilabel:`Deadline` field, and must be updated to
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take into account the time required for shipping.
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Click on the :guilabel:`Scheduled Date` field to open a calendar popover from which a date can be
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selected. Select a date that allows for the components to be delivered by the :guilabel:`Deadline`
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on the resupply subcontractor order.
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After the components are shipped, click the :guilabel:`Validate` button at the top of the order to
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confirm they have been sent to the subcontractor.
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Once the subcontractor receives the components, they begin manufacturing the component, before
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delivering it to the contracting company.
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.. example::
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Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — to produce units of
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their *Unicycle* product.
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Mike's Bikes must supply Bike Friends with the necessary components for manufacturing the
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unicycles.
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On average, Bike Friends takes three days to manufacture each unicycle, plus an additional two
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days to deliver it to Mike's Bikes.
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As a result, Mike's Bikes sets a delivery lead time of five days for unicycles manufactured by
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Bike Friends: three days for manufacturing, plus two days for delivery.
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On the unicycle's |BoM|, they enter a manufacturing lead time of five days, as well, to remind
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themselves of the date that components must be delivered to the subcontractor.
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They confirm a |PO| for one unicycle, with an expected arrival date of May 30th.
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The resupply subcontractor order for shipping the components to the subcontractor shows a
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*Deadline* of May 25th. The subcontractor must receive the components by this date, in order to
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have enough time to manufacture the unicycle, and deliver it by May 30th.
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It takes Mike's Bikes two days to deliver the components, so they update the *Scheduled Date*
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field on the resupply subcontractor order to May 23rd, two days before the Deadline.
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.. image:: resupply_subcontracting_lead_times/scheduled-deadline.png
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:align: center
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:alt: The Scheduled Date and Deadline fields on a resupply subcontractor order.
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Mike's Bikes ships the components to Bike Friends on the scheduled date of May 23rd, and they
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arrive on the deadline of May 25th. This gives Bike Friends enough time to manufacture the
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unicycle, and ship it back to Mike's Bikes by the expected arrival date of May 30th.
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