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 ddbd45618..006a173d9 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 @@ -101,9 +101,11 @@ Operations Types`, and then clicking on a specific operations type. .. seealso:: - :doc:`reservation_methods/at_confirmation` - :doc:`reservation_methods/manually` + - :doc:`reservation_methods/before_scheduled_date` .. toctree:: :titlesonly: reservation_methods/at_confirmation reservation_methods/manually + reservation_methods/before_scheduled_date 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 index 4b522bf60..6a1a0b578 100644 --- 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 @@ -9,6 +9,9 @@ At confirmation reservation 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. +.. seealso:: + :doc:`About reservation methods <../reservation_methods>` + Configuration ============= @@ -83,4 +86,5 @@ Availability` field reads `Available` (in green text), and the numbers in the :g Once ready, click :guilabel:`Validate`. .. seealso:: - :doc:`About reservation methods <../reservation_methods>` + - :doc:`Manual reservation ` + - :doc:`Before scheduled date reservation ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst new file mode 100644 index 000000000..4cbd4eac3 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst @@ -0,0 +1,153 @@ +================================= +Before scheduled date reservation +================================= + +.. _inventory/reservation_methods/before-scheduled-date: + +.. |SO| replace:: :abbr:`SO (Sales Order)` + +The *Before scheduled date* reservation method allows users to select a specific number of days that +act as the maximum number of days **before** a scheduled delivery date, when products included in a +sales order (SO) should be reserved. + +.. seealso:: + :doc:`About reservation methods <../reservation_methods>` + +Configuration +============= + +To set the reservation method to *Before scheduled date*, 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, locate the :guilabel:`Reservation Method` field, and select +:guilabel:`Before scheduled date`. + +.. image:: before_scheduled_date/before-scheduled-date-configuration.png + :align: center + :alt: Reservation method field on delivery order operation type form. + +.. note:: + When the :guilabel:`Type of Operation` is changed to :guilabel:`Receipt` on an + :guilabel:`Operations Type` form, reservation methods are **not** available. + +Once selected, a new :guilabel:`Reserve before scheduled date` field appears below. From this field, +the number of :guilabel:`days before` and :guilabel:`days before when starred` can be changed from +the default `0`. + +Changing the :guilabel:`days before` value changes the maximum number of days before a scheduled +date that products should be reserved. + +Changing the :guilabel:`days before when starred` value changes the maximum number of days before a +scheduled date that products should be reserved if the transfers are starred (favorited). + +.. example:: + Here, the :guilabel:`days before` value is set to `2` days before, and the :guilabel:`days before + when starred` value is set to `3`. + + This means products are reserved two days before the scheduled delivery date for normal orders, + and three days before the scheduled delivery date for starred (favorited) transfers. + + .. image:: before_scheduled_date/before-scheduled-date- days-before.png + :align: center + :alt: Reserve before scheduled date field with set numerical values. + + This is the configuration applied for the following workflow found below. + +Edit product form +----------------- + +Before the *Before scheduled date* reservation method can be used, ensure that a *customer lead +time* is added to products that plan to be sold with this method. + +To do that, navigate to :menuselection:`Inventory app --> Products --> Products`, and select the +desired product to configure. + +On the product form, click the :guilabel:`Inventory` tab, and under the :guilabel:`Logistics` +section, change the value in the :guilabel:`Customer Lead Time` field. + +For this example workflow, change it to `5` days. + +This sets the scheduled delivery date for this specific product to five days after the creation date +of the sales order. + +.. image:: before_scheduled_date/before-scheduled-date-customer-lead-time.png + :align: center + :alt: Product form with customer lead time set in Inventory tab. + +Workflow +======== + +To see the *Before scheduled date* 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 from the drop-down menu that has a configured +*customer lead time*, to add to the quotation form. + +Finally, in the :guilabel:`Quantity` column, adjust the desired quantity of the product to sell. + +For this sample workflow, set the :guilabel:`Quantity` to `10`. + +Once ready, click :guilabel:`Confirm` to confirm the sales order. + +Click the green :guilabel:`📈 (area graph)` icon on the product line to reveal the product's +:guilabel:`Availability` tooltip. This tooltip reveals the reserved number of units for this order. +Because the reservation method is set to *Before scheduled date*, the :guilabel:`Reserved` quantity +reads `0 Units`. + +However, below that quantity reads `Available in stock`. This is because the quantity is available, +but the scheduled date, for this example workflow, is five days from the order date. + +Since reservation is not until two days before the scheduled delivery, it will not reserve the +products until then. + +.. 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:`Reserved`, and reveals the available number of units (e.g., `0 Units`). + + Additionally, unless there is a set replenishment or a live receipt, it also reads :guilabel:`No + future availability`, in red text. + +.. image:: before_scheduled_date/before-scheduled-date-availability-tooltip.png + :align: center + :alt: Confirmed sales order with product availability tooltip selected. + +Click the :guilabel:`Delivery` smart button to see the delivery order form. + +On the delivery order form, the status in the :guilabel:`Product Availability` field is listed as +`Available`, in yellow text, instead of green. This is because there is sufficient stock on-hand for +this order, but no quantity has been reserved yet. + +Note the :guilabel:`Scheduled Date` field, above the :guilabel:`Product Availability` field, +displays the date five days from the order creation date. This indicates that the products are not +reserved until three days from today's date (two days before the scheduled delivery date). + +.. image:: before_scheduled_date/before-scheduled-date-delivery-order-form.png + :align: center + :alt: Delivery order form with product availability and reserved quantity. + +In the :guilabel:`Operations` tab on the :guilabel:`Product` line, the numbers in the +:guilabel:`Demand` column and the :guilabel:`Quantity` column do not match (in this case, the +:guilabel:`Demand` column lists `10.00`, while the :guilabel:`Quantity` column lists `0`). + +The :guilabel:`Quantity` column lists `0` because the products aren't reserved until two days +*before* their delivery date. Odoo automatically reserves the products once the scheduled date +arrives, at which point the :guilabel:`Demand` and :guilabel:`Quantity` columns will match. + +.. tip:: + If the products in the |SO| should be reserved *sooner* than the scheduled reservation date, the + reservation can be manually overridden. To manually reserve the products sooner than scheduled, + click :guilabel:`Check Availability` at the top of the form. + + This turns the `Available` status in the :guilabel:`Product Availability` field green, and + changes the number in the :guilabel:`Quantity` column to match the :guilabel:`Demand` column. + + Once ready, click :guilabel:`Validate`. + +.. seealso:: + - :doc:`Manual reservation ` + - :doc:`At confirmation reservation ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-availability-tooltip.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-availability-tooltip.png new file mode 100644 index 000000000..081955699 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-availability-tooltip.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-configuration.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-configuration.png new file mode 100644 index 000000000..88a2712a7 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-configuration.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-customer-lead-time.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-customer-lead-time.png new file mode 100644 index 000000000..7bd16a7e4 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-customer-lead-time.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-days-before.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-days-before.png new file mode 100644 index 000000000..4b1fff133 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-days-before.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-delivery-order-form.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-delivery-order-form.png new file mode 100644 index 000000000..c7e6c189e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date/before-scheduled-date-delivery-order-form.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst index 6c91d1376..d05f74302 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst @@ -135,4 +135,5 @@ Once ready, click :guilabel:`Validate`. :alt: List of orders in waiting status and check availability button. .. seealso:: - :doc:`At confirmation reservation <../reservation_methods/at_confirmation>` + - :doc:`At confirmation reservation ` + - :doc:`Before scheduled date reservation `