[ADD] inventory: new subtitle + new doc about planning

inventory/management.rst

@@ -12,5 +12,6 @@ Warehouse Management
    management/delivery
    management/incoming
    management/misc
+   management/planning
    management/lots_serial_numbers
    management/reporting

inventory/management/planning.rst

@@ -0,0 +1,9 @@
+========
+Planning
+========
+
+.. toctree::
+   :titlesonly:
+   :glob:
+
+   planning/scheduled_date

inventory/management/planning/scheduled_date.rst

@@ -0,0 +1,187 @@
+============================================
+How is the Scheduled Delivery Date Computed?
+============================================
+
+In most cases, scheduled dates are computed to be able to plan
+deliveries, receptions, and so on. Depending on your company’s habits,
+Odoo generates scheduled dates via the scheduler.
+
+To make your life easier, the Odoo scheduler computes everything per
+line, whether it’s a manufacturing order, a delivery order, a sale
+order, etc.
+
+.. note::
+        The computed dates are dependent on the different lead times configured
+        in Odoo.
+
+Configuring lead times
+======================
+
+Configuring lead times is the first move if you want to compute
+scheduled dates. Those are the delays promised (in terms of delivery,
+manufacturing, etc.) to your partners and/or clients.
+
+.. note::
+        In Odoo, you can configure different lead times.
+
+At a product level
+------------------
+
+When configuring lead times at the product level, you have three
+different types to take into account: supplier lead time, customer lead
+time, and manufacturing lead time.
+
+Supplier lead time
+~~~~~~~~~~~~~~~~~~
+
+The supplier lead time is the time needed for the supplier to deliver
+your purchased products. To configure it, select a product and click on
+the inventory tab. There, you will have to add a vendor to your product.
+
+.. image:: media/scheduled_date_01.png
+    :align: center
+
+Now, just open the vendor form and fill its *Delivery lead time*. In
+this case, the delivery day will be equal to *Date of the Purchase
+Order + Delivery Lead Time*.
+
+.. image:: media/scheduled_date_02.png
+    :align: center
+
+.. tip::
+        Do not forget that it is possible to add different vendor pricelists
+        and, thus, different delivery lead times, depending on the vendor.
+
+Customer Lead Time
+~~~~~~~~~~~~~~~~~~
+
+It is the time needed to get your product from your store/warehouse to
+your customer. It can be configured for any product. To add it, select a
+product and go to the inventory tab. There, simply indicate your
+*customer lead time*.
+
+.. image:: media/scheduled_date_03.png
+    :align: center
+
+Manufacturing lead time
+~~~~~~~~~~~~~~~~~~~~~~~
+
+On the same page, it is possible to configure what’s called the
+*Manufacturing Lead Time*. It is the time needed to manufacture the
+product.
+
+At the company level
+--------------------
+
+At the company level, you can configure security days. Those are useful
+to cope with eventual dalys and to be sure to meet your engagements. The
+idea is to subtract backup days from the computed scheduled date in case
+of delays.
+
+Once again, there are three different types of security lead times: for
+sales, for purchases, and for manufacturing.
+
+Security lead time for sales
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In sales, security lead time corresponds to backup days to ensure you
+will be able to deliver your clients in times. They are margins of
+errors for delivery lead times. Security days are the same logic as the
+early wristwatch, in order to arrive on time.
+
+The idea is to subtract the numbers of security days from the
+calculation and, thus, to compute a scheduled date earlier than the one
+you promised to your client. In that way, you are sure to be able to
+keep your commitment.
+
+To set up your security dates, go to *Inventory > Configuration >
+Settings* and enable the feature.
+
+.. image:: media/scheduled_date_04.png
+    :align: center
+
+Security lead time for purchase
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+It follows the same logic as security lead time for sales except that
+security lead time for purchase is the margin of error for vendor lead
+times, not for sales.
+
+When the system generates purchase orders for procuring products, they
+will be scheduled that many days earlier to cope with unexpected vendor
+delays.
+
+To find purchase lead time, go to *Inventory > Configuration >
+Settings* and enable the feature.
+
+.. image:: media/scheduled_date_05.png
+    :align: center
+
+Security lead time for manufacturing
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The security lead time for manufacturing allows generating manufacturing
+orders which are scheduled that many days earlier to cope with
+unexpected manufacturing days.
+
+To configure it, go to *Manufacturing > Configuration > Settings* and
+enable the *Security Lead Time* option. Then, hit save.
+
+.. image:: media/scheduled_date_06.png
+    :align: center
+
+At route level
+--------------
+
+Sometimes, the internal transfers that a product might do may also
+influence the computed date. The delays due to internal transfers can be
+specified in the *Inventory* app when you create a new rule in a
+route.
+
+To specify them, go to *Inventory > Configuration > Routes* and add a
+push rule to set a delay. Of course, you need to activate *Multi-step
+Routes* to use this feature.
+
+.. image:: media/scheduled_date_07.png
+    :align: center
+
+At the sale order level
+-----------------------
+
+Expected date
+~~~~~~~~~~~~~
+
+In the *Sales* application, you have the possibility to activate the
+option *Delivery Date*. It will allow you to see additional fields on
+the sale order.
+
+By enabling this option, Odoo will indicate the *Expected Date* in the
+*Other Info* tab of the sales order. This one is automatically
+computed based on the different lead times.
+
+.. image:: media/scheduled_date_08.png
+    :align: center
+
+If you set a *Commitment Date* to deliver your customer that is
+earlier than the *Expected Date*, a warning message will appear on the
+screen.
+
+.. image:: media/scheduled_date_09.png
+    :align: center
+
+Example
+~~~~~~~
+
+To better understand all the above info, here is an example. You may
+sell a car today (January 1st), that is purchased on order, and you
+promise to deliver your customer within 20 days (January 20th). In such
+a scenario, the scheduler will trigger the following events, based on
+your configuration:
+
+-  January 19: this is the actual scheduled delivery (1 day of Sales Safety Days);
+
+-  January 18: you receive the product from your supplier (1 day of Purchase days);
+
+-  January 10: this is the deadline to order at your supplier (9 days of Supplier Delivery Lead Time);
+
+-  January 8: trigger a purchase request to your purchase team, since they need, on average, 2 days to find the right supplier and order.