[IMP] purchase: Update compute_date.rst to 12.0

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Yannick Tivisse 2018-05-11 10:11:02 +02:00
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===================================================
How are the order date and scheduled dates computed
===================================================
=====================================
Schedule your receipts and deliveries
=====================================
Scheduled dates are computed in order to be able to plan deliveries,
receptions and so on. Depending on the habits of your company, Odoo
automatically generates scheduled dates via the scheduler. The Odoo
scheduler computes everything per line, whether it's a manufacturing
order, a delivery order, a sale order, etc. The dates that are computed
are dependent on the different leads times configured in Odoo.
To manage your supply chain scheduling, you will need to use Odoo *Lead
Times*.
Configuring lead times
======================
*Lead Times* are the expected times needed to receive, deliver or
manufacture products.
Configuring **lead times** is an essential move in order to compute
scheduled dates. Lead times are the delays (in term of delivery,
manufacturing, ...) promised to your different partners and/or clients.
Configuration of the different lead times are made as follows:
Configure Lead Times
====================
On a product level
------------------
Vendor Lead Time
----------------
Supplier lead time:
~~~~~~~~~~~~~~~~~~~
The vendor lead time is the time needed by your vendor to deliver the
product to you.
The supplier lead time is the time needed for the supplier to deliver
your purchased product. To configure the Supplier lead time select a
product (from the Purchase module, go to :menuselection:`Purchase --> Product`),
and go in the **Inventory** tab. You will have to
add a **Vendor** to your product in order to select a supplier lead time.
To configure your vendor lead times, go to a product page, under the
purchase tab, click on a *Vendor* once there you can change the
delivery lead time for that Vendor & Product.
.. image:: media/compute_date01.png
:align: center
:align: center
.. tip::
It is possible to add more than one vendor per product and thus
different delivery lead times depending on the vendor.
Once a vendor is selected, click on it to open its form and indicate its
delivery lead time.
.. image:: media/compute_date02.png
:align: center
.. note::
In this case security days have no influence, the scheduled
delivery days will be equal to: Date of the purchase order + Delivery Lead Time.
Customer lead time
~~~~~~~~~~~~~~~~~~
The customer lead time is the time needed to get your product from your
store/warehouse to your customer. It can be configured for any
product. Simply select a product (from the **Sales** module, go to
:menuselection:`Sales --> Product`),
and go into the **Sales** tab to indicate your customer lead time.
.. image:: media/compute_date03.png
:align: center
On the company level
--------------------
On company level, it is possible to parameter **security days** in order
to cope with eventual delays and to be sure to meet your engagements.
The idea is to subtract **backup** days from the computed scheduled date
in case of delays.
Sales Safety days
~~~~~~~~~~~~~~~~~
Sales Safety days are **back-up** days to ensure you will be able to
deliver your clients engagements on time. 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. That
way you are sure to be able to keep your commitment.
To set up your security dates, go to the app
:menuselection:`Settings --> General settings`,
and click on **Configure your company data**.
.. image:: media/compute_date04.png
:align: center
Go the **Configuration** tab to indicate the number of safety days
.. image:: media/compute_date05.png
:align: center
.. tip::
Note that you can in this menu configure
a default **Manufacturing** lead time.
Purchase days
~~~~~~~~~~~~~
Purchase days response to the same logic than sales security days.
They are margins of error for vendor lead times. When the system
generates purchase orders for procuring products, they will be scheduled
in order to cope with unexpected vendor delays. Purchase lead time can
be found in the same menu as the sales safety days (see screenshot
above).
On route level
--------------
The internal transfers due to the movement of stocks can also influence
the computed date.
The delays due to internal transfers can be specified in the **Inventory**
module when creating a new push rule for a new route.
.. note::
Read the documentation
:doc:`../../../../inventory/routes/concepts/push_rule`
to learn more.
.. image:: media/compute_date06.png
:align: center
On document level:
Customer Lead Time
------------------
Requested date
~~~~~~~~~~~~~~
The customer lead time, on the other hand, is the time you need to
deliver the product to your customer.
Odoo offers the possibility to indicate a requested date by the client
straight on the sale order, under the tab **Other information**. If
this date is earlier than the theoretically computed date, Odoo will
automatically display a warning.
To configure your customer lead time open a product and go under the
*Inventory* tab. You can then add how many days you need.
.. image:: media/compute_date07.png
:align: center
.. image:: media/compute_date02.png
:align: center
Example
=======
Manufacturing lead time
-----------------------
As 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 20). In such a scenario, the scheduler may trigger the
following events, based on your configuration:
The manufacturing lead time is the time you need to manufacture the
product.
- January 19: actual scheduled delivery (1 day of Sales Safety days)
To configure your manufacturing lead time open a product and go under
the *Inventory* tab. You can then add how many days you need.
- January 18: receive the product from your supplier (1 day of Purchase
days)
.. image:: media/compute_date03.png
:align: center
- January 10: deadline to order at your supplier (9 days of supplier
delivery lead time)
Configure Security Lead Times
=============================
- January 8: trigger a purchase request to your purchase team, since
the team needs on average 2 days to find the right supplier and
order.
Odoo also lets you configure *Security Days* allowing you to cope with
potential delays along the supply chain and make sure you meet your
engagements.
The easiest way is to go to *Settings* from any module and type
**Lead Time** in the search bar. From there, tick each box and
configure your various *Security Lead Time* for your needs.
.. image:: media/compute_date04.png
:align: center
Alternatively, you can go in the settings of the *Inventory* module
and *Manufacturing* module to configure those settings.
Lead & security times in a use case
===================================
For example you sell a car today (January 1st), that is purchased on
order, and you promise to deliver your customer within 20 days (January
20). Here is your products configuration:
- Security lead time for sales : 1 day
- Security lead time for purchase : 1 day
- Vendor delivery lead time : 9 days
In such a scenario, the scheduler will trigger the following events
based on your configuration.
- January 19: scheduled delivery date (20th January - 1 day of security
lead time for Sales)
- January 18: scheduled receipt date (19th January - 1 day of security
lead time for Purchase)
- January 10: order date = deadline to order from your vendor (19th
January - 9 days of vendor lead time)

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