diff --git a/purchase/replenishment/flows/compute_date.rst b/purchase/replenishment/flows/compute_date.rst index 025f15990..5ed98d049 100644 --- a/purchase/replenishment/flows/compute_date.rst +++ b/purchase/replenishment/flows/compute_date.rst @@ -1,156 +1,91 @@ -=================================================== -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 product’s 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) diff --git a/purchase/replenishment/flows/media/compute_date01.png b/purchase/replenishment/flows/media/compute_date01.png index 14035a186..ed44ad00c 100644 Binary files a/purchase/replenishment/flows/media/compute_date01.png and b/purchase/replenishment/flows/media/compute_date01.png differ diff --git a/purchase/replenishment/flows/media/compute_date02.png b/purchase/replenishment/flows/media/compute_date02.png index 4e755aceb..c59b66969 100644 Binary files a/purchase/replenishment/flows/media/compute_date02.png and b/purchase/replenishment/flows/media/compute_date02.png differ diff --git a/purchase/replenishment/flows/media/compute_date03.png b/purchase/replenishment/flows/media/compute_date03.png index 8473ca0b3..dc1acacb7 100644 Binary files a/purchase/replenishment/flows/media/compute_date03.png and b/purchase/replenishment/flows/media/compute_date03.png differ diff --git a/purchase/replenishment/flows/media/compute_date04.png b/purchase/replenishment/flows/media/compute_date04.png index 0d4c0fcba..d6761831a 100644 Binary files a/purchase/replenishment/flows/media/compute_date04.png and b/purchase/replenishment/flows/media/compute_date04.png differ diff --git a/purchase/replenishment/flows/media/compute_date05.png b/purchase/replenishment/flows/media/compute_date05.png deleted file mode 100644 index 8573d06ba..000000000 Binary files a/purchase/replenishment/flows/media/compute_date05.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/compute_date06.png b/purchase/replenishment/flows/media/compute_date06.png deleted file mode 100644 index 520a7d87a..000000000 Binary files a/purchase/replenishment/flows/media/compute_date06.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/compute_date07.png b/purchase/replenishment/flows/media/compute_date07.png deleted file mode 100644 index e0cc8cda6..000000000 Binary files a/purchase/replenishment/flows/media/compute_date07.png and /dev/null differ