diff --git a/inventory/delivery.rst b/inventory/delivery.rst index cf22130d7..036071936 100644 --- a/inventory/delivery.rst +++ b/inventory/delivery.rst @@ -9,4 +9,5 @@ Delivery Orders delivery/inventory_flow delivery/one_step delivery/two_steps - delivery/three_steps \ No newline at end of file + delivery/three_steps + delivery/scheduled_dates \ No newline at end of file diff --git a/inventory/delivery/media/scheduled_dates01.png b/inventory/delivery/media/scheduled_dates01.png new file mode 100644 index 000000000..f1d974d15 Binary files /dev/null and b/inventory/delivery/media/scheduled_dates01.png differ diff --git a/inventory/delivery/media/scheduled_dates02.png b/inventory/delivery/media/scheduled_dates02.png new file mode 100644 index 000000000..7943db835 Binary files /dev/null and b/inventory/delivery/media/scheduled_dates02.png differ diff --git a/inventory/delivery/media/scheduled_dates03.png b/inventory/delivery/media/scheduled_dates03.png new file mode 100644 index 000000000..8fb289364 Binary files /dev/null and b/inventory/delivery/media/scheduled_dates03.png differ diff --git a/inventory/delivery/media/scheduled_dates04.png b/inventory/delivery/media/scheduled_dates04.png new file mode 100644 index 000000000..0d4c0fcba Binary files /dev/null and b/inventory/delivery/media/scheduled_dates04.png differ diff --git a/inventory/delivery/media/scheduled_dates05.png b/inventory/delivery/media/scheduled_dates05.png new file mode 100644 index 000000000..8858a8edc Binary files /dev/null and b/inventory/delivery/media/scheduled_dates05.png differ diff --git a/inventory/delivery/media/scheduled_dates06.png b/inventory/delivery/media/scheduled_dates06.png new file mode 100644 index 000000000..520a7d87a Binary files /dev/null and b/inventory/delivery/media/scheduled_dates06.png differ diff --git a/inventory/delivery/media/scheduled_dates07.png b/inventory/delivery/media/scheduled_dates07.png new file mode 100644 index 000000000..e0cc8cda6 Binary files /dev/null and b/inventory/delivery/media/scheduled_dates07.png differ diff --git a/inventory/delivery/scheduled_dates.rst b/inventory/delivery/scheduled_dates.rst new file mode 100644 index 000000000..4eaad1e11 --- /dev/null +++ b/inventory/delivery/scheduled_dates.rst @@ -0,0 +1,154 @@ +============================================ +How is the scheduled delivery date computed? +============================================ + +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. + +Configuring lead times +====================== + +Configuring **lead times** is a first essentiel 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: + +At a product level +------------------ + +- **Supplier lead time**: + +Is the time needed for the supplier to deliver your purchased product. +To configure the supplier lead time select a 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. + +.. image:: media/scheduled_dates05.png + :align: center + +.. tip:: + Do not forget that it is possible to add different vendors and thus + different delivery lead times depending on the vendor. + +Once a vendor is selected, just open its form and fill its **Delivery lead +time**. In this case security days have no influence, the scheduled +delivery days will be equal to: **Date** of the purchase order + **Delivery +Lead Time**. + +.. image:: media/scheduled_dates02.png + :align: center + +- **Customer lead time**: + +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, go into the sales tab and indicate +your **Customer lead time**. + +.. image:: media/scheduled_dates01.png + :align: center + +- **Manufacturing lead time**: + +At the same page it is possible to configure the **Manufacturing Lead +Time** as well. Manufacturing lead time is the time needed to +manufacture the product. + +.. tip:: + Don’t forget to tick the manufacturing box in inventory if you + want to create manufacturing routes. + +At the company level +-------------------- + +At company level, it is possible to configure **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 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 ut your security dates, go to :menuselection:`Settings --> General settings` and +click on **Configure your company data**. + +.. image:: media/scheduled_dates04.png + :align: center + +Once the menu is open, go in the configuration tab and indicate the +number of safety days. + +- **Purchase Safety days**: + +Purchase days follow 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 +that many days earlier to cope with unexpected vendor delays. Purchase +lead time can be found in the same menu as the sales safety days + +.. image:: media/scheduled_dates03.png + :align: center + +.. tip:: + Note that you can also configure a default + Manufacturing lead time from here. + +At route level +-------------- + +The internal transfers that a product might do due to the movement of +stocks can also influence the computed date. + +The delays due to internal transfers can be specified in the **inventory** +app when creating a new push rule in a route. + +Go to the push rules section on a route form to set a delay. + +.. image:: media/scheduled_dates06.png + :align: center + +At sale order level: +-------------------- + +- **Requested date**: + +Odoo offers the possibility to select a requested date by the client by +indicating the date in the other information tab of the sales order. +If this date is earlier than the theoreticaly computed date odoo will +automatically display a warning. + +.. image:: media/scheduled_dates07.png + :align: center + +Example +======= + +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: + +- January 19: actual scheduled delivery (1 day of Sales Safety days) + +- January 18: receive the product from your supplier (1 day of Purchase + days) + +- January 10: deadline to order at your supplier (9 days of supplier + delivery lead time) + +- January 8: trigger a purchase request to your purchase team, since + the team need on average 2 days to find the right supplier and + order.