[IMP] inventory: purchase security lead time
closes odoo/documentation#9301
X-original-commit: 71577350e9
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
@ -211,8 +211,9 @@ advance.
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The current date is February 20th, and the *delivery date* on a sales order (in the
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:guilabel:`Other Info` tab) is March 3rd — twelve days from the current date.
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The :ref:`vendor lead time <inventory/management/purchase-lt>` is four days, and the
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:ref:`purchase security lead time <inventory/management/purchase-security-lt>` is one day.
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The :ref:`vendor lead time <inventory/shipping_receiving/purchase-lt>` is four days, and the
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:ref:`purchase security lead time <inventory/shipping_receiving/purchase-security-lt>` is one
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day.
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When the :guilabel:`Visibility Days` field of the reordering rule is set to zero, the product
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appears on the replenishment dashboard five days before the delivery date, which, in this case,
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@ -5,6 +5,7 @@ Scheduled delivery dates
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.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
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.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
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.. |BoMs| replace:: :abbr:`BoMs (Bills of Materials)`
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.. |RFQ| replace:: :abbr:`RFQ (Request for Quotation)`
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Accurately forecasting delivery dates is vital for fulfilling customer expectations. In Odoo, the
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*Inventory* app allows for comprehensive lead time configuration, allowing coordination and planning
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@ -20,38 +21,49 @@ process. Here's a summary of the types of lead times in Odoo:
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:align: center
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:alt: Show graphic of all lead times working together.
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- :ref:`Customer lead time <inventory/management/customer-lt>`: The default time frame for
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- :ref:`Customer lead time <inventory/shipping_receiving/customer-lt>`: default time frame for
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fulfilling customer orders. The customer lead time is the number of days from the date the sales
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order (SO) is confirmed to the date the products are shipped from the warehouse. This is also
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known as *delivery lead time*.
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- :ref:`Sales security lead time <inventory/management/sales-security-lt>`: moves the *scheduled
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delivery date* forward by a specified number of days. This serves as a buffer to allow the team
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- :ref:`Sales security lead time <inventory/shipping_receiving/sales-security-lt>`: moves the
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*scheduled delivery date* forward by a specified number of days. This serves as a buffer to allow
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ample time to prepare the outgoing shipment earlier, considering the possibility of delays in the
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fulfillment process.
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- :ref:`Purchase lead time <inventory/management/purchase-lt>`: the number of days from the
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- :ref:`Purchase lead time <inventory/shipping_receiving/purchase-lt>`: number of days from the
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confirmation of a purchase order (PO) to the receipt of products. It provides insight on the time
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it takes for products to arrive at the warehouse, facilitating effective scheduling and planning
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of supplier deliveries.
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- :ref:`Purchase security lead time <inventory/management/purchase-security-lt>`: advances the order
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deadline on a :abbr:`PO (Purchase Order)` by a specified number of days. This proactive approach
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of placing orders earlier mitigates the risk of vendor or shipping delays. Thus, for products that
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are set to replenish to order, the need appears on the *Replenishment report* earlier, according
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to the specified number of days.
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- :ref:`Purchase security lead time <inventory/shipping_receiving/purchase-security-lt>`: advances
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the order deadline on a :abbr:`PO (Purchase Order)` by a specified number of days. This proactive
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approach of placing orders earlier mitigates the risk of vendor or shipping delays. Thus, for
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products that are set to replenish to order, the need appears on the *Replenishment report*
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earlier, according to the specified number of days.
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- :ref:`Manufacturing lead time <inventory/management/manuf-lt>`: the number of days needed to
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- :ref:`Days to Purchase <inventory/shipping_receiving/days-to-purchase>`: days needed for the
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vendor to receive a request for quotation (RFQ) and confirm it. It advances the deadline to
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schedule a |RFQ| by a specified number of days.
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- :ref:`Manufacturing lead time <inventory/shipping_receiving/manuf-lt>`: number of days needed to
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complete a manufacturing order (MO) from the date of confirmation. This lead time includes
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weekends (non-working hours in Odoo), and is used to forecast an approximate production date for a
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finished good.
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- :ref:`Manufacturing security lead time <inventory/management/manuf-security-lt>`: moves the
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scheduled date of the :abbr:`MO (Manufacturing Order)` forward by a specified number of days. When
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used in conjunction with :ref:`replenish to order <inventory/management/products/strategies>`, the
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security lead time makes the need appear earlier on the replenishment report.
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- :ref:`Days to prepare manufacturing order
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<inventory/shipping_receiving/prepare-manufacturing-order>`: number of days needed to replenish
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components, or manufacture sub-assemblies of the product. Either set one directly on the bill of
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materials (BoM), or click *Compute* to sum up purchase and manufacturing lead times of components
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in the |BoM|.
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.. _inventory/management/customer-lt:
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- :ref:`Manufacturing security lead time <inventory/shipping_receiving/manuf-security-lt>`: moves
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the scheduled date of the :abbr:`MO (Manufacturing Order)` forward by a specified number of days.
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When used in conjunction with :ref:`replenish to order
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<inventory/management/products/strategies>`, the security lead time makes the need appear earlier
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on the replenishment report.
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.. _inventory/shipping_receiving/customer-lt:
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Sales lead times
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================
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@ -91,7 +103,7 @@ in the number of calendar days required to fulfill the delivery order from start
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:align: center
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:alt: Set *Customer Lead Time* on the product form.
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.. _inventory/management/sales-security-lt:
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.. _inventory/shipping_receiving/sales-security-lt:
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Sales security lead time
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------------------------
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@ -142,7 +154,7 @@ and set the :guilabel:`Shipping Policy` to:
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delivery date is 5 days from today: April 7th. On the other hand, selecting :guilabel:`When all
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products are ready` configures the scheduled date to be 8 days from today: April 10th.
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.. _inventory/management/purchase-lt:
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.. _inventory/shipping_receiving/purchase-lt:
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Purchase lead times
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===================
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@ -207,7 +219,7 @@ timeframe.
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:align: center
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:alt: Show expected *Scheduled Date* of arrival of the product from the vendor.
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.. _inventory/management/purchase-security-lt:
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.. _inventory/shipping_receiving/purchase-security-lt:
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Purchase security lead time
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---------------------------
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@ -215,15 +227,15 @@ Purchase security lead time
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*Purchase security lead time* is set globally for the business in :menuselection:`Inventory app -->
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Configuration --> Settings`.
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On the configuration page, under the :guilabel:`Advanced Scheduling` heading, locate the box for
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:guilabel:`Security Lead Time for Purchase`, and click the checkbox to enable the feature.
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On the :guilabel:`Settings` page, under the :guilabel:`Advanced Scheduling` heading, tick the
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checkbox for :guilabel:`Security Lead Time for Purchase`.
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Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is
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set to account for potential delays in supplier deliveries.
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set to account for potential delays in supplier deliveries. Then, click :guilabel:`Save`.
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.. example::
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Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, pushes the
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:guilabel:`Scheduled Date` of receipt back by one day. In that case, if a product is initially
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:guilabel:`Scheduled Date` of receipt back by two days. In that case, if a product is initially
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scheduled to arrive on April 6th, with a two-day security lead time, the new scheduled date for
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the receipt would be April 8th.
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@ -231,7 +243,21 @@ set to account for potential delays in supplier deliveries.
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:align: center
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:alt: Set security lead time for purchase from the Inventory > Configuration > Settings.
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.. _inventory/management/manuf-lt:
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.. _inventory/shipping_receiving/days-to-purchase:
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Days to purchase
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----------------
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To set up the *days to purchase* lead time, go to :menuselection:`Inventory app --> Configuration
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--> Settings`. Under the :guilabel:`Advanced Scheduling` section, in the :guilabel:`Days to
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Purchase` field, specify the number of days required for the vendor to confirm a |RFQ| after
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receiving it from the company.
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.. image:: scheduled_dates/days-to-purchase.png
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:align: center
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:alt: Show "Days to Purchase" configuration in the Settings page.
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.. _inventory/shipping_receiving/manuf-lt:
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Manufacturing lead times
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========================
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@ -258,7 +284,7 @@ of Materials`, and select the desired |BoM| to edit.
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On the |BoM| form, click the :guilabel:`Miscellaneous` tab. Change the value (in days) in the
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:guilabel:`Manuf. Lead Time` field to specify the calendar days needed to manufacture the product.
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.. image:: scheduled_dates/scheduled-dates-manuf-lead-time.png
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.. image:: scheduled_dates/set-manufacturing.png
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:align: center
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:alt: Manuf. Lead Time value specified on a product's Bill of Material form.
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@ -269,17 +295,6 @@ On the |BoM| form, click the :guilabel:`Miscellaneous` tab. Change the value (in
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If the |BoM| product is subcontracted, the :guilabel:`Manuf. Lead Time` can be used to determine
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the date at which components should be sent to the subcontractor.
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Change the value (in days) in the :guilabel:`Days to prepare Manufacturing Order` field to create
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and confirm |MOs| in advance, and have enough time to replenish components, or manufacture
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semi-finished products.
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.. tip::
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Clicking :guilabel:`Compute`, located next to the :guilabel:`Days to prepare Manufacturing Order`
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field, computes the days required to resupply all components listed on the |BoM| form, either by
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buying or manufacturing the components or subassemblies.
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*Purchase security lead times* that impact this specific |BoM| are also added to this value.
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Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the *expected delivery date*,
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indicated in the :guilabel:`Scheduled Date` field of the :abbr:`DO (Delivery Order)`.
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@ -289,31 +304,57 @@ manufacturing lead time.
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This ensures the manufacturing process begins on time, in order to meet the delivery date.
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However, it's important to note that lead times are based on calendar days. Lead times do **not**
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However, it is important to note that lead times are based on calendar days. Lead times do **not**
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consider weekends, holidays, or *work center capacity* (:dfn:`the number of operations that can be
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performed at the work center simultaneously`).
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.. seealso::
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- :ref:`Manufacturing planning <manufacturing/management/use_mps>`
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- :ref:`Configure automatic MO scheduling with reordering rules
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<inventory/management/reordering_rules>`
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- :doc:`Manufacturing planning <../../../manufacturing/workflows/use_mps>`
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- :doc:`Schedule MOs with reordering rules
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<../../product_management/product_replenishment/reordering_rules>`
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.. example::
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A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is August 15th. The
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product requires 14 days to manufacture. So, the latest date to start the :abbr:`MO
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(Manufacturing Order)` to meet the commitment date is August 1st.
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.. _inventory/management/manuf-security-lt:
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.. _inventory/shipping_receiving/prepare-manufacturing-order:
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Days to prepare manufacturing order
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-----------------------------------
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Configure the days required to gather components to manufacture a product by going to its |BoM|. To
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do that, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and select
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the desired |BoM|.
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In the :guilabel:`Miscellaneous` tab of the |BoM|, specify the calendar days needed to obtain
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components of the product in the :guilabel:`Days to prepare Manufacturing Order` field. Doing so
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creates |MOs| in advance, and ensures there is enough time to either replenish components, or
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manufacture semi-finished products.
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.. tip::
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Clicking :guilabel:`Compute`, located next to the :guilabel:`Days to prepare Manufacturing Order`
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field, calculates the longest lead time among all the components listed on the |BoM|.
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*Purchase security lead times* that impact this specific |BoM| are also added to this value.
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.. example::
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A |BoM| has two components, one has a manufacturing lead time of two days, and the other has a
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purchase lead time of four days. The :guilabel:`Days to prepare Manufacturing Order` is four
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days.
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.. _inventory/shipping_receiving/manuf-security-lt:
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Manufacturing security lead time
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--------------------------------
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*Manufacturing security lead time* is set globally for the business in :menuselection:`Manufacturing
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app --> Configuration --> Settings`. Under the :guilabel:`Planning` heading, locate the box for
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:guilabel:`Security Lead Time`, and click the checkbox to enable the feature.
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app --> Configuration --> Settings`. Under the :guilabel:`Planning` heading, tick the checkbox for
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:guilabel:`Security Lead Time`.
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Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is
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set to account for potential delays in the manufacturing process.
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set to account for potential delays in the manufacturing process. Then, click :guilabel:`Save`.
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.. image:: scheduled_dates/manuf-security.png
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:align: center
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