[ADD] Manufacturing: Resupply subcontractor

closes odoo/documentation#8727

X-original-commit: 935f03d0aa
Signed-off-by: John Holton (hojo) <hojo@odoo.com>

content/applications/inventory_and_mrp/manufacturing/workflows.rst

@@ -9,6 +9,7 @@ Workflows
 
    workflows/subcontracting
    workflows/subcontracting_dropship
+   workflows/subcontracting_resupply
    workflows/use_mps
    workflows/work_center_time_off
    workflows/scrap_manufacturing

content/applications/inventory_and_mrp/manufacturing/workflows/subcontracting_resupply.rst

@@ -0,0 +1,279 @@
+======================
+Resupply subcontractor
+======================
+
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |POs| replace:: :abbr:`PO (Purchase Orders)`
+.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
+
+In manufacturing, subcontracting is the process of a company engaging a third-party manufacturer, or
+subcontractor, to manufacture products that are then sold by the contracting company.
+
+In Odoo, the *Resupply Subcontractor on Order* route is used to deliver the necessary components for
+a subcontracted product to the subcontractor, each time a purchase order (PO) for that product is
+confirmed.
+
+The subcontractor then uses the components to manufacture the desired product, before shipping it
+back to the contracting company, or dropshipping it to the end customer.
+
+.. important::
+   It is necessary to understand the differences between the *Resupply Subcontractor on Order* and
+   the *Dropship Subcontractor on Order* routes.
+
+   While both routes are used to supply a subcontractor with the components required for
+   manufacturing a product, they differ in how the components are sourced.
+
+   When using *Resupply Subcontractor on Order*, components are shipped from the warehouse of the
+   contracting company.
+
+   When using *Dropship Subcontractor on Order*, components are purchased from a vendor and shipped
+   directly to the subcontractor.
+
+   The choice of which route to use depends upon the specific requirements of the subcontracting
+   company and their subcontractors.
+
+   See the :doc:`subcontracting_dropship` documentation for a full overview of the *Dropship
+   Subcontractor on Order* route.
+
+Configuration
+=============
+
+To use the *Resupply Subcontractor on Order* route, navigate to :menuselection:`Manufacturing app
+--> Configuration --> Settings`, and enable the checkbox next to :guilabel:`Subcontracting`, under
+the :guilabel:`Operations` heading.
+
+Once the *Subcontracting* setting is enabled, it is also necessary to properly configure the
+subcontracted product, the product's bill of materials (BoM), and the components listed on the
+|BoM|.
+
+.. _manufacturing/workflows/subcontracting_resupply/product-config:
+
+Configure product
+-----------------
+
+To configure a product for the *Resupply Subcontractor on Order* route, navigate to
+:menuselection:`Inventory app --> Products --> Products`, and select a product, or create a new one
+by clicking :guilabel:`New`.
+
+Select the :guilabel:`Purchase` tab, and add the product's subcontractor as a vendor by clicking
+:guilabel:`Add a line`, selecting the subcontractor in the :guilabel:`Vendor` drop-down menu, and
+entering a price in the :guilabel:`Price` field.
+
+.. note::
+   The value entered in the :guilabel:`Price` field on the :guilabel:`Purchase` tab of the of the
+   subcontracted product's page is the amount paid to the subcontractor for the manufacturing of the
+   product.
+
+   This does not represent the total cost of the product, which includes other elements, like the
+   cost of the product's components.
+
+Then, click on the :guilabel:`Inventory` tab to configure a route that determines what happens to
+the finished product, once it has been manufactured by the subcontractor.
+
+If the finished product is shipped back to the contracting company, make sure that the
+:guilabel:`Buy` route is selected. In addition, select the :guilabel:`Replenish on Order (MTO)`
+route to automatically create a |PO| for the product upon confirmation of a sales order (SO), unless
+there is enough stock on-hand to fulfill the |SO|.
+
+If the finished product is shipped directly to the customer by the subcontractor, make sure that
+only the :guilabel:`Dropship` route is selected.
+
+Configure BoM
+-------------
+
+To configure a |BoM| for the *Resupply Subcontractor on Order* route, click the :guilabel:`Bill of
+Materials` smart button on the product's page, and select the |BoM|.
+
+Alternatively, navigate to :menuselection:`Manufacturing app --> Products --> Bills of Materials`,
+and select the |BoM| for the subcontracted product.
+
+.. seealso::
+   For a full overview of |BoM| configuration, see the :doc:`Bill of materials
+   <../basic_setup/bill_configuration>` documentation.
+
+In the :guilabel:`BoM Type` field, select the :guilabel:`Subcontracting` option. Then, add one or
+more subcontractors in the :guilabel:`Subcontractors` field that appears below.
+
+.. image:: subcontracting_resupply/bom-type.png
+   :align: center
+   :alt: The "BoM Type" field on a BoM, configured to manufacture the product using subcontracting.
+
+Finally, make sure that all necessary components are specified on the :guilabel:`Components` tab. To
+add a new component, click :guilabel:`Add a line`, select the component in the :guilabel:`Component`
+drop-down menu, and specify the required quantity in the :guilabel:`Quantity` field.
+
+Configure components
+--------------------
+
+To configure components for the *Resupply Subcontractor on Order* route, navigate to each component
+from the |BoM| by selecting the component's name in the :guilabel:`Components` tab, and clicking the
+:guilabel:`➡️ (right arrow)` button to the right of the name.
+
+Alternatively, navigate to each component by going to :menuselection:`Inventory app --> Products -->
+Products`, and selecting the component.
+
+On the component product form, click on the :guilabel:`Inventory` tab and select the
+:guilabel:`Resupply Subcontractor on Order` route in the :guilabel:`Routes` section.
+
+Repeat the process for every component that must be sent to the subcontractor.
+
+Resupply subcontractor on order workflow
+========================================
+
+The resupply subcontractor on order workflow consists of up to five steps:
+
+#. Create an |SO| for the subcontracted product; doing so creates a |PO| to purchase the product
+   from the subcontractor.
+#. Confirm the |PO| created in the previous step, or create a new |PO|; doing so creates a *Resupply
+   Subcontractor* order, as well as a receipt order or a dropship order.
+#. Process the *Resupply Subcontractor* order once components for the subcontracted product have
+   been sent to the subcontractor.
+#. Process the receipt once the subcontractor has finished manufacturing the subcontracted product,
+   and shipped it back to the contracting company **OR** process the dropship order to ship the
+   product directly to the customer.
+#. If the workflow was started by creating an |SO|, and the finished product is not dropshipped to
+   the end customer, process the delivery order once the product is shipped to the customer.
+
+The specific number of steps depends on the reason that the subcontracted product is being purchased
+from the subcontractor.
+
+If the reason is to fulfill a specific customer order, the process starts with creating an |SO|, and
+ends with delivering the product to the customer, or having the subcontractor dropship it to them.
+
+If the reason is to increase the quantity of stock on-hand, the process starts with creating a |PO|,
+and ends with receiving the product into inventory.
+
+.. important::
+
+   While the *Resupply Subcontractor on Order* route can be used to automatically resupply a
+   subcontractor upon confirmation of a |PO|, it is also possible to create a resupply order
+   manually. This workflow is useful when it is necessary to resupply the subcontractor without
+   creating a |PO|.
+
+   To resupply a subcontractor manually, navigate to the :menuselection:`Inventory` app, and click
+   on the :guilabel:`Resupply Subcontractor` card. Create a new *Resupply Subcontractor* order by
+   clicking :guilabel:`New`.
+
+   In the :guilabel:`Delivery Address` field, select the subcontractor to whom the components should
+   be sent.
+
+   Then, add each component to the :guilabel:`Operations` tab by clicking :guilabel:`Add a line`,
+   selecting the component in the :guilabel:`Product` drop-down field, and specifying a quantity in
+   the :guilabel:`Demand` field.
+
+   Finally, click :guilabel:`Mark as Todo` to register the order. Once the components have been sent
+   to the subcontractor, click :guilabel:`Validate` to confirm that the order has been sent.
+
+Create SO
+---------
+
+It is only necessary to complete this step if the product is being purchased from the subcontractor
+to fulfill a customer need. If the product is being purchased to increase the quantity of stock
+on-hand, move on to the next step.
+
+To create a new |SO|, navigate to :menuselection:`Sales app --> Orders --> Orders`, and click
+:guilabel:`New`.
+
+Select the customer in the :guilabel:`Customer` drop-down menu. Then, click :guilabel:`Add a
+product` on the :guilabel:`Order Lines` tab, select a subcontracted product in the
+:guilabel:`Product` drop-down menu, and enter a quantity in the :guilabel:`Quantity` field.
+
+Click :guilabel:`Confirm` to confirm the |SO|, at which point a :guilabel:`Purchase` smart button
+appears at the top of the page. This opens the |PO| created to purchase the subcontracted product
+from the subcontractor.
+
+.. note::
+   An |SO| for the product only creates a |PO| if the *Replenish on Order (MTO)* route is enabled on
+   the product's page, **and** there is not enough stock of the product on-hand to fulfill the |SO|.
+
+   If there is enough stock on-hand, confirming an |SO| for the product instead creates a delivery
+   order, because Odoo assumes that the |SO| is fulfilled using the stock in the warehouse.
+
+   This is not the case for subcontracted products that are dropshipped to the end customer. In that
+   case, a |PO| is **always** created, even if there is enough stock on-hand.
+
+Process PO
+----------
+
+If a |PO| was created in the previous step, navigate to :guilabel:`Purchase app --> Orders -->
+Purchase Orders`, and select the |PO|. Then, click :guilabel:`Confirm Order` to confirm it.
+
+If a |PO| was not created in the previous step, do so now by navigating to :menuselection:`Purchase
+app --> Orders --> Purchase Orders`, and clicking :guilabel:`New`.
+
+Begin filling out the |PO| by selecting a subcontractor from the :guilabel:`Vendor` drop-down menu.
+In the :guilabel:`Products` tab, click :guilabel:`Add a product` to create a new product line.
+Select a subcontracted product in the :guilabel:`Product` field, and enter the quantity in the
+:guilabel:`Quantity` field. Finally, click :guilabel:`Confirm Order` to confirm the |PO|.
+
+When a |PO| is confirmed for a product that requires resupplying a subcontractor with components, a
+receipt or dropship order is automatically created, and can be accessed from the corresponding
+:guilabel:`Receipt` or :guilabel:`Dropship` smart button that appears at the top of the |PO|.
+
+In addition, a *Resupply Subcontractor* order is created to ship the required components to the
+subcontractor. This order can also be accessed from the |PO|, by clicking the :guilabel:`Resupply`
+smart button at the top of the page.
+
+.. figure:: subcontracting_resupply/subcontractor-po.png
+   :align: center
+   :alt: A PO for a *Resupply Subcontractor on Order* product, with Resupply and Receipt smart
+         buttons at the top of the page.
+
+   A PO for a *Resupply Subcontractor on Order* product, with Resupply and Receipt smart buttons at
+   the top of the page.
+
+Process Resupply Subcontractor order
+------------------------------------
+
+Once the subcontracted product's components have been sent to the subcontractor, navigate to
+:menuselection:`Purchase app --> Orders --> Purchase Orders`, and select the |PO|.
+
+Click the :guilabel:`Resupply` smart button at the top of the screen to open the *Resupply
+Subcontractor* order, and click :guilabel:`Validate` to confirm that the components have been sent
+to the subcontractor.
+
+Alternatively, navigate to the :menuselection:`Inventory` app, click the :guilabel:`# To Process`
+button on the :guilabel:`Resupply Subcontractor` card, and select the *Resupply Subcontractor*
+order. Then, click :guilabel:`Validate` to confirm that the components have been sent to the
+subcontractor.
+
+Process receipt or dropship order
+---------------------------------
+
+Once the subcontractor has finished manufacturing the product, they either ship it to the
+contracting company, or dropship it to the end customer, depending on how the product was
+:ref:`configured <manufacturing/workflows/subcontracting_resupply/product-config>`.
+
+Process receipt
+~~~~~~~~~~~~~~~
+
+If the subcontractor ships the finished product to the contracting company, once it has been
+received, navigate to :menuselection:`Purchase app --> Orders --> Purchase Orders`, and select the
+|PO|.
+
+Click the :guilabel:`Receive Products` button at the top of the |PO|, or the :guilabel:`Receipt`
+smart button at the top of the page, to open the receipt. Then, click :guilabel:`Validate` at the
+top of the receipt to enter the product into inventory.
+
+Process dropship order
+~~~~~~~~~~~~~~~~~~~~~~
+
+If the subcontractor dropships the product, once they have sent it, navigate to
+:menuselection:`Purchase app --> Orders --> Purchase Orders`, and select the |PO|.
+
+Select the :guilabel:`Dropship` smart button at the top of the page to open the dropship order, and
+click :guilabel:`Validate` at the top of the order to confirm that the product has been sent to the
+customer.
+
+Process delivery order
+----------------------
+
+If the subcontracting workflow was started by a customer |SO|, and the finished product was **NOT**
+dropshipped to the customer, but rather delivered to the contracting company, it is necessary to
+ship the product to the customer, and process the delivery order.
+
+Once the product has been shipped to the customer, navigate to the :menuselection:`Sales` app, and
+select the |SO|. Select the :guilabel:`Delivery` smart button at the top of the page to open the
+delivery order, and click :guilabel:`Validate` on the order to confirm that the product has been
+shipped to the customer.