diff --git a/inventory/management.rst b/inventory/management.rst index 7439ba5a1..a268dc99d 100644 --- a/inventory/management.rst +++ b/inventory/management.rst @@ -12,5 +12,6 @@ Warehouse Management management/delivery management/incoming management/misc + management/planning management/lots_serial_numbers management/reporting \ No newline at end of file diff --git a/inventory/management/planning.rst b/inventory/management/planning.rst new file mode 100644 index 000000000..3bfa97929 --- /dev/null +++ b/inventory/management/planning.rst @@ -0,0 +1,9 @@ +======== +Planning +======== + +.. toctree:: + :titlesonly: + :glob: + + planning/scheduled_date diff --git a/inventory/management/planning/media/scheduled_date_01.png b/inventory/management/planning/media/scheduled_date_01.png new file mode 100644 index 000000000..31f719922 Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_01.png differ diff --git a/inventory/management/planning/media/scheduled_date_02.png b/inventory/management/planning/media/scheduled_date_02.png new file mode 100644 index 000000000..83ab9e25f Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_02.png differ diff --git a/inventory/management/planning/media/scheduled_date_03.png b/inventory/management/planning/media/scheduled_date_03.png new file mode 100644 index 000000000..de47d2b92 Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_03.png differ diff --git a/inventory/management/planning/media/scheduled_date_04.png b/inventory/management/planning/media/scheduled_date_04.png new file mode 100644 index 000000000..bed24bdcf Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_04.png differ diff --git a/inventory/management/planning/media/scheduled_date_05.png b/inventory/management/planning/media/scheduled_date_05.png new file mode 100644 index 000000000..5664f7716 Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_05.png differ diff --git a/inventory/management/planning/media/scheduled_date_06.png b/inventory/management/planning/media/scheduled_date_06.png new file mode 100644 index 000000000..4780d3d59 Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_06.png differ diff --git a/inventory/management/planning/media/scheduled_date_07.png b/inventory/management/planning/media/scheduled_date_07.png new file mode 100644 index 000000000..98330e83f Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_07.png differ diff --git a/inventory/management/planning/media/scheduled_date_08.png b/inventory/management/planning/media/scheduled_date_08.png new file mode 100644 index 000000000..f87031388 Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_08.png differ diff --git a/inventory/management/planning/media/scheduled_date_09.png b/inventory/management/planning/media/scheduled_date_09.png new file mode 100644 index 000000000..4b2cb6217 Binary files /dev/null and b/inventory/management/planning/media/scheduled_date_09.png differ diff --git a/inventory/management/planning/scheduled_date.rst b/inventory/management/planning/scheduled_date.rst new file mode 100644 index 000000000..65884b6f2 --- /dev/null +++ b/inventory/management/planning/scheduled_date.rst @@ -0,0 +1,187 @@ +============================================ +How is the Scheduled Delivery Date Computed? +============================================ + +In most cases, scheduled dates are computed to be able to plan +deliveries, receptions, and so on. Depending on your company’s habits, +Odoo generates scheduled dates via the scheduler. + +To make your life easier, the Odoo scheduler computes everything per +line, whether it’s a manufacturing order, a delivery order, a sale +order, etc. + +.. note:: + The computed dates are dependent on the different lead times configured + in Odoo. + +Configuring lead times +====================== + +Configuring lead times is the first move if you want to compute +scheduled dates. Those are the delays promised (in terms of delivery, +manufacturing, etc.) to your partners and/or clients. + +.. note:: + In Odoo, you can configure different lead times. + +At a product level +------------------ + +When configuring lead times at the product level, you have three +different types to take into account: supplier lead time, customer lead +time, and manufacturing lead time. + +Supplier lead time +~~~~~~~~~~~~~~~~~~ + +The supplier lead time is the time needed for the supplier to deliver +your purchased products. To configure it, select a product and click on +the inventory tab. There, you will have to add a vendor to your product. + +.. image:: media/scheduled_date_01.png + :align: center + +Now, just open the vendor form and fill its *Delivery lead time*. In +this case, the delivery day will be equal to *Date of the Purchase +Order + Delivery Lead Time*. + +.. image:: media/scheduled_date_02.png + :align: center + +.. tip:: + Do not forget that it is possible to add different vendor pricelists + and, thus, different delivery lead times, depending on the vendor. + +Customer Lead Time +~~~~~~~~~~~~~~~~~~ + +It is the time needed to get your product from your store/warehouse to +your customer. It can be configured for any product. To add it, select a +product and go to the inventory tab. There, simply indicate your +*customer lead time*. + +.. image:: media/scheduled_date_03.png + :align: center + +Manufacturing lead time +~~~~~~~~~~~~~~~~~~~~~~~ + +On the same page, it is possible to configure what’s called the +*Manufacturing Lead Time*. It is the time needed to manufacture the +product. + +At the company level +-------------------- + +At the company level, you can configure security days. Those are useful +to cope with eventual dalys and to be sure to meet your engagements. The +idea is to subtract backup days from the computed scheduled date in case +of delays. + +Once again, there are three different types of security lead times: for +sales, for purchases, and for manufacturing. + +Security lead time for sales +~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +In sales, security lead time corresponds to backup days to ensure you +will be able to deliver your clients 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 up your security dates, go to *Inventory > Configuration > +Settings* and enable the feature. + +.. image:: media/scheduled_date_04.png + :align: center + +Security lead time for purchase +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +It follows the same logic as security lead time for sales except that +security lead time for purchase is the margin of error for vendor lead +times, not for sales. + +When the system generates purchase orders for procuring products, they +will be scheduled that many days earlier to cope with unexpected vendor +delays. + +To find purchase lead time, go to *Inventory > Configuration > +Settings* and enable the feature. + +.. image:: media/scheduled_date_05.png + :align: center + +Security lead time for manufacturing +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +The security lead time for manufacturing allows generating manufacturing +orders which are scheduled that many days earlier to cope with +unexpected manufacturing days. + +To configure it, go to *Manufacturing > Configuration > Settings* and +enable the *Security Lead Time* option. Then, hit save. + +.. image:: media/scheduled_date_06.png + :align: center + +At route level +-------------- + +Sometimes, the internal transfers that a product might do may also +influence the computed date. The delays due to internal transfers can be +specified in the *Inventory* app when you create a new rule in a +route. + +To specify them, go to *Inventory > Configuration > Routes* and add a +push rule to set a delay. Of course, you need to activate *Multi-step +Routes* to use this feature. + +.. image:: media/scheduled_date_07.png + :align: center + +At the sale order level +----------------------- + +Expected date +~~~~~~~~~~~~~ + +In the *Sales* application, you have the possibility to activate the +option *Delivery Date*. It will allow you to see additional fields on +the sale order. + +By enabling this option, Odoo will indicate the *Expected Date* in the +*Other Info* tab of the sales order. This one is automatically +computed based on the different lead times. + +.. image:: media/scheduled_date_08.png + :align: center + +If you set a *Commitment Date* to deliver your customer that is +earlier than the *Expected Date*, a warning message will appear on the +screen. + +.. image:: media/scheduled_date_09.png + :align: center + +Example +~~~~~~~ + +To better understand all the above info, here is 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 20th). In such +a scenario, the scheduler will trigger the following events, based on +your configuration: + +- January 19: this is the actual scheduled delivery (1 day of Sales Safety Days); + +- January 18: you receive the product from your supplier (1 day of Purchase days); + +- January 10: this is the deadline to order at your supplier (9 days of Supplier Delivery Lead Time); + +- January 8: trigger a purchase request to your purchase team, since they need, on average, 2 days to find the right supplier and order. \ No newline at end of file