[IMP] Inventory: new version of lead times doc (#660)

inventory/management/delivery.rst

@@ -10,7 +10,6 @@ Delivery Orders
    delivery/one_step
    delivery/two_steps
    delivery/three_steps
-   delivery/scheduled_dates
    delivery/dropshipping
    delivery/label_type
    delivery/packaging_type

inventory/management/delivery/scheduled_dates.rst

@@ -1,154 +0,0 @@
-============================================
-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 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:
-
-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 up 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.

inventory/management/planning.rst

@@ -6,5 +6,5 @@ Planning
    :titlesonly:
    :glob:
 
-   planning/scheduled_date
+   planning/scheduled_dates
    planning/schedulers

inventory/management/planning/scheduled_date.rst

@@ -1,187 +0,0 @@
-============================================
-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 :menuselection:`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 :menuselection:`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 :menuselection:`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 :menuselection:`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.

inventory/management/planning/scheduled_dates.rst

@@ -0,0 +1,260 @@
+===========================================
+How is the Scheduled Delivery Date Computed
+===========================================
+
+Providing the best possible service to customers is vital for business. It implies planning
+every move: manufacturing orders, deliveries, receptions, and so on. To do so, you need to
+configure lead time properly and coordinate scheduled dates.
+
+By using lead times, Odoo provides end dates, the **Commitment
+Date**, for each process. On a sales order, for example, this is the
+date your customer will get the products he ordered.
+
+From the customers’ side, the commitment date is important because it
+gives them an estimation of when they will receive their products. The
+dates take all other lead times, such as manufacturing, delivery, or
+suppliers, into account.
+
+How are Lead Times Calculated?
+==============================
+
+.. image:: media/scheduled_dates_01.png
+    :align: center
+    :alt: Visual representation of various lead times such as customer lead time or delivery LT
+
+As said above, there are several types of lead times. Each is calculated
+based on various indicators. Before going through the configuration,
+here is a brief summary of how lead times are calculated and what they
+are:
+
+-  **Customer Lead Time**: the customer lead time is the default
+   duration you set. Therefore, the expected date on the sales
+   orders is today + customer lead time.
+
+-  **Sales Security Lead Time**: the purpose is to be ready shipping
+   that many days before the actual commitment taken with the
+   customer. Then, the default scheduled date on the delivery order
+   is **SO delivery date - Security Lead Time**.
+
+-  **Purchase Security Lead Time**: additional time to mitigate the risk
+   of a vendor delay. The receipt will be scheduled that many days
+   earlier to cope with unexpected vendor delays. In case of a
+   *Replenish to Order*, the **Delivery order scheduled date -
+   Security lead time** for purchase will be the default
+   *Receipt* scheduled date.
+
+-  **Purchase Delivery Lead Time**: this is the expected time between a
+   PO being confirmed and the receipt of the ordered products. The
+   **Receipt scheduled date - Vendor delivery date** is the
+   default *PO Order By* date.
+
+-  **Days to Purchase**: number of days the purchasing department takes
+   to validate a PO. If another RFQ to the same vendor is already
+   opened, Odoo adds the line to the RFQ instead of creating a new
+   one. Then, the specific date is set on the line.
+
+-  **Manufacturing Lead Time**: this is the expected time it takes to
+   manufacture a product. This lead time is independent of the
+   quantity to produce and does not take the routing time into
+   account.
+
+-  **Manufacturing Security Lead Time**: additional time to mitigate the
+   risk of a manufacturing delay. In case of a *Replenish to
+   Order*, the **Delivery Order scheduled date - Manufacturing
+   Lead Time - Manufacturing Security Lead Time** is the default
+   *Manufacturing Order* planned date.
+
+Sales - Lead Times
+==================
+
+In the *Sales* app, there is an option called *Delivery Date*. It
+allows seeing an additional field on the sales orders, *Expected
+Date*. This one is automatically computed based on the different lead
+times previously configured.
+
+.. image:: media/scheduled_dates_02.png
+    :align: center
+    :alt: View of the delivery settings to have the delivery lead time taken into account
+
+If the set up *Delivery Date* is earlier than the the *Expected
+Date*, a warning message is displayed.
+
+.. image:: media/scheduled_dates_03.png
+    :align: center
+    :alt: View of the error that occurs when trying to choose an earlier date than what calculated
+          by Odoo
+
+But, for all of this properly working, it is still necessary to
+configure all the lead times that could occur.
+
+Customer Lead Time
+------------------
+
+The *Customer Lead Time* is the time needed for your product to go
+from your warehouse to the customer place. It can be configured on any
+product by going to :menuselection:`Sales --> Products --> Products`.
+There, open your product form, go in the inventory tab, and add your
+*Customer Lead Time*.
+
+.. image:: media/scheduled_dates_04.png
+    :align: center
+    :alt: View of the customer lead time configuration from the product form
+
+For example, product B is ordered on the 2nd of April but the *Customer
+Lead Time* is two days. In that case, the expected delivery date is the
+4th of April.
+
+Security Lead Time
+------------------
+
+In sales, *Security Lead Time* corresponds to backup days to ensure
+you are able to deliver the products in time. The purpose is to be ready
+shipping earlier in order to arrive on time.
+
+The number of security days is subtracted from the calculation to
+compute a scheduled date earlier than the one promised to the customer.
+
+To set this up, go to :menuselection:`Inventory --> Configuration -->
+Settings` and enable the feature *Security Lead Time for Sales*.
+
+.. image:: media/scheduled_dates_05.png
+    :align: center
+    :alt: View of the security lead time for sales configuration from the sales settings
+
+For example, product B is scheduled to be delivered on the 6th of April
+but the *Security Lead Time* is one day. In that case, the scheduled
+date for the delivery order is the 5th of April.
+
+Deliver several products
+------------------------
+
+In many cases, customers order several products at the same time. Those
+can have different lead times but still need to be delivered, at once or
+separately. Fortunately, Odoo can help you handle these cases easily.
+
+From the *Other Info* tab of your *Sale Order*, you can choose
+between *When all products are ready* and *As soon as possible*. The
+first one is to deliver products at once, while the second is to deliver
+them separately.
+
+For example, products A and B are ordered at the same time. A has 8 lead
+days and B has 5. With the first option, the *Expected Date* is
+calculated based on the product with the most lead days, here A. If the
+order is confirmed on the 2nd of April, then the *Expected Date* is on
+the 10th of April.
+
+With the second option, the *Expected Date* is calculated based on the
+product with the least customer lead days. In this example, B is the
+product with the least lead days. So, the *Expected Date* is on the
+7th of April.
+
+Purchase - Lead Times
+=====================
+
+Supplier Lead Time
+------------------
+
+The *Supplier Lead Time* is the time needed for a product you
+purchased to be delivered. To configure it, open a product from
+:menuselection:`Purchase --> Products --> Products` and add a vendor
+under the *Purchase* tab.
+
+.. image:: media/scheduled_dates_06.png
+    :align: center
+    :alt: View of the way to add vendors to products
+
+By clicking on *Add a line*, a new window is displayed. You can
+specify the *Delivery Lead Time* there. If done so, the delivery day
+for every purchase of that product is now equal to *Date of the
+Purchase Order + Delivery Lead Time*.
+
+.. image:: media/scheduled_dates_07.png
+    :align: center
+    :alt: View of the delivery lead time configuration from a vendor form
+
+.. note::
+      It is possible to add different vendors and, thus, different lead times
+      depending on the vendor.
+
+Security Lead Time
+------------------
+
+The *Security Lead Time* for purchase follows the same logic as the
+one for *Sales*, except that you are the customer. Then, it is the
+margin of error for your supplier to deliver your order.
+
+To set up *Security Lead Time* for purchase, go to
+:menuselection:`Inventory --> Configuration --> Settings` and enable
+the feature.
+
+.. image:: media/scheduled_dates_08.png
+    :align: center
+    :alt: View of the security lead time for purchase from the inventory settings
+
+Doing so, every time the system generates purchase orders, those are
+scheduled that many days earlier to cope with unexpected vendor delays.
+
+Manufacturing - Lead Times
+==========================
+
+Manufacturing Lead Time
+-----------------------
+
+The *Manufacturing Lead Time* is the time needed to manufacture the
+product. To specify it, open the *Inventory* tab of your product form
+and add the number of days the manufacturing takes.
+
+.. image:: media/scheduled_dates_09.png
+    :align: center
+    :alt: View of the manufacturing lead time configuration from the product form
+
+When working with *Manufacturing Lead Times*, the *Deadline Start*
+of the *MO* is **Commitment Date - Manufacturing Lead Time**. For
+example, the MO’s deadline start date for an order having a commitment
+date on the 10th of July is June 27th.
+
+Security Lead Time
+------------------
+
+The *Security Lead Time* for manufacturing allows generating
+manufacturing orders earlier to cope with the risk of manufacturing
+delays.
+
+To enable it, go to :menuselection:`Manufacturing --> Configuration -->
+Settings` and tick *Security Lead Time*.
+
+.. image:: media/scheduled_dates_10.png
+    :align: center
+    :alt: View of the security lead time for manufacturing from the manufacturing app settings
+
+For example, a customer orders B with a delivery date scheduled on the
+20th of June. The *Manufacturing Lead Time* is 14 days and the
+*Security Lead Time* is 3 days, so the manufacturing of B needs to
+start at the latest on the 3rd of June, which is the MO’s planned date.
+
+Global Example
+==============
+
+Here is a configuration:
+
+-  1 day of security lead time for Sales
+-  2 days of security lead time for Manufacturing
+-  3 days of manufacturing lead time
+-  1 day of security lead time for Purchase
+-  4 days of supplier lead time
+
+Let’s say that a customer orders B on the 1st of September and the
+delivery date is planned to be within 20 days (September 20th). In such
+a scenario, here is when all the various steps are triggered.
+
+-  **September 1st**: the sales order is created
+-  **September 10th**: the deadline to order components from the supplier
+   because of the manufacturing process (4 days of supplier lead
+   time)
+-  **September 13th**: the reception of the product from the supplier (1 day
+   of security lead time for Purchase)
+-  **September 14th**: the deadline start date for the manufacturing (19th -
+   3 days of manufacturing lead time - 2 days of security lead time
+   for Manufacturing)
+-  **September 19th**: the expected date on the delivery order form (1 day
+   of security lead time for sales)

redirects.txt

@@ -130,6 +130,7 @@ inventory/management/adjustment/virtual_warehouses.rst inventory/management/repl
 inventory/settings/warehouses.rst inventory/management/warehouses.rst 																# settings/* --> management/* (#424)
 inventory/settings/warehouses/difference_warehouse_location.rst inventory/management/warehouses/difference_warehouse_location.rst   # settings/* --> management/* (#424)
 inventory/settings/warehouses/location_creation.rst inventory/management/warehouses/location_creation.rst 							# settings/* --> management/* (#424)
+inventory/management/delivery/schedule_date.rst inventory/management/planning/scheduled_dates.rst 									# delivery/schedule_date --> planning/scheduled_dates (#660)
 
 helpdesk/getting_started.rst helpdesk/overview/getting_started.rst                               # (#565)
 helpdesk/after_sales.rst helpdesk/advanced/after_sales.rst                                       # (#565)