diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst b/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst index 5f0f86207..2c1bdd88d 100644 --- a/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst +++ b/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst @@ -130,4 +130,5 @@ to factor in the cost of dropshipping. subcontracting/subcontracting_basic subcontracting/subcontracting_resupply + subcontracting/resupply_subcontracting_lead_times subcontracting/subcontracting_dropship diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst new file mode 100644 index 000000000..1bb7dbe92 --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst @@ -0,0 +1,161 @@ +================================== +Resupply subcontracting lead times +================================== + +.. |PO| replace:: :abbr:`PO (Purchase Order)` +.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)` +.. |BoM| replace:: :abbr:`BoM (Bill of Materials)` + +In Odoo, lead times are used to predict how long it takes to complete a certain action. For example, +a *delivery lead time* can be set for a purchased product, which specifies the number of days it +usually takes for the product's vendor to deliver the product to the purchasing company. + +For subcontracted products specifically, delivery lead times can be configured to take into account +the amount of time required for the subcontractor to manufacture a product. Doing so allows the +contracting company to better predict the delivery dates of subcontracted products. + +Certain subcontracted products require the contracting company to supply the subcontractor with +manufacturing components. In this case, a *manufacturing lead time* can be used, in addition to the +delivery lead time, to generate the date on which the subcontractor must receive the required +components, in order to manufacture the product and deliver it on time. + +.. important:: + Like all lead times in Odoo, lead times for subcontracted products are only an estimate, and are + based on how long actions are *expected* to take. + + Unforeseen circumstances can impact the completion of these actions, which means that lead times + should **not** be viewed as guarantees. + +Configuration +============= + +When using the :doc:`Resupply Subcontractor on Order ` route, a company is +responsible for supplying the subcontractor with the necessary components. As a result, the +subcontractor cannot begin manufacturing until the components have been received. + +This means that, in addition to the amount of time it takes the subcontractor to manufacture and +deliver the product, the date they receive the components must also be considered. + +By assigning a product's subcontractor a delivery lead time, and specifying a manufacturing lead +time on the product's bill of materials (BoM), *Resupply Subcontractor* orders for the product's +components display the deadline by which the subcontractor must receive the components. + +Product delivery lead time +-------------------------- + +To set a delivery lead time for a product's subcontractor, navigate to :menuselection:`Inventory app +--> Products --> Products`, and select a subcontracted product. + +Then, select the :guilabel:`Purchase` tab on the product's page. If the subcontractor has not +already been added as a vendor, do so now by clicking :guilabel:`Add a line`, and selecting the +subcontractor in the :guilabel:`Vendor` field. + +Once the subcontractor has been added, enter the number of days it takes them to manufacture and +deliver the product, in the :guilabel:`Delivery Lead Time` column. + +.. image:: resupply_subcontracting_lead_times/delivery-lead-time.png + :align: center + :alt: The Delivery Lead Time field for a subcontractor, on the Purchase tab of a product page. + +Product manufacturing lead time +------------------------------- + +Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of Materials` smart button at +the top of the product's page. Then, select a |BoM| from the list. + +On the |BoM|, select the :guilabel:`Miscellaneous` tab. In the :guilabel:`Manuf. Lead Time` field, +enter the same number of days that was entered in the :guilabel:`Delivery Lead Time` field of the +|BoM|'s product. + +.. image:: resupply_subcontracting_lead_times/manufacturing-lead-time.png + :align: center + :alt: The Manuf. Lead Time field on a product's BoM. + +While not all of these days are actually used for manufacturing by the subcontractor, setting the +same number of days in each field tells Odoo that the subcontractor must receive the components and +begin production by the start of the product's delivery lead time. This gives the subcontractor +enough time to both manufacture and deliver the product. + +Resupply subcontracting workflow +-------------------------------- + +Create a request for quotation (RfQ) for the product by navigating to :menuselection:`Purchase app +--> Orders --> Requests for Quotation`, and clicking :guilabel:`New`. + +Specify the subcontractor in :guilabel:`Vendor` field. Then, add the product in the +:guilabel:`Products` tab by clicking :guilabel:`Add a product`, selecting the product in the +:guilabel:`Product` column, and specifying a quantity in the :guilabel:`Quantity` column. + +In the :guilabel:`Expected Arrival` field, enter a date that provides enough time for the +subcontractor to receive the components, manufacture the product, and deliver it back to the +subcontracting company. + +.. important:: + When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field auto-populates with a + date that is today's date plus the delivery lead time of the product. However, this does **not** + consider the time it takes to ship the components to the subcontractor. + + When purchasing a product subcontracted using the Resupply Subcontractor on Order route, it is + necessary to adjust this date to take into account the extra time needed for the components to be + shipped to the subcontractor. + + Since production does not begin until they receive the components, leaving the date as is results + in the finished product arriving *after* the date listed on the |RfQ|. + +Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing so causes a +:guilabel:`Resupply` smart button to appear at the top of the page. + +Click the :guilabel:`Resupply` smart button to open the resupply subcontractor order, which is the +order created to send components to the subcontractor. + +The :guilabel:`Deadline` field on the resupply subcontractor order shows the deadline for the +subcontractor to receive the components, in order for them to have enough time to manufacture and +deliver the finished product by the Expected Arrival date. + +The :guilabel:`Scheduled Date` field should display the latest date on which components can be +shipped, while still arriving to the subcontractor by the :guilabel:`Deadline`. However, by default, +the date displayed is the same as the date in the :guilabel:`Deadline` field, and must be updated to +take into account the time required for shipping. + +Click on the :guilabel:`Scheduled Date` field to open a calendar popover from which a date can be +selected. Select a date that allows for the components to be delivered by the :guilabel:`Deadline` +on the resupply subcontractor order. + +After the components are shipped, click the :guilabel:`Validate` button at the top of the order to +confirm they have been sent to the subcontractor. + +Once the subcontractor receives the components, they begin manufacturing the component, before +delivering it to the contracting company. + +.. example:: + Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — to produce units of + their *Unicycle* product. + + Mike's Bikes must supply Bike Friends with the necessary components for manufacturing the + unicycles. + + On average, Bike Friends takes three days to manufacture each unicycle, plus an additional two + days to deliver it to Mike's Bikes. + + As a result, Mike's Bikes sets a delivery lead time of five days for unicycles manufactured by + Bike Friends: three days for manufacturing, plus two days for delivery. + + On the unicycle's |BoM|, they enter a manufacturing lead time of five days, as well, to remind + themselves of the date that components must be delivered to the subcontractor. + + They confirm a |PO| for one unicycle, with an expected arrival date of May 30th. + + The resupply subcontractor order for shipping the components to the subcontractor shows a + *Deadline* of May 25th. The subcontractor must receive the components by this date, in order to + have enough time to manufacture the unicycle, and deliver it by May 30th. + + It takes Mike's Bikes two days to deliver the components, so they update the *Scheduled Date* + field on the resupply subcontractor order to May 23rd, two days before the Deadline. + + .. image:: resupply_subcontracting_lead_times/scheduled-deadline.png + :align: center + :alt: The Scheduled Date and Deadline fields on a resupply subcontractor order. + + Mike's Bikes ships the components to Bike Friends on the scheduled date of May 23rd, and they + arrive on the deadline of May 25th. This gives Bike Friends enough time to manufacture the + unicycle, and ship it back to Mike's Bikes by the expected arrival date of May 30th. diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/delivery-lead-time.png b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/delivery-lead-time.png new file mode 100644 index 000000000..cf0dde004 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/delivery-lead-time.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/manufacturing-lead-time.png b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/manufacturing-lead-time.png new file mode 100644 index 000000000..5ec251201 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/manufacturing-lead-time.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/scheduled-deadline.png b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/scheduled-deadline.png new file mode 100644 index 000000000..0593dfb4b Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times/scheduled-deadline.png differ