[ADD] inventory: add before date res doc

closes odoo/documentation#8331

X-original-commit: 3d82c7671c
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst

@@ -101,9 +101,11 @@ Operations Types`, and then clicking on a specific operations type.
 .. seealso::
    - :doc:`reservation_methods/at_confirmation`
    - :doc:`reservation_methods/manually`
+   - :doc:`reservation_methods/before_scheduled_date`
 
 .. toctree::
    :titlesonly:
 
    reservation_methods/at_confirmation
    reservation_methods/manually
+   reservation_methods/before_scheduled_date

content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst

@@ -9,6 +9,9 @@ At confirmation reservation
 The *at confirmation* reservation method reserves products **only** when a sales order (SO) is
 confirmed, **and** if enough stock of the products included in the |SO| is already available.
 
+.. seealso::
+   :doc:`About reservation methods <../reservation_methods>`
+
 Configuration
 =============
 
@@ -83,4 +86,5 @@ Availability` field reads `Available` (in green text), and the numbers in the :g
 Once ready, click :guilabel:`Validate`.
 
 .. seealso::
-   :doc:`About reservation methods <../reservation_methods>`
+   - :doc:`Manual reservation <manually>`
+   - :doc:`Before scheduled date reservation <before_scheduled_date>`

content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst

@@ -0,0 +1,153 @@
+=================================
+Before scheduled date reservation
+=================================
+
+.. _inventory/reservation_methods/before-scheduled-date:
+
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+
+The *Before scheduled date* reservation method allows users to select a specific number of days that
+act as the maximum number of days **before** a scheduled delivery date, when products included in a
+sales order (SO) should be reserved.
+
+.. seealso::
+   :doc:`About reservation methods <../reservation_methods>`
+
+Configuration
+=============
+
+To set the reservation method to *Before scheduled date*, navigate to :menuselection:`Inventory app
+--> Configuration --> Operations Types`. Then, select the desired :guilabel:`Operation Type` to
+configure, or create a new one by clicking :guilabel:`New`.
+
+In the :guilabel:`General` tab, locate the :guilabel:`Reservation Method` field, and select
+:guilabel:`Before scheduled date`.
+
+.. image:: before_scheduled_date/before-scheduled-date-configuration.png
+   :align: center
+   :alt: Reservation method field on delivery order operation type form.
+
+.. note::
+   When the :guilabel:`Type of Operation` is changed to :guilabel:`Receipt` on an
+   :guilabel:`Operations Type` form, reservation methods are **not** available.
+
+Once selected, a new :guilabel:`Reserve before scheduled date` field appears below. From this field,
+the number of :guilabel:`days before` and :guilabel:`days before when starred` can be changed from
+the default `0`.
+
+Changing the :guilabel:`days before` value changes the maximum number of days before a scheduled
+date that products should be reserved.
+
+Changing the :guilabel:`days before when starred` value changes the maximum number of days before a
+scheduled date that products should be reserved if the transfers are starred (favorited).
+
+.. example::
+   Here, the :guilabel:`days before` value is set to `2` days before, and the :guilabel:`days before
+   when starred` value is set to `3`.
+
+   This means products are reserved two days before the scheduled delivery date for normal orders,
+   and three days before the scheduled delivery date for starred (favorited) transfers.
+
+   .. image:: before_scheduled_date/before-scheduled-date- days-before.png
+      :align: center
+      :alt: Reserve before scheduled date field with set numerical values.
+
+   This is the configuration applied for the following workflow found below.
+
+Edit product form
+-----------------
+
+Before the *Before scheduled date* reservation method can be used, ensure that a *customer lead
+time* is added to products that plan to be sold with this method.
+
+To do that, navigate to :menuselection:`Inventory app --> Products --> Products`, and select the
+desired product to configure.
+
+On the product form, click the :guilabel:`Inventory` tab, and under the :guilabel:`Logistics`
+section, change the value in the :guilabel:`Customer Lead Time` field.
+
+For this example workflow, change it to `5` days.
+
+This sets the scheduled delivery date for this specific product to five days after the creation date
+of the sales order.
+
+.. image:: before_scheduled_date/before-scheduled-date-customer-lead-time.png
+   :align: center
+   :alt: Product form with customer lead time set in Inventory tab.
+
+Workflow
+========
+
+To see the *Before scheduled date* reservation method in action, create a new |SO| by navigating to
+:menuselection:`Sales app --> New`.
+
+Add a customer in the :guilabel:`Customer` field, then, in the :guilabel:`Order Lines` tab, click
+:guilabel:`Add a product`, and select a product from the drop-down menu that has a configured
+*customer lead time*, to add to the quotation form.
+
+Finally, in the :guilabel:`Quantity` column, adjust the desired quantity of the product to sell.
+
+For this sample workflow, set the :guilabel:`Quantity` to `10`.
+
+Once ready, click :guilabel:`Confirm` to confirm the sales order.
+
+Click the green :guilabel:`📈 (area graph)` icon on the product line to reveal the product's
+:guilabel:`Availability` tooltip. This tooltip reveals the reserved number of units for this order.
+Because the reservation method is set to *Before scheduled date*, the :guilabel:`Reserved` quantity
+reads `0 Units`.
+
+However, below that quantity reads `Available in stock`. This is because the quantity is available,
+but the scheduled date, for this example workflow, is five days from the order date.
+
+Since reservation is not until two days before the scheduled delivery, it will not reserve the
+products until then.
+
+.. note::
+   If there is **not** sufficient quantity of stock for the product included in the |SO|, the
+   :guilabel:`📈 (area graph)` icon is red, instead of green.
+
+   Instead of revealing the reserved number of units for the order, the :guilabel:`Availability`
+   tooltip reads :guilabel:`Reserved`, and reveals the available number of units (e.g., `0 Units`).
+
+   Additionally, unless there is a set replenishment or a live receipt, it also reads :guilabel:`No
+   future availability`, in red text.
+
+.. image:: before_scheduled_date/before-scheduled-date-availability-tooltip.png
+   :align: center
+   :alt: Confirmed sales order with product availability tooltip selected.
+
+Click the :guilabel:`Delivery` smart button to see the delivery order form.
+
+On the delivery order form, the status in the :guilabel:`Product Availability` field is listed as
+`Available`, in yellow text, instead of green. This is because there is sufficient stock on-hand for
+this order, but no quantity has been reserved yet.
+
+Note the :guilabel:`Scheduled Date` field, above the :guilabel:`Product Availability` field,
+displays the date five days from the order creation date. This indicates that the products are not
+reserved until three days from today's date (two days before the scheduled delivery date).
+
+.. image:: before_scheduled_date/before-scheduled-date-delivery-order-form.png
+   :align: center
+   :alt: Delivery order form with product availability and reserved quantity.
+
+In the :guilabel:`Operations` tab on the :guilabel:`Product` line, the numbers in the
+:guilabel:`Demand` column and the :guilabel:`Quantity` column do not match (in this case, the
+:guilabel:`Demand` column lists `10.00`, while the :guilabel:`Quantity` column lists `0`).
+
+The :guilabel:`Quantity` column lists `0` because the products aren't reserved until two days
+*before* their delivery date. Odoo automatically reserves the products once the scheduled date
+arrives, at which point the :guilabel:`Demand` and :guilabel:`Quantity` columns will match.
+
+.. tip::
+   If the products in the |SO| should be reserved *sooner* than the scheduled reservation date, the
+   reservation can be manually overridden. To manually reserve the products sooner than scheduled,
+   click :guilabel:`Check Availability` at the top of the form.
+
+   This turns the `Available` status in the :guilabel:`Product Availability` field green, and
+   changes the number in the :guilabel:`Quantity` column to match the :guilabel:`Demand` column.
+
+   Once ready, click :guilabel:`Validate`.
+
+.. seealso::
+   - :doc:`Manual reservation <manually>`
+   - :doc:`At confirmation reservation <at_confirmation>`

content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst

@@ -135,4 +135,5 @@ Once ready, click :guilabel:`Validate`.
       :alt: List of orders in waiting status and check availability button.
 
 .. seealso::
-   :doc:`At confirmation reservation <../reservation_methods/at_confirmation>`
+   - :doc:`At confirmation reservation <at_confirmation>`
+   - :doc:`Before scheduled date reservation <before_scheduled_date>`