155 lines
5.2 KiB
ReStructuredText
155 lines
5.2 KiB
ReStructuredText
============================================
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How is the scheduled delivery date computed?
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============================================
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Scheduled dates are computed in order to be able to plan deliveries,
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receptions and so on. Depending on the habits of your company Odoo
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automatically generates scheduled dates via the scheduler. The Odoo
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scheduler computes everything per line, whether it's a manufacturing
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order, a delivery order, a sale order, etc. The dates that are computed
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are dependent on the different leads times configured in Odoo.
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Configuring lead times
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======================
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Configuring **lead times** is a first essentiel move in order to compute
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scheduled dates. Lead times are the delays (in term of delivery,
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manufacturing, ...) promised to your different partners and/or clients.
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Configuration of the different lead times are made as follows:
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At a product level
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------------------
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- **Supplier lead time**:
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Is the time needed for the supplier to deliver your purchased product.
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To configure the supplier lead time select a product, and go in the
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**Inventory** tab. You will have to add a vendor to your product in order
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to select a supplier lead time.
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.. image:: media/scheduled_dates05.png
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:align: center
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.. tip::
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Do not forget that it is possible to add different vendors and thus
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different delivery lead times depending on the vendor.
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Once a vendor is selected, just open its form and fill its **Delivery lead
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time**. In this case security days have no influence, the scheduled
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delivery days will be equal to: **Date** of the purchase order + **Delivery
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Lead Time**.
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.. image:: media/scheduled_dates02.png
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:align: center
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- **Customer lead time**:
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Customer lead time is the time needed to get your product from your
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store / warehouse to your customer. It can be configured for any
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product. Simply select a product, go into the sales tab and indicate
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your **Customer lead time**.
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.. image:: media/scheduled_dates01.png
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:align: center
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- **Manufacturing lead time**:
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At the same page it is possible to configure the **Manufacturing Lead
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Time** as well. Manufacturing lead time is the time needed to
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manufacture the product.
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.. tip::
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Don't forget to tick the manufacturing box in inventory if you
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want to create manufacturing routes.
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At the company level
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--------------------
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At company level, it is possible to configure **security days** in order
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to cope with eventual delays and to be sure to meet your engagements.
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The idea is to subtract **backup** days from the **computed scheduled date**
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in case of delays.
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- **Sales Safety days**:
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Sales safety days are **back-up** days to ensure you will be able to
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deliver your clients engagements in times. They are margins of errors
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for delivery lead times. Security days are the same logic as the early
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wristwatch, in order to arrive on time. The idea is to subtract the
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numbers of security days from the calculation and thus to compute a
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scheduled date earlier than the one you promised to your client. In that
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way you are sure to be able to keep your commitment.
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To set ut your security dates, go to :menuselection:`Settings --> General settings` and
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click on **Configure your company data**.
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.. image:: media/scheduled_dates04.png
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:align: center
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Once the menu is open, go in the configuration tab and indicate the
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number of safety days.
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- **Purchase Safety days**:
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Purchase days follow to the same logic than sales security days.
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They are margins of error for vendor lead times. When the system
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generates purchase orders for procuring products, they will be scheduled
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that many days earlier to cope with unexpected vendor delays. Purchase
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lead time can be found in the same menu as the sales safety days
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.. image:: media/scheduled_dates03.png
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:align: center
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.. tip::
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Note that you can also configure a default
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Manufacturing lead time from here.
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At route level
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--------------
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The internal transfers that a product might do due to the movement of
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stocks can also influence the computed date.
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The delays due to internal transfers can be specified in the **inventory**
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app when creating a new push rule in a route.
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Go to the push rules section on a route form to set a delay.
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.. image:: media/scheduled_dates06.png
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:align: center
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At sale order level:
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--------------------
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- **Requested date**:
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Odoo offers the possibility to select a requested date by the client by
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indicating the date in the other information tab of the sales order.
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If this date is earlier than the theoreticaly computed date odoo will
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automatically display a warning.
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.. image:: media/scheduled_dates07.png
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:align: center
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Example
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=======
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As an example, you may sell a car today (January 1st), that is purchased
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on order, and you promise to deliver your customer within 20 days
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(January 20). In such a scenario, the scheduler may trigger the
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following events, based on your configuration:
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- January 19: actual scheduled delivery (1 day of Sales Safety days)
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- January 18: receive the product from your supplier (1 day of Purchase
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days)
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- January 10: deadline to order at your supplier (9 days of supplier
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delivery lead time)
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- January 8: trigger a purchase request to your purchase team, since
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the team need on average 2 days to find the right supplier and
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order.
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