
https://docs.google.com/document/d/1Ec6pmwA6MrEvi_hKpuBr8HbGflSeGsk8waWmN1id6KA/edit#heading=h.teahchhagxca
157 lines
5.2 KiB
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157 lines
5.2 KiB
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====================================================
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How are the order date and scheduled dates 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 an essential 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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On a product level
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------------------
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Supplier lead time:
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~~~~~~~~~~~~~~~~~~~
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The supplier lead time is the time needed for the supplier to deliver
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your purchased product. To configure the Supplier lead time select a
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product (from the Purchase module, go to :menuselection:`Purchase --> Product`),
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and go in the **Inventory** tab. You will have to
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add a **Vendor** to your product in order to select a supplier lead time.
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.. image:: media/compute_date01.png
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:align: center
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.. tip::
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It is possible to add more than one vendor per product and thus
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different delivery lead times depending on the vendor.
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Once a vendor is selected, click on it to open its form and indicate its
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delivery lead time.
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.. image:: media/compute_date02.png
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:align: center
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.. note::
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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 Lead Time.
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Customer lead time
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~~~~~~~~~~~~~~~~~~
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The 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 (from the **Sales** module, go to
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:menuselection:`Sales --> Product`),
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and go into the **Sales** tab to indicate your customer lead time.
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.. image:: media/compute_date03.png
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:align: center
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On the company level
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--------------------
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On company level, it is possible to parameter **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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~~~~~~~~~~~~~~~~~
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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 on time. They are margins of errors for
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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. That
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way you are sure to be able to keep your commitment.
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To set up your security dates, go to the app
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:menuselection:`Settings --> General settings`,
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and click on **Configure your company data**.
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.. image:: media/compute_date04.png
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:align: center
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Go the **Configuration** tab to indicate the number of safety days
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.. image:: media/compute_date05.png
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:align: center
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.. tip::
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Note that you can in this menu configure
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a default **Manufacturing** lead time.
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Purchase days
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~~~~~~~~~~~~~
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Purchase days response 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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in order to cope with unexpected vendor delays. Purchase lead time can
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be found in the same menu as the sales safety days (see screenshot
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above).
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On route level
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--------------
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The internal transfers due to the movement of stocks can also influence
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the computed date.
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The delays due to internal transfers can be specified in the **Inventory**
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module when creating a new push rule for a new route.
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.. note::
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Read the documentation
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:doc:`../../../../inventory/routes/concepts/push_rule`
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to learn more.
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.. image:: media/compute_date06.png
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:align: center
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On document level:
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------------------
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Requested date
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~~~~~~~~~~~~~~
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Odoo offers the possibility to indicate a requested date by the client
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straight on the sale order, under the tab **Other information**. If
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this date is earlier than the theoretically computed date, Odoo will
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automatically display a warning.
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.. image:: media/compute_date07.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 needs on average 2 days to find the right supplier and
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order.
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