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