Stock Rental Locations Import Export

279 Figure 20.28: The Master Production Schedule MPS The production plan enables the logistics manager to play with the forecasted receipts and outgoings and test the impact on the future stock for the product concerned. It enables you for example to check that the stock does not fall below a certain level for that product. You can also open the production plan for past periods. In this case OpenERP shows you the real stock moves, by period for forecast reports. If you do not have automated procurement rules for a product you can start procurement at any time based on the estimates of the production plan. To do this press the button Procure Incoming Left i.e. remaining on the Master Procurement Schedule . OpenERP plans procurement for an amount equal to the entries forecast.

20.9 Management of Lots and Traceability

The double-entry management in OpenERP enables you to run very advanced traceability. All oper- ations are formalized in terms of stock moves, so it is very easy to search for the cause of any gaps in stock moves. Note: Upstream and Downstream Traceability Upstream traceability runs from the raw materials received from the supplier and follows the chain to the finished products delivered to customers. Note that the name is confusing - this would often be considered a downstream direction. Think of it as Where Used. Downstream traceability follows the product in the other direction, from customer to the different suppliers of raw material. Note that the name is confusing - this would often be considered an upstream direction. Think of it as Where Supplied.

20.9.1 Stock Moves

Use the menu Warehouse → Traceability → Stock Moves to track past stock transactions for a product or a given location. All the operations are available. You can filter on the various fields to retrieve the operations about an order, or a production activity, or a source location, or any given destination. 280 Figure 20.29: History of Stock Movements Each stock move is in a given state. The different possible states are: • Draft : the move so far had no effect in the system. The transaction has not yet been confirmed, • Confirmed : the move will be done, so it will be counted in the calculations of virtual stock. But you do not know whether it will be done without problem because the products have been reserved for the move, • Validated : the move will be done and the necessary raw materials have been reserved for the transaction, • Done : the stock move has been done, and entered into the calculations of real stock, • Waiting : in the case of transactions From Order, this state shows that the stock move is blocked waiting for the end of another move, • Cancelled : the stock move was not carried out, so there is no accounting for it in either real stock or virtual stock. Delivery orders, goods receipts and internal picking lists are just documents that group a set of stock moves. You can also consult the history of these documents using the menu Warehouse → Traceability → Packs.

20.9.2 Lots

OpenERP can also manage product lots. Two lot types are defined: • Production lots batch numbers are represented by a unique product or an assembly of identical products leaving the same production area. They are usually identified by bar codes stuck on the products. The batch can be marked with a supplier number or your own company numbers. • Tracking numbers are logistical lots to identify the container for a set of products. This corresponds, for example, to the pallet numbers on which several different products are stocked. These lots can be encoded onto all stock moves and, specifically, on incoming shipments lines, internal moves and outgoing deliveries. 281 Figure 20.30: Entering a Line for Production Receipt To enter the lot number in an operation you can use an existing lot number or create a new pack. A production lot batch number is used for a single product. A tracking number can be used several times for different products, so you can mix different products on a pallet or in a box. Note: Simplified View In the Simplified View the tracking numbers cannot be seen: the field is hidden. To get to Extended View mode, assign the group Usability – Extended View to the current user. You can also specify on the product form the operations in which a lot number is required. You can then compel the user to set a lot number for manufacturing operations, goods receipt, or customer packing. You do not have to encode the lot number one by one to assign a unique lot number to a set of several items. You only need to take a stock move for several products line and click the button Split in Production Lots. You can then give a lot number prefix if you want and OpenERP will complete the prefix in the wizard with a continuing sequence number. This sequence number might correspond to a set of pre-printed barcodes that you stick on each product. Figure 20.31: Splitting a Lot into uniquely Identified Parts