Lots Management of Lots and Traceability

286 Figure 20.37: Planning the Deliveries of Customer Products Planned dates on a packing order are put in each stock move line. If you have a packing order containing several products not all of the lines necessarily need to be delivered the same day. The minimum and maximum dates in a packing order show the earliest and latest dates on the stock move lines for the packing. If you move a packing order in the calendar view, the planned date in the stock move lines will automatically be moved as a result.

20.11.4 Managing Partial Deliveries

Partial deliveries, sometimes called Back Orders, are generated automatically by OpenERP. When you confirm a customer delivery or the receipt of products from suppliers, OpenERP asks you to confirm the quantity delivered or received. If you leave the quantities alone, OpenERP confirms and then closes the order for delivery or receipt. If you modify a quantity, OpenERP will automatically generate a second delivery or goods receipt document for the remaining quantities. The first will be confirmed and the second will remain in the list of waiting deliveries or receipts. Figure 20.38: Confirmation Screen for Delivered Quantities When you open the list of current deliveries, you find the field Back Order of which shows the reference number of the first delivery sent to the customer. That enables you to quickly find the deliveries for partial orders each day so that you can treat them as a priority.

20.11.5 Receiving Supplier Products

OpenERP supports three approaches to control data entry for products ordered from suppliers: • Manual data entry, • Using the goods receipt documents pre-generated by the system, • Selecting from all the products waiting from the supplier, independently from goods receipt documents. 287 You can see how the configuration of the supplier order affects receipts in detail in Driving your Purchases .

20.11.6 Manual Data Entry of Goods Receipt

To enter data about goods receipt manually go to the menu Warehouse → Warehouse Management → Incoming Shipments and click the New button. Then enter the necessary data manually in the goods receipt form. Figure 20.39: Manual Data Entry for Product Receipt

20.11.7 Confirming pre-generated Goods Receipt Documents

If you use Purchase Orders in OpenERP, product receipts are automatically generated by the system when the purchase order is confirmed. You do not have to enter any date, just confirm that the quantities ordered match the quantities received. In this case OpenERP generates a list of all products waiting to be received from the menu Warehouse → Warehouse Management → Incoming Shipments and applying proper filter. Group by State to find all incoming shipments with the corresponding state. 288 Figure 20.40: List of Items Waiting to be Received Then you just look for the corresponding entry using the supplier name or order reference. Click it and confirm the quantities. If it shows you quantities that differ from the control form, OpenERP will automatically generate another receipt document that will be set open, waiting for the remaining deliveries. You can leave it open or cancel it if you know that products missed by your supplier will never be delivered.

20.11.8 Confirmation by Selecting Products Waiting

The approach shown above is very useful if goods receipts correspond to the original orders. If your suppliers deliver items that do not necessarily coincide with the orders, however, it is easier to work by products received rather than by orders. In this case you can manually create a new goods receipt using the menu Warehouse → Products Moves → Receive Products . OpenERP opens a list of all the receivablereceived product from that supplier and you can automatically add some or all of them to your form. You can filter receivable products based on state and confirm it. This method of data entry is very useful when you are entering goods received at one time from several orders.

20.11.9 Product Routing

You should install the stock_location module if routing products to customers, from suppliers or in your warehouse is determined by the identity of the product itself.