Stock Moves Management of Lots and Traceability

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20.11.1 Requirements Calculation Scheduling

Requirements calculation is the calculation engine that plans, prioritises and starts the automated procurement as a function of rules defined in the products. Note: Requirements Calculation Requirements Calculation is often called Scheduling. By default, it automatically starts once a day. You can also start it manually using the menu Manufacturing → Schedulers → Compute Schedulers. It then uses the parameters defined in the products, the suppliers and the company to determine the priorities between the different product orders, deliveries and purchases from suppliers.

20.11.2 Just in Time

By default, scheduling starts automatically once a day. You should make this run be executed overnight to ensure that the system does not slow down under a heavy load of scheduling when you are also trying to use it interactively yourselves. To set the start time for the scheduler, go to the menu Administration → Configuration → Scheduler → Scheduled Actions . Select the rule called ‘Run mrp scheduler’ and modify the date and time of the next execution. Some companies want to plan orders progressively as they are entered so they do not wait until procurement orders are planned the next day. Install the module mrp_jit to handle this. Once it is installed, each requirement that could result in a Production or Purchase Order will be planned in real time as soon as it has been confirmed. Then if you make a customer order with a product that is Make To Order the quotation request to a supplier will immediately be generated. Tip: Delivery from the Supplier or to the Customer The sale_supplier_direct_delivery module enables you to deliver the product directly from the sup- plier to the customer. At the time of writing this module is in addons-extra . The logic that the product follows is configured individually for each product and affects only those products marked Make to Order. This mode is not always sensible. Each order is processed immediately when confirmed. So if an order is to be delivered in three months the scheduler will reserve goods in stock for each order once it has been confirmed. It would have been more sensible to leave these products available for other orders. If a Purchase Order’s Invoicing Control is configured From Order, the scheduler will immediately create the corresponding supplier quotation request. It would have been preferable to delay for several weeks if you could have used the lead time to group the purchase with other future orders. So the negative effects of working with the Just in Time module are: • Poor priority management between orders, • Additionally stocked products.

20.11.3 Planning

You have seen that most OpenERP documents can be changed in a planning view. It is the same for deliveries and goods receipts. You can put them into a calendar view at any time to plan your deliveries or goods receipts. 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.