Automatic Procurement Minimum Stock Rules

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 282

20.9.3 Traceability

If you key in the lot numbers for stock moves as described above you can investigate the traceability of any given lot number. Go to the menu Warehouse → Traceability → Production Lots, or Warehouse → Traceability → Packs . Tip: Product Shortcuts From the product form, the toolbar to the right offers useful information: • Minimum Stock Rules, • Stock by Location, • Product Sales, • Bills of Material. Search for a particular lot using the filters for the lot number, the date or the product. Once you can see the form about this lot, several actions can be performed: • Upstream Traceability: from supplier through to customers, • Downstream Traceability: from customer back to suppliers, • Stock in all the physical and virtual locations. Figure 20.32: Tracing Upstream in Make to Order Figure 20.33: Tracing Downstream in Make to Stock Finally, on a lot, you can enter data on all the operations that have been done for the product. That keeps a useful history of the pre-sales operations.

20.10 Management by Journal

You can manage stock through journals in the same way as you can manage your accounts through journals. This approach has the great advantage that you can define journals in various ways to meet your company’s needs. For example, a large company may want to organize deliveries by department or warehouse. You can then create a journal and a manager for each department. The different users can work in a journal as a function of their position in the company. That enables you to better structure your information. A company doing a lot of transport can organize its journals by delivery vehicle. The different delivery orders will then be assigned to a journal representing a particular vehicle. When the vehicle has left the company, you can confirm all the orders that are found in the journal all at the same time.

20.10.1 The different journals

Install the Reconfigure option Invoicing Journals for Sales Management or the sale_journal module to work with different journals. This adds three new concepts to OpenERP: 283 • Invoicing journals, • Order journals, • Delivery journals. Invoicing journals Sales → Configuration → Sales → Invoice Types are used to assign purchase orders andor delivery orders to a given invoicing journal. Everything in the journal can be invoiced in one go, and you can control the amounts by journal. For example you can create the following journals: daily invoicing, end-of-week invoicing and monthly invoicing. It is also possible to show the invoicing journal by default in the partner form. Set the Invoicing Method to Grouped one invoice per customer or Non Grouped individual invoices according to your needs. Order journals look like orders and are automatically transferred to orders for the corresponding items. These enable you to classify the orders in various ways, such as by department, by salesperson, or by type. Then if a salesperson looks at her own journals after an order she can easily see the work on current items compared with her own orders. Tip: Default Values To enter all the orders in their own order journal, a salesperson can use the default values that are entered in the fields when creating orders. Finally the delivery journals are used to post each item into a delivery journal. For example you can create journals dated according to customer delivery dates such as Monday’s deliveries, or afternoon deliveries or these journals could represent the day’s work for delivery vehicles such as truck1, truck2.

20.10.2 Using the journals

You will now see how to use the journals to organize your stock management in practice. After installing the module sale_journal look at the list of partners. In the tab Sales and Purchases on any of them you will now see the field Invoicing Method. Figure 20.34: Partner Form in Invoicing Mode You can create a new Invoicing Journal for a partner on the fly. You can show if the invoices should be grouped or not after you have generated them in the journal. Create a second invoicing journal End-of-Month Invoicing which you can assign to another partner.