Procurement Methods – Make to Stock and Make to Order Supply Methods

258 Figure 20.9: Form for entering goods received from a supplier order The products then arrive in stock and should reflect the quantities shown on the product form. In the Incoming Shipments form, the field Invoicing Control lets you influence the way you send invoices to suppliers. If this is set to To be invoiced a supplier invoice will now be generated automatically in the draft state, based on the goods received. Your accountant then has to confirm this pre-invoicing once the supplier’s invoice is received. This enables you to verify that the invoiced quantities correspond to the quantities received.

20.3.4 Receipt of a Supplier Order by Product

From this version on, you can also handle receptions by product, even from List view. Go to Warehouse → Products Moves → Receive Products. Filters allow you to easily select receipts to be done, and so on. One way to quickly receive products is to Group by Supplier and select To Do. This is very useful functionality when your supplier sends the goods for several purchase orders at a time. You can now just receive the products, regardless of the purchase order they come from. The List view offers great flexibility and allows you to rapidly receive products by keeping full functionality Of course, you can handle both partial and complete receptions and you can add information about the production lots and packs. Of course, you can also accomplish this from Form view.

20.3.5 Customer Delivery

Everything about goods receipt can also be done manually for a customer delivery. But this time, use the automated product delivery processes based on customer orders. Install the sale module so that you can proceed further in this section of the chapter. Now create a new customer order from the menu Sales → Sales → Sales Orders. Enter the following data in this order: • Shop : OpenERP S.A. • Customer : Agrolait • Order Line : – Product : Basic+ PC assembly on order, – Quantity : 3 PCE 259 – Procurement Method : from stock. You have already seen that OpenERP shows you the available product stock when you have selected list mode. The real stock is equal to the virtual stock because you have nothing to deliver to customers and you are not waiting for any of these products to be received into stock. The salesperson then has all the information needed to take orders efficiently. Figure 20.10: Entering an order for three computers Then confirm the quotation to convert it to an order. If you return to the product form, you will see the virtual stock is now smaller than the real stock. Indeed, three products have been reserved by the order that you created, so they cannot be sold to another customer. Start the scheduler through the menu Warehouse → Schedulers → Compute Schedulers. Its functionality will be detailed in Manufacturing . This manages the reservation of prod- ucts and places orders based on the dates promised to customers, and the various internal lead times and priorities. Tip: Just in Time Install the module mrp_jit to schedule each order in real time after it has been confirmed. This means that you do not have to start the scheduler or wait for its periodical start time. Now have a look at the list of deliveries waiting to be carried out using the menu Warehouse → Warehouse Management → Delivery Orders. You find a line there for your order representing the items to be sent. Double-click the line to see the detail of the items proposed by OpenERP. Figure 20.11: Items on a Customer Order 260 Tip: States OpenERP distinguishes between the states Confirmed and Assigned. An item is Confirmed when it is needed, but the available stock may be insufficient. An item is Assigned when it is available in stock and the storesperson reserves it: the necessary products have been reserved for this specific operation. You can also confirm a customer delivery using the Confirm Order button in the Sales Order. When you click the Process button of Outgoing Deliveries, a window opens where you can enter the quantities actually delivered. If you enter a value less than the forecasted one, OpenERP automatically generates a partial delivery note and a new order for the remaining items. For this exercise, just confirm all the products. If you return to the list of current orders you will see that your order has now been marked as delivered done. A progress indicator from 0 to 100 is shown by each order so that the salesperson can follow the progress of his orders at a glance. Figure 20.12: List of Orders with their Delivery State Note: Negative Stock Stock Management is very flexible so that it can be more effective. For example if you forget to enter products at goods in, this will not prevent you from sending them to customers. In OpenERP you can force all operations manually using the button Force Assignment. In this case, your stocks risk becoming negative. You should monitor all stocks for negative levels and carry out an inventory correction when that happens.

20.3.6 Customer Delivery by Product

From this version on, you can also handle deliveries by product, even from List view. Go to Warehouse → Products Moves → Deliver Products. Filters allow you to easily select deliveries to be done, available deliveries and so on. One way to quickly deliver products is to Group by Customer and select either To Do or Available. This is very useful functionality when you send the goods to your customer for several sales orders at a time. You can now just deliver the products, regardless of the sales order they come from. The List view offers great flexibility and allows you to rapidly deliver products by keeping full functionality Of course, you can handle both partial and complete deliveries and you can add information about the production lots and packs. Of course, you can also accomplish this from Form view.