Push Flows Logistics Configuration in a Multi-Company Environment

274 Figure 20.22: Configuration of a rental location ‘Axelor - Rental Location‘ Using the menu Warehouse → Traceability → Stock Moves, you can create a stock movement entry from Stock to Customer Location Axelor - Rental Location in OpenERP for a rental product PC3. Figure 20.23: Stock movement entry to send the product ‘PC3‘ to the customer location The stock movement entry from Customer Location Axelor - Rental Location to Stock is generated automatically on the proper Scheduled Date by OpenERP when you have confirmed the previous stock movement entry by clicking the Process Now button. The same principle is used for internal stock to generate quality control for certain products. 275

20.6.3 Consigned Products

The principle of linked locations is used to manage consigned products. You can specify that certain products should be returned to you a certain number of days after they have been delivered to customers. When the products have been delivered, OpenERP automatically creates goods receipts for the consigned product. The specified date is obviously approximate but enables you to forecast returns.

20.7 Warehouses

Warehouses are designed for physical locations from which you can deliver to the customer and to which you receive raw materials. When you buy products from a supplier you should take account of the Warehouse you use for this purchase. This also enables the end user to not have to choose from a list of locations but simply a real warehouse. Use the menu Warehouse → Configuration → Warehouse Management → Warehouses, then click New to configure a new warehouse. A warehouse is defined by a link between three locations: • The Location Stock field shows the place of products available for delivery to a customer directly from this warehouse. Availability is given by all the products in that location and any child locations. • The Location Input field shows where ordered products are received from a supplier in that warehouse. It can be the same as the stock location if, for example, you want to do a quality control operation on your incoming raw materials. • The Location Output field called Output in the demonstration database is designed as a buffer zone in which you store all the items that have been picked, but not yet delivered to a customer. You are strongly advised not to put this location within the stock hierarchy but instead at a higher level or at the same level. Figure 20.24: Warehouse Parameters You can also set an address for the warehouse. This address should ideally be an address of your company. Once the warehouse has been defined it can be used in: • Minimum stock rules, • Supplier orders, • Customer orders using the definition of a point of sale, which is linked to a warehouse.

20.7.1 Automatic Procurement

Several methods of automatically procuring products can be carried out by OpenERP: • the workflow used by products that have the procurement mode Make to Order, • using minimum stock rules for Make to Stock products, • using the master production schedule for Make to Stock products. The last two methods are described below. 276

20.7.2 Minimum Stock Rules

To automatically make stock replenishment proposals, you can use minimum stock rules. To do this use the menu Warehouse → Automatic Procurements → Minimum Stock Rules. The rule is the following: if the virtual stock for the given location is lower than the minimum stock indicated in the rule, the system will automatically propose a procurement to increase the level of virtual stock to the maximum level given in the rule. Figure 20.25: List of Minimum Stock Rules Tip: Conflict Resolution You may find draft production or procurement orders to be created although they should not exist. That can happen if the system is badly configured for example if you have forgotten to set the supplier on a product. To check this, look at the list of procurements in the exception state in the menu Warehouse → Schedulers → Procurement Exceptions. More details about processing these exceptions is given in Manufacturing . We underline that the rule is based on virtual quantities and not just on real quantities. It takes into account the calculation of orders and receipts to come. Take the following example: • Products in stock: 15 • Products ordered but not delivered: 5 • Products in manfacturing: 2 The rules defined are: • Minimum stock: 13 • Maximum stock: 25. Once the rules have been properly configured, the purchasing manager only needs to look at the list of orders for confirmation with the supplier using the menu Purchases → Purchase Management → Requests for Quotation. Note: Note that the procurement does not require that you buy from a supplier. If the product has a Supply method Produce the scheduler will generate a Manufacturing order instead of a supplier order. You can also set multiple quantities in the minimum stock rules. If you set a multiple quantity of 3 the system will propose procurement of 15 pieces, and not the 13 it really needs. In this case it automatically rounds the quantity upwards. In a minimum stock rule, when you indicate a warehouse it suggests a stock location by default in that warehouse. You can change that location by default when the scheduler completes, by location and not by warehouse.