We have our own Manufacturing Plant in China. It takes multiple weeks, usually months, for us to receive products we order.
We update the scheduled arrival date up to 10 times between when the PO is accepted to when the Distribution Center plans the Receipt, as a result we need very granular visibility into our supply chain.
Example:
• We place a PO for multiple products at high quantities
• Factory notifies us of PO acceptance
• Factory fulfills the order based on capacity
• We receive updates like "we have X ready to ship" (a subset of the PO quantity)
• We track the shipment to the port, on the water, waiting to dock, etc
• Employees are scheduled to provide information, pay fees, arrange inspections, etc
• Once products are at the DC, we get our final date for the Receipt
In a given month, our Procurement team will be reviewing the forecast PER PO LINE ITEM.
They will need to see:
• quantity on order
• scheduled arrival date
• current step in our procurement process
• when was the scheduled arrival data last updated
• who updated it
This provides our team with a level of confidence about each scheduled arrival date - since with each step in the process the date becomes more accurate.
What is the best way to support this in Odoo?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Proyecto
- MRP
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You can create a new Menu to manage Forecast Updates:
Updating the Date Scheduled and Step from here gives you what you need.
How?
1. Create a Custom field for your Steps:
2. Create the new Menu using the button at the bottom of the Form view of the Stock Move model.
3. Create a Custom View and set it as the View Ref of the Window Action of that new Menu:
[Copy / Paste the XML from https://gist.github.com/ray-odoo/a21899d334dd899c4268286b999fc8b0]
4. Set the Context of the Window Action to:
{'search_default_future': 1, 'search_default_incoming': 1}
5. Create your own Custom Activities:
6. Create a User Defined default so all Stock Moves from your Purchase Orders start at Step 1.
Workflow:
Create a Blanket Order Purchase Agreement for your initial Products and Quantities (activate this feature in Settings if needed).
Your Inventory Forecast begins in Odoo when you place your Purchase Orders. From the Blanket Order, create a Purchase Order representing the accepted quantity and delivery date.
Our first PO will be for 50 of Widget1, 150 of Widget2 and 250 of Widget3 with Delivery Dates in July. Our second PO will be for 50 of each product with Delivery Dates in August.
Visiting our Menu, we can update the Step for the first 50 we ordered:
This screen works like a spreadsheet, click a cell to edit.
If you need to make updates to multiple PO's, Receipts or Products - you select them and use our "multi edit" feature:
Each time you update the Date Scheduled, the Forecasted Inventory Report will reflect the update and provide you with accurate information about when products can be expected as each of your Steps are completed.
To schedule Activities for those responsible for each Receipt, click the Transfer to open it and click Schedule Activity from the Chatter.
Extra Credit:
You can "pack" your products into Containers (activate Product Packagings) if you need to keep track at that level.
HINT: This will need additional defaults in the Context dictionary for Product and Quantity to carry over to created Packagings.
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