Dear consultants,

I have situation and need your advices about solution.

A. Our customer have simple manufacturing process (1 level BOM), where as

     1 product A = 2-parts X + 1-part Y + 15 minutes of labor. 

They have around 100,000 product code, 1000 parts (5-6 types of product variants)

B. Customer need salesman when create sale [quotation]/xorder (in 1-2 screens):

1. if on-hand of product A > order quantity: can commit sale to customer.

            System need to record and show in detail consumed forecast relevant sale orders.

            Ex: in WH     On-hand A = 1000, Forecast = 600 (as current system running)

            Must show Forecast 600 = 200 reserved to order No. 4 (sale 1), 400 reserved order No.5 (sale 2) …

            If a sale committed, others salesman cannot continue reserved products to make others Sale order (come to next case).

2. if on-hand of product A < Sale order quantity: 

    a.     Salesman must check (need on a same screen) if enough Material (X, Y) to create enough A. If enough material  and suitable time: can confirm sale order.

    Confirm Sale order must come with keeping related necessary Materials to that sale order (similar to reserve function when make inventory move out).

    Ex: in RMWH if On-hand of Material X = 2500, Forecast = 1200 (as current system running)

    Must show in Forecast 1200 = 400 (200x2) reserved to order No.4, + 800 (400x2) reserved to order No.5 … Others Sale order cannot get from reserved Materials

     b.    If not enough material and suitable time, must confirm with Purchase Dept. to buy/ensure material quantity.

      Ex: If On-hand X = 1000, need more at least 200, Purchase Request will be generated, and confirm to be used for new Sale Order (Link 1:1 from Sale order line à Purchase Request/ Order: OK)

     When Purchase Dept., confirm, that sale can confirm. And after that, Production Order will be creating automatically (MTO) (Link 1:1 from Sale order line à MO : OK)

    c.     Salesman can deal with others salesman to ask and get Product/Materials from registered Sale Order. 

That mean:

+ They want to view others sale orders committed for that product, and related reserved materials (on- hand, to be consumed for registered Sale Orders) .

+ they want to move consumed Product/or reserved materials from this sale order to other sale order. (Ask - Give mechanism)

We tried to limit this move one time. A sale order (and its materials) can give only one time.

With this situation, we coming to solution as mostly configuration:

-      Attach a physical inventory location to a salesman. When create account for salesman, his location is created at the same time. This location is under physical location of his branch (department).

-      Every transaction related to that salesman map to his location

-      Config of MTO and Sale à Purchase must implement as above request.

-      Customization to show in Salesman warehouse, how many is working sale order?

I know the limitation of this solution is when salesman quit, we have to do a lot of tasks such as: dealing with opening documents, transfer inventory and close his location…

Please advise if it encounter some limitations of Odoo system?  Or others better solution.