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procurementpurchase_ordersubcontractorroutesresupply
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Ben Fischinger

Hi there!

We are starting to plan procurement for all of our products right now.

We have multiple steps in our production, including deliveries to subcontractors.

Right now we want to do a production forecasts and orders accordingly for the upcoming months.

My issue is that we have already planned and placed some orders before starting to plan with odoo, so the goods are already in production or on their way. Odoo does not take these orders into account while triggering re-orders for the components.

E.g.: We have already ordered 750 units, we have a need for 200 units created by a new order, Odoo generates the re-supply slips AND a re-order of 200 units for the component which just doesn't make sense.

The route configuration for the subcontractor route is as follows:

  1. Take from "Physical Locations/ Subcontractor", send to "Virtual Locations/Production" --> trigger another rule
  2. Take from "Stock", send to "Physical Locations/ Subcontractor" --> take from stock, if not possible trigger another rule
  3. Purchase from "Partners/Vendors"


Does anyone have a solution for this issue? 


Thanks a lot in advance!


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Ben Fischinger
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Hi!

Thanks for your reply!

Maybe I did not explain the setting correctly. 

We have all the stock we have saved in Odoo. We just started with planning procurement with Odoo now, which means there are purchase orders in the system that have not been planned by MPS/planner/ re-ordering rules from odoo, but just have been created manually.

Odoo seems to not consider these orders and orders overcapacity (exactly the number of components that are in need, without considering the order that has already been placed and confirmed).

Jaideep

Understand.
Since the procurement (step 3) is triggered by the route (step 2) it is specific and linked to this transfer and creates exactly the need if the qty isn’t available in stock.

You might want to change the supply method in step 2 to ‘take from stock’. This wouldn’t trigger a procurement directly, but rather create a replenishment need.

The replenishment can be controlled (min, max etc) either set to Auto or Manual

You might want to try this while, you stabilize the process.

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Jaideep
Best Answer

The sale order of 200 finished product has generated a resupply subcontractor for 200 components which is the right flow. 

Since the 200 components isn’t available in stock, a purchase is triggered for it.

This is as per the configured route

Since you also mentioned that you already have a plan and inventory outside of Odoo, you might want to check if the components qty has been updated in Odoo. (It can be accomplished with an inventory adjustment)

Could you confirm if your expectations were any different.

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Akshat Gupta
Best Answer

Adjust Inventory Levels Manually:

  • Go to the Inventory app and update your stock levels to reflect the items already ordered or in transit. This way, Odoo will recognize the inventory and avoid generating unnecessary re-orders.

Use Incoming Shipments:

  • Create incoming shipments for the orders already placed, with their expected arrival dates. This tells Odoo that these goods are already on their way, helping it consider them in its procurement calculations.

Create Backorders or Adjust MTO (Make To Order) Settings:

  • Check your product configuration and make sure the MTO route isn't set to create reorders unnecessarily. Adjusting these routes might prevent the generation of new re-supply orders.

Link Existing Orders to Production Orders:

  • You can manually link the existing orders to your production orders in Odoo. This approach ensures that Odoo recognizes the components as part of the supply chain for ongoing production.

Modify Reordering Rules:

  • You might need to adjust the reordering rules for your components to account for current inventory or incoming shipments. Lowering the minimum stock level to account for items already in transit can help avoid triggering unnecessary purchase orders.

Check Lead Times and Procurement Lead Times:

  • Ensure that your lead times for subcontractors and vendors are correctly set up to avoid triggering premature re-orders.



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Ben Fischinger
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Thanks a lot for your reply!
1. Adjust Inventory Levels Manually: I see, but this is more a workaround for the current status, not a proper solution to avoid the problem I guess. We can not check stock levels and adjust them every time, this would be super annoying.
2. Use Incoming Shipments: The delivery slips to our warehouse, so for warehouse inbound, are already there. One guess I had was, that the delivery dates for these orders are a few weeks in the future and Odoo sets the need for the components in advance to today (so e.g. in July), therefore thinks the inbound is too late and places a new order without considering it has a delivery time too. Does this make sense?
3. Create Backorders or Adjust MTO (Make To Order) Settings: I don't know how to adjust the routes any further. The route already checks for the stock, I have not found an option yet to check for stock first, for warehouse inbound second and after that filling up the missing quantities. Is there such an option and if yes, where?
4. Link Existing Orders to Production Orders: Do you mean putting the reservations in the manufacturing forecast on the products manually? I guess this would also work, but would also be a lot of work which we wanted to avoid by planning with Odoo.
5. Modify Reordering Rules: Is there such an option in the configuration of re-ordering rules? We don't have any minimum stock levels for most of the components, their stock level is determined by the needs of the superior product in the BoM only.
6. Check Lead Times and Procurement Lead Times:
I will double check them. But it seems like they work, for a few products, for which the need is a long time in the future, no orders have been triggered.

Akshat Gupta

Thank you for your detailed feedback! Let's address each point:

Adjust Inventory Levels Manually:

You're correct; manual adjustments are more of a temporary fix than a permanent solution. However, using automated scripts or a scheduled action could help adjust these levels regularly, reducing manual effort.
Use Incoming Shipments:

It sounds like you’re on the right track. Odoo indeed schedules replenishments based on lead times. If the expected inbound shipment dates are set a few weeks in the future, but the demand is marked as immediate, Odoo might trigger re-orders to fulfill this gap. A good solution here is to ensure that the 'Expected Arrival Date' in the incoming shipments accurately reflects when these components will be available. Additionally, you can adjust the procurement lead times to align better with real-world delivery schedules, making Odoo wait before triggering new orders.
Create Backorders or Adjust MTO (Make To Order) Settings:

Regarding adjusting routes, Odoo's default behavior doesn't natively check both inbound shipments and stock simultaneously. However, you can achieve this by configuring a multi-step route or using a third-party module that enhances procurement rules. Alternatively, a customization could be implemented to first check available stock, then inbound shipments, and only afterward trigger a purchase for any remaining quantities.
Link Existing Orders to Production Orders:

Yes, linking the reservations manually in the manufacturing forecast would work, but as you mentioned, it's time-consuming. One efficient way is to automate this linking process using a custom script or Odoo’s scheduler. This can tie inbound deliveries to ongoing production orders, thereby reducing manual work.
Modify Reordering Rules:

Odoo doesn’t have an out-of-the-box feature that prioritizes inbound shipments over immediate reordering within the reorder rules. You might want to explore the "Safety Stock" levels to prevent premature ordering or consider a customization that allows for more granular control over reordering logic. This could include checks for inbound shipments before reordering components.
Check Lead Times and Procurement Lead Times:

Since lead times seem to work for some products, it’s possible that the issue is more about synchronizing the dates for different product lines. A good practice is to regularly review lead times in relation to forecasted demand to ensure everything aligns.
Additional Recommendation:

Consider using Odoo’s built-in scheduling tools, like 'Replenishment Report,' to get a more comprehensive view of all procurement requirements. This might help identify discrepancies early on and adjust procurement policies accordingly.

Ray Carnes (ray)

Please stop using ChatGPT without verifying the information you are getting, it isn't useful.

Ben Fischinger
Author

Thank you so much for your detailed reply, this is really helpful!
I conclude that firstly, most of the "advanced" solutions to improve the process are based on customized modules. As we only have the online version, this is not possible for us at the moment.

As you mentioned in point 2, the backlog we have in planning is the reason for the issues we are facing. I guess we will work with manual adjustments for now and take a look on it again once we have dealt with the backlog in procurement.

Have a nice weekend!

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