Hello,
I have this situation where customer 1 and customer 2 order the same products that are not yet in the store in the warehouse. So odoo will automatically generate a purchase order to buy the items to the vendor and the company will also purchase enough stocks to compensate for the two customers? Now with 45 days lead time until the products will be receiving in the warehouse.
How to handle multiple purchase orders from different customers? so that the purchase order will not duplicate order process since the company orders the same products.
Product 1 - on hand = 0
S0001 order product 1 = 50 - P0001
S0002 order product 1 = 50 - P0002
Company order product 1 = 100 - P0003
Since the order has 45 days lead time, the order will be received in the warehouse. Now S0003 will order product 1 = 50 but the on-hand is still zero. So how to handle the purchase order that it will not recreate another PO with the same product since the company already order a hundred.
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Odoo will handle this if the reordering levels are configured for the products and you allow Odoo to drive the automatic creation of the RFQ/PO.
Where is the reordering levels? How to configured it? This stock to many PO with the same product then the warehouse will be an overflow of stocks and can mean to overstock and unnecessary RFQ.
You can set these by going to Inventory > Master Data > Reordering Rules. This link provides the documentation for using this feature:
I didn't quite understand the last part regarding "overflow of stocks". Please could you elaborate, preferably with an example.
If too much RFQ is being ordered and confirms by the procurement, since they will see the on-hand-qty = 0 then the order will be duplicated when the vendor arrives after 45 days. I have to prevent too much RFQ when the PO can compensate for the needs of the sales order.
You may want to try out your scenario in a development instance to see if it is working per your requirement. Ideally it should because Odoo drives the reordering off forecasted quantity.
I tried the test. Odoo still generates PO after Sale Order. It didn't recognize the PO generate by the company purchase.
The company orders 100 units on the same items. Stock is still 0 and will wait for 45 days to receive the product from vendor.
SO orders 50 units the same item. Odoo generates an RFQ, which should not be since the company ordered 100 units of the same product. literally, it should be tag as reserved and wait for 45 days until the vendor delivers the items to the company.
Did you "confirm" the PO that was raised manually before confirming the SO ? The "forecasted quantity" gets updated only after the PO is confirmed.
Try the following steps (assuming the product and reordering rule setup has been completed) and I think you will get the results you are looking for.
1. Create the manual PO (100 units) manually and confirm the PO.
2. Create the SO (50 units) and confirm the SO.
3. Run the scheduler that creates the RFQs based on the Reordering Rules.
Odoo will not create a new RFQ/PO in this scenario and if you check the forecasted quantity for that item it will be 50 units.
NOTE: The min and max quantity you set up in the reordering rule can potentially impact the outcome of this transaction.
I have done several test.
1. I set up first the min to 50 and max to 100 on the reordering rules in inventory and run the scheduler
2. Create a PO with 100 units
3. Create a SO with 100 units
4. Confirm both
The result, it still creates RFQ. What went wrong? I also tried to run the scheduler after the confirmation of both SO and PO. same result. I am using Odoo 13.0
A few observations based on the latest information you shared:
a. The RFQ/PO needs to be confirmed before the SO is confirmed.
b. If you set the min qty to 50, a new RFQ will get triggered as soon as the forecasted quantity falls below 50 which is probably what's happening in your case. When you confirm the PO, the forecasted qty is 100. When you confirm the SO, the forecasted qty drops to 0 which triggers off the creation of the RFQ since the min qty is 50. Also, since the max qty is set to 100, the RFQ will get created for 100 units so that qty on hand = max qty once the demand is fulfilled.
c. Reduce the SO qty to 25 and rerun your scenario in the following sequence: Create RFQ/PO (100 units) > Confirm RFQ/PO > Create SO (25 units) > Confirm SO > Run scheduler. No extra RFQ should be created.
It still creates PO. We done some series of testing. Same result it still recreates RFQ in every SO confirm. even Run the scheduler several times.
I think Odoo cannot handle In transition allocation process in purchase. Reordering rules does not work since every SO it still creates RFQ. We have to modify the system once there is already an existing PO that can compensate the SO, there is no need to generate RFQ.
One last thing to check. What settings have been selected on the Product template record for Routes in the Operations section of the Inventory tab ?
I just included the warehouse and set them to Pick, QA, Package. That is it. And most of the products the lead time is 45 days.
hi. set purchase and sales safety days(configuration/inventory).
after that-product mto+buy.
scenario. so1-units 10.
rfq1 - 10 units
rfq2(to stock)-10units.
both rfq confirmed. so in stock are arriving 20 units.
need-10units.
confirm one more so for e.g. 5 units - you will get that rfq not generated, because stock is arriving.
one more so for 5-still no additional rfq.
one more so for 1unit. and here we get additional rfq.
What is the proper set up for this?
Security Lead Time for Sales > Security Lead Time for Purchase
or
Security Lead Time for Sales < Security Lead Time for Purchase
Still creates another PO for sales order when stocks is not arriving.
the Source doesn't recognize companies PO.
what version? realy create po? have theses rfq before new so confirmed?
Version 13.0. It really creates PO with accords to sales order since stocks are still zero but the created company's PO did not prevent the SO to create another PO.
This will happen in the future.
Company purchase order 1000 units to the vendor who will deliver the items in 120 days.
On the 15th day Customer 1, 2, 3 orders 50 each the same product that the company is trying to buy. Odoo then automatically creates 3 RFQ in each SO because the stock is still zero since we need to wait for the vendor in 120 days and which duplicates the orders. So we need to cancel the RFQ so that it will not duplicate and this will be tiresome to the procurement team when deleting 1000 RFQ a day and check if there are duplicates items being ordered by the company vs sales order.
I made both SO and PO confirmed. And the SO won't recognize the manual PO created then it generates another RFQ. SO = 25 units manual PO = 100. Reordering rules min=50, max 100, and runs the scheduler.
Yes. Mto+buy and reordering rules
Make to Order ignores stock. Uncheck this to have Odoo consider stock. Make to Order is for products that cannot be sold to other Customers, like for custom golf balls with a specific logo.
MTO ignores stock in erlier version. in v13 it works almost as MTO+MTS (not 100%, but almost). So, it ignores stock if you sell 5, but have 4 on hand, but it do not ignore stock if you sell 4 and have 4 on stock.
Hi,
See this video explaining how to generate separate purchase order for every sale order without getting it merged : Create New Purchase Order For Every Sale Order in Odoo(Make to order)
Thanks
That just merging two SO in one PO. My problem is that if there is an existing PO that compensates the items of the other sales order, it won't create another RFQ for that sales order since the items are already compensates the needs on the other sales order.
The company purchases an item PO1 - orders 100 items - it will deliver in 45 days from the current date.
But the stocks in the warehouse are still zero and once the quotation turns to sale order, Odoo will automatically create the PO for that item which it should not be since the company ordered 100 items.
no. i tested this morning. it recognize. but on product you have mto+buy and plus you have reordering rules?
Yes. Mto+buy and reordering rules
Thank you so much. I got it.
so if you use. reordering rule, why you use mto?
and if you use mto, why you use reordering r.?
We are using MTO due to the package order in warehouse because we will implement another module without this we will make another workaround.
If we use reordering rules, this will ease up the sales production to the procurement and will help us not to create another vast module for this.
Thank you so much.
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it do not create separate RFQ if you have made PO(confirmed) and if demand will be enough. maybe you have other things configured? or some non stock modules and do not say it? :)