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odoo accounting v14 pos v15

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Reordering rule to specific location not working V16.0

reordering-rules

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J Dekker

Good day, i am trying to figure out how to get the reordering to work as expected.

I have made an article with an reordering rule set to a specific location (lets call it Location A, with the below reordering rule setting)

location = WH/Stock/Location A

Preffered Rout = Buy

Trigger = Auto

Min Quantity = 10

Max quantity = 0

Multiple Quantity = 40

Then when i make an salesorder for this article with an amount greater then the current stock. Odoo will make a new MANUAL reorder rule for the location "warehouse".

location = WH/Stock/

Preffered Rout = Buy

Trigger = Manual

Min Quantity = 0

Max quantity = 0

Multiple Quantity =0

What i expect is that Odoo would make an RFQ for the desired location following the given rules. (else what is the point of making the rule of Odoo just makes another one)

So what am I doing wrong?

any help is appreciated

Thanks in advance!

Waleed Ali Mohsen

There is a difference between reordering rules and MTO (Make To Order).

Make to order (MTO) is a procurement route that creates a draft purchase order (or manufacturing order) each time a sales order is confirmed, regardless of the current stock level.

Unlike products replenished using reordering rules, Odoo automatically links the sales order to the PO or MO generated by the MTO route.

Another difference between reordering rules and MTO is, with MTO, Odoo generates a draft PO or MO immediately after the SO is confirmed. With reordering rules, Odoo generates a draft PO or MO when the product’s forecasted stock falls below the set minimum quantity.

In addition, Odoo automatically adds quantities to the PO or MO as the forecast changes, so long as the PO or MO is not confirmed.

The MTO route is the best replenishment strategy for products that are customized, and/or for products that have no stock kept on-hand.

You need to activate the MTO route because it's archived by default so you can refer to the blow documentation:

Selecting a replenishment strategy — Odoo 16.0 documentation

J Dekker

작성자

Thank you for your feedback. I do not think MTO is the way to go.
I simply want our stock to be refiled based on the re-order rule. In my mind the stock should be used up via a salesorder.

Waleed Ali Mohsen

If you want to replenish your stock so you will use reordering rules and Odoo will generate draft PO when the product’s forecasted stock falls below the set minimum quantity.

J Dekker

작성자

Thank you again for your feedback. I thought that reordering rules would indeed trigger an RFQ/PO when it drops below the minimum value. However the salesorder appears to demand the items from the warehouse stock location. Not from the article specific location. I do not understand why.

Waleed Ali Mohsen

the sales order appears to demand the items from the warehouse stock location because of the source warehouse in Delivery order operation is the warehouse stock location.

J Dekker

작성자

Thank you for your awnser. I have added a picture to my question. I hope you can read it.
It shows the diagram of my Buy route on an specific item. In the far right you can see my re-order rule. When i look at this, i think that, upon a sale, Odoo does nothing with the re-order rule. It will look in the warehouse stock. I could adjust the buy route. But then i would have to make it unique per item.
So i am guessing i do not understand the principle. I simply want an item to arrive into a certain location. and upon sales be picked/sold/replenished on that same location. This should however be item unique. (our warehouse is not one big pile of stuff).

So the question remains, what am i doing wrong?

Jaideep

If you wish to generate a RFQ, then you would need to set the Trigger in replenishment to "Auto" with route as 'Buy'

(You can select additional columns to view using the double arrow icon on the right side of header row.)

Stock availability and validation at a location are defined in the routes being triggered, post this validation a reorder is created in replenishment.

Not sure if your question is regarding route or replenishment trigger.

J Dekker

작성자

Thank you for your feedback. I have added some data in hope to clarify my question.
My re-ordering rule already has a trigger which is set to auto. My route is Buy.
Maybe i am missing something in here, but i thought this is all you need to do. (that and assign a supplier to the specific article and make it stock holding)

Jaideep

Replenishment is created at a different location, suggesting it has to do with your delivery route.

Suspecting that the delivery route is configured to pull from WH/ Stock rather than WH/Stock/ Loc A.

J Dekker

작성자

Thanks again for your feedback. I am only using the "buy" route. Does that mean i have to make an unique route for every article? (we have almost 10000) i thought that was controlled via the reordering rules?

Jaideep

My reference was to the delivery route which is triggered by sale order. If you store the product in LocA the delivery order needs to pull from this location and in the absence of stock at this location your reorder rule is configured to trigger a RFQ.

From what you describe, the reorder rule is triggered from WH/Stock location makes for the suspension that delivery order is looking for the product availability at WH/Stock location rather than LocA.

Am not certain I understand your question on the number of products.. reorder rules are defined at product level as min max and multiples of qty vary by the product.

Delivery route can be on product or product category or sale order line or WH

Hope I have been able to address your question, else it might help if you describe the expected process.

J Dekker

작성자

So the question remains, what am i doing wrong?

OdooBot

>>> I simply want an item to arrive into a certain location. and upon sales be picked/sold/replenished on that same location. This should however be item unique. (our warehouse is not one big pile of stuff).<<<

1. To have an item be received in a specific location what configurations are set? Default receive location is WH/Stock - one of the ways is to use 'Put away rules' or to manually set the location on the receipt operation.

2. To have a product picked from a location - the delivery route has to be set to pull from that location. As default rules it is set as WH/Stock. If you need this to pick from a specific location this has to be set on the rule. Or manually set on the Delivery operation.

3. Replenish rules are triggered based on product reservation and availability at the specified location. You have set this on WH/Stock/ Loc A in your example. Since the product is being picked from WH/Stock as per your example this rule didn't trigger as there was no change to stock at this location. If you change the source location manually on the delivery order to LocA and check availability or validate the delivery, replenishment rule would trigger.

Yes, specific to this example you are right that the replenishment did not trigger at LocA, but the replenishment triggered at WH/Stock >> When i look at this, i think that, upon a sale, Odoo does nothing with the re-order rule.<<

You are not doing anything wrong, just that with addition of multiple locations, the configuration needs to be aligned with the process. The suggested configuration would need to be based # of locations (seems you have 1 for each item as you mention 'item unique'), # products and the process to receive, reserve and pick.

If there weren't multi locations involved, the configuration would have worked out of the box

A couple of suggestions to try out as you go about defining the configuration that best suits your business.

1. To not have the sale order trigger a route, but have replenishment rules trigger them .. validate that the supply method on the delivery rule is set to "Take from Stock". I believe this set as the RFQ wasn't generated but a replenishment at WH/Stock

2. Reservation - Set this to manual on the delivery operation, this might prevent the replenishment to be triggered at WH/Stock, allowing for the replenishment rules to trigger after the stock is removed from WH/Stock/LocA.

Hope this helps.

J Dekker

작성자

Thank you for your feedback. I have come up with this.
(see my question, because i can not paste a picture in the comment)

OdooBot

I believe the process is location centric (sales, delivery, buy, receipt) and not article centric.

Notwithstanding the 2^nd screenshot has receipt operation vendor to location which is desired. However, there are 2 delivery rules configured for the product Loc to customer and WH/Stock to customer. You need to ensure the Loc to customer route is triggered by sale and not WH/Stock to customer route

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