249 lines
13 KiB
Python
249 lines
13 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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{
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"name": "Master Procurement Schedule",
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"version": "1.2",
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"author": "OpenERP SA and Grzegorz Grzelak (OpenGLOBE)",
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"category" : "Manufacturing",
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"images": ["images/master_procurement_schedule.jpeg","images/sales_forecast.jpeg","images/stock_planning_line.jpeg","images/stock_sales_period.jpeg"],
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"depends": ["crm", "stock","sale"],
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"description": """
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MPS allows to create a manual procurement plan apart of the normal MRP scheduling, which works automatically based on minimum stock rules.
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==========================================================================================================================================
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Quick Glossary:
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---------------
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- Stock Period - the time boundaries (between Start Date and End Date) for
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your Sales and Stock forecasts and planning
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- Sales Forecast - the quantity of products you plan to sell during the
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related Stock Period.
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- Stock Planning - the quantity of products you plan to purchase or produce
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for the related Stock Period.
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To avoid confusion with the terms used by the ``sale_forecast`` module,
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("Sales Forecast" and "Planning" are amounts) we use terms "Stock and Sales
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Forecast" and "Stock Planning" to emphasize that we use quantity values.
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Where to begin:
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---------------
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Using this module is done in three steps:
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* Create Stock Periods via the Warehouse>Configuration>Stock Periods menu
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(Mandatory step)
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* Create Sale Forecasts fill them with forecast quantities, via the
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Sales > Sales Forecast menu. (Optional step but useful for further planning)
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* Create the actual MPS plan, check the balance and trigger the procurements
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as required. The actual procurement is the final step for the Stock Period.
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Stock Period configuration:
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---------------------------
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You have two menu items for Periods in "Warehouse > Configuration > Stock Periods".
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There are:
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* "Create Stock Periods" - can automatically creating daily, weekly or
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monthly periods.
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* "Stock Periods" - allows to create any type of periods, change the dates
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and change the state of period.
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Creating periods is the first step. You can create custom periods using the "New"
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button in "Stock Periods", but it is recommended to use the automatic assistant
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"Create Stock Periods".
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Remarks:
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- These periods (Stock Periods) are completely distinct from Financial or
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other periods in the system.
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- Periods are not assigned to companies (when you use multicompany). Module
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suppose that you use the same periods across companies. If you wish to use
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different periods for different companies define them as you wish (they can
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overlap). Later on in this text will be indications how to use such periods.
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- When periods are created automatically their start and finish dates are with
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start hour 00:00:00 and end hour 23:59:00. When you create daily periods they
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will have start date 31.01.2010 00:00:00 and end date 31.01.2010 23:59:00.
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It works only in automatic creation of periods. When you create periods
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manually you have to take care about hours because you can have incorrect
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values form sales or stock.
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- If you use overlapping periods for the same product, warehouse and company
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results can be unpredictable.
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- If current date doesn't belong to any period or you have holes between
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periods results can be unpredictable.
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Sales Forecasts configuration:
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------------------------------
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You have few menus for Sales forecast in "Sales > Sales Forecasts":
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- "Create Sales Forecasts" - can automatically create forecast lines
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according to your needs
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- "Sales Forecasts" - for managing the Sales forecasts
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Menu "Create Sales Forecasts" creates Forecasts for products from selected
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Category, for selected Period and for selected Warehouse.
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It is also possible to copy the previous forecast.
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Remarks:
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- This tool doesn't duplicate lines if you already have an entry for the same
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Product, Period, Warehouse, created or validated by the same user. If you
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wish to create another forecast, if relevant lines exists you have to do it
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manually as described below.
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- When created lines are validated by someone else you can use this tool to
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create another line for the same Period, Product and Warehouse.
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- When you choose "Copy Last Forecast", created line take quantity and other
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settings from your (validated by you or created by you if not validated yet)
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forecast which is for last period before period of created forecast.
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On "Sales Forecast" form mainly you have to enter a forecast quantity in
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"Product Quantity". Further calculation can work for draft forecasts. But
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validation can save your data against any accidental changes. You can click
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"Validate" button but it is not mandatory.
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Instead of forecast quantity you may enter the amount of forecast sales via the
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"Product Amount" field. The system will count quantity from amount according to
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Sale price of the Product.
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All values on the form are expressed in unit of measure selected on form. You can
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select a unit of measure from the default category or from secondary category.
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When you change unit of measure the forecast product quantity will be re-computed
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according to new UoM.
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To work out your Sale Forecast you can use the "Sales History" of the product.
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You have to enter parameters to the top and left of this table and system will
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count sale quantities according to these parameters. So you can get results for
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a given sales team or period.
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MPS or Procurement Planning:
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----------------------------
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An MPS planning consists in Stock Planning lines, used to analyze and possibly
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drive the procurement of products for each relevant Stock Period and Warehouse.
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The menu is located in "Warehouse > Schedulers > Master Procurement Schedule":
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- "Create Stock Planning Lines" - a wizard to help automatically create many
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planning lines
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- "Master Procurement Schedule" - management of your planning lines
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Similarly to the way Sales forecast serves to define your sales planning, the MPS
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lets you plan your procurements (Purchase/Manufacturing).You can quickly populate
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the MPS with the "Create Stock Planning Lines" wizard, and then proceed to review
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them via the "Master Procurement Schedule" menu.
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The "Create Stock Planning Lines" wizard lets you to quickly create all MPS lines
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for a given Product Category, and a given Period and Warehouse.When you enable
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the "All Products with Forecast" option of the wizard, the system creates lines
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for all products having sales forecast for selected Period and Warehouse (the
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selected Category will be ignored in this case).
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Under menu "Master Procurement Schedule" you will usually change the "Planned Out"
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and "Planned In" quantities and observe the resulting "Stock Simulation" value
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to decide if you need to procure more products for the given Period. "Planned Out"
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will be initially based on "Warehouse Forecast" which is the sum of all outgoing
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stock moves already planned for the Period and Warehouse. Of course you can alter
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this value to provide your own quantities. It is not necessary to have any forecast.
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"Planned In" quantity is used to calculate field "Incoming Left" which is the
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quantity to be procured to reach the "Stock Simulation" at the end of Period. You
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can compare "Stock Simulation" quantity to minimum stock rules visible on the form.
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And you can plan different quantity than in Minimum Stock Rules. Calculations are
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done for whole Warehouse by default, if you want to see values for Stock location
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of calculated warehouse you can check "Stock Location Only".
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When you are satisfied with the "Planned Out", "Planned In" and end of period
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"Stock Simulation", you can click on "Procure Incoming Left" to create a
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procurement for the "Incoming Left" quantity. You can decide if procurement will
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go to the to Stock or Input location of the Warehouse.
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If you don't want to Produce or Buy the product but just transfer the calculated
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quantity from another warehouse you can click "Supply from Another Warehouse"
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(instead of "Procure Incoming Left") and the system will create the appropriate
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picking list (stock moves). You can choose to take the goods from the Stock or
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the Output location of the source warehouse. Destination location (Stock or Input)
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in the destination warehouse will be taken as for the procurement case.
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To see update the quantities of "Confirmed In", "Confirmed Out", "Confirmed In
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Before", "Planned Out Before" and "Stock Simulation" you can press "Calculate
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Planning".
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All values on the form are expressed in unit of measure selected on form. You can
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select one of unit of measure from default category or from secondary category.
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When you change unit of measure the editable quantities will be re-computed
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according to new UoM. The others will be updated after pressing "Calculate Planning".
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Computation of Stock Simulation quantities:
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-------------------------------------------
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The Stock Simulation value is the estimated stock quantity at the end of the
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period. The calculation always starts with the real stock on hand at the beginning
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of the current period, then adds or subtracts the computed quantities.
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When you are in the same period (current period is the same as calculated) Stock
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Simulation is calculated as follows:
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Stock Simulation = Stock of beginning of current Period - Planned Out + Planned In
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When you calculate period next to current:
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Stock Simulation = Stock of beginning of current Period - Planned Out of current Period
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+ Confirmed In of current Period (incl. Already In) - Planned Out of calculated Period
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+ Planned In of calculated Period .
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As you see the calculated Period is taken the same way as in previous case, but
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the calculation in the current Period is a little bit different. First you should
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note that system takes for only Confirmed moves for the current period. This means
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that you should complete the planning and procurement of the current Period before
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going to the next one.
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When you plan for future Periods:
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Stock Simulation = Stock of beginning of current Period
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- Sum of Planned Out of Periods before calculated
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+ Sum of Confirmed In of Periods before calculated (incl. Already In)
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- Planned Out of calculated Period
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+ Planned In of calculated Period.
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Here "Periods before calculated" designates all periods starting with the current
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until the period before the one being calculated.
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Remarks:
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- Remember to make the proceed with the planning of each period in chronological
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order, otherwise the numbers will not reflect the reality
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- If you planned for future periods and find that real Confirmed Out is larger
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than Planned Out in some periods before, you can repeat Planning and make
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another procurement. You should do it in the same planning line. If you
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create another planning line the suggestions can be wrong.
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- When you wish to work with different periods for some products, define two
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kinds of periods (e.g. Weekly and Monthly) and use them for different
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products. Example: If you use always Weekly periods for Product A, and
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Monthly periods for Product B all calculations will work correctly. You
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can also use different kind of periods for the same product from different
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warehouse or companies. But you cannot use overlapping periods for the same
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product, warehouse and company because results can be unpredictable. The
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same applies to Forecasts lines.
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""",
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"data": [
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"security/stock_planning_security.xml",
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"security/ir.model.access.csv",
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"stock_planning_view.xml",
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"wizard/stock_planning_create_periods_view.xml",
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"wizard/stock_planning_forecast_view.xml",
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"wizard/stock_planning_createlines_view.xml",
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],
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"test": ["test/stock_planning.yml"],
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"auto_install": False,
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"installable": True,
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"certificate" : "00872589676639788061",
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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