[ADD] Manufacturing: Resupply subcontracting lead times

closes odoo#9418

X-original-commit: 1929185
Signed-off-by: John Holton (hojo) <[email protected]>

content/applications/inventory_and_mrp/manufacturing/subcontracting.rst

@@ -130,4 +130,5 @@ to factor in the cost of dropshipping.
 
    subcontracting/subcontracting_basic
    subcontracting/subcontracting_resupply
+   subcontracting/resupply_subcontracting_lead_times
    subcontracting/subcontracting_dropship

content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst

@@ -0,0 +1,161 @@
+==================================
+Resupply subcontracting lead times
+==================================
+
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
+
+In Odoo, lead times are used to predict how long it takes to complete a certain action. For example,
+a *delivery lead time* can be set for a purchased product, which specifies the number of days it
+usually takes for the product's vendor to deliver the product to the purchasing company.
+
+For subcontracted products specifically, delivery lead times can be configured to take into account
+the amount of time required for the subcontractor to manufacture a product. Doing so allows the
+contracting company to better predict the delivery dates of subcontracted products.
+
+Certain subcontracted products require the contracting company to supply the subcontractor with
+manufacturing components. In this case, a *manufacturing lead time* can be used, in addition to the
+delivery lead time, to generate the date on which the subcontractor must receive the required
+components, in order to manufacture the product and deliver it on time.
+
+.. important::
+   Like all lead times in Odoo, lead times for subcontracted products are only an estimate, and are
+   based on how long actions are *expected* to take.
+
+   Unforeseen circumstances can impact the completion of these actions, which means that lead times
+   should **not** be viewed as guarantees.
+
+Configuration
+=============
+
+When using the :doc:`Resupply Subcontractor on Order <subcontracting_resupply>` route, a company is
+responsible for supplying the subcontractor with the necessary components. As a result, the
+subcontractor cannot begin manufacturing until the components have been received.
+
+This means that, in addition to the amount of time it takes the subcontractor to manufacture and
+deliver the product, the date they receive the components must also be considered.
+
+By assigning a product's subcontractor a delivery lead time, and specifying a manufacturing lead
+time on the product's bill of materials (BoM), *Resupply Subcontractor* orders for the product's
+components display the deadline by which the subcontractor must receive the components.
+
+Product delivery lead time
+--------------------------
+
+To set a delivery lead time for a product's subcontractor, navigate to :menuselection:`Inventory app
+--> Products --> Products`, and select a subcontracted product.
+
+Then, select the :guilabel:`Purchase` tab on the product's page. If the subcontractor has not
+already been added as a vendor, do so now by clicking :guilabel:`Add a line`, and selecting the
+subcontractor in the :guilabel:`Vendor` field.
+
+Once the subcontractor has been added, enter the number of days it takes them to manufacture and
+deliver the product, in the :guilabel:`Delivery Lead Time` column.
+
+.. image:: resupply_subcontracting_lead_times/delivery-lead-time.png
+   :align: center
+   :alt: The Delivery Lead Time field for a subcontractor, on the Purchase tab of a product page.
+
+Product manufacturing lead time
+-------------------------------
+
+Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of Materials` smart button at
+the top of the product's page. Then, select a |BoM| from the list.
+
+On the |BoM|, select the :guilabel:`Miscellaneous` tab. In the :guilabel:`Manuf. Lead Time` field,
+enter the same number of days that was entered in the :guilabel:`Delivery Lead Time` field of the
+|BoM|'s product.
+
+.. image:: resupply_subcontracting_lead_times/manufacturing-lead-time.png
+   :align: center
+   :alt: The Manuf. Lead Time field on a product's BoM.
+
+While not all of these days are actually used for manufacturing by the subcontractor, setting the
+same number of days in each field tells Odoo that the subcontractor must receive the components and
+begin production by the start of the product's delivery lead time. This gives the subcontractor
+enough time to both manufacture and deliver the product.
+
+Resupply subcontracting workflow
+--------------------------------
+
+Create a request for quotation (RfQ) for the product by navigating to :menuselection:`Purchase app
+--> Orders --> Requests for Quotation`, and clicking :guilabel:`New`.
+
+Specify the subcontractor in :guilabel:`Vendor` field. Then, add the product in the
+:guilabel:`Products` tab by clicking :guilabel:`Add a product`, selecting the product in the
+:guilabel:`Product` column, and specifying a quantity in the :guilabel:`Quantity` column.
+
+In the :guilabel:`Expected Arrival` field, enter a date that provides enough time for the
+subcontractor to receive the components, manufacture the product, and deliver it back to the
+subcontracting company.
+
+.. important::
+   When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field auto-populates with a
+   date that is today's date plus the delivery lead time of the product. However, this does **not**
+   consider the time it takes to ship the components to the subcontractor.
+
+   When purchasing a product subcontracted using the Resupply Subcontractor on Order route, it is
+   necessary to adjust this date to take into account the extra time needed for the components to be
+   shipped to the subcontractor.
+
+   Since production does not begin until they receive the components, leaving the date as is results
+   in the finished product arriving *after* the date listed on the |RfQ|.
+
+Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing so causes a
+:guilabel:`Resupply` smart button to appear at the top of the page.
+
+Click the :guilabel:`Resupply` smart button to open the resupply subcontractor order, which is the
+order created to send components to the subcontractor.
+
+The :guilabel:`Deadline` field on the resupply subcontractor order shows the deadline for the
+subcontractor to receive the components, in order for them to have enough time to manufacture and
+deliver the finished product by the Expected Arrival date.
+
+The :guilabel:`Scheduled Date` field should display the latest date on which components can be
+shipped, while still arriving to the subcontractor by the :guilabel:`Deadline`. However, by default,
+the date displayed is the same as the date in the :guilabel:`Deadline` field, and must be updated to
+take into account the time required for shipping.
+
+Click on the :guilabel:`Scheduled Date` field to open a calendar popover from which a date can be
+selected. Select a date that allows for the components to be delivered by the :guilabel:`Deadline`
+on the resupply subcontractor order.
+
+After the components are shipped, click the :guilabel:`Validate` button at the top of the order to
+confirm they have been sent to the subcontractor.
+
+Once the subcontractor receives the components, they begin manufacturing the component, before
+delivering it to the contracting company.
+
+.. example::
+   Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — to produce units of
+   their *Unicycle* product.
+
+   Mike's Bikes must supply Bike Friends with the necessary components for manufacturing the
+   unicycles.
+
+   On average, Bike Friends takes three days to manufacture each unicycle, plus an additional two
+   days to deliver it to Mike's Bikes.
+
+   As a result, Mike's Bikes sets a delivery lead time of five days for unicycles manufactured by
+   Bike Friends: three days for manufacturing, plus two days for delivery.
+
+   On the unicycle's |BoM|, they enter a manufacturing lead time of five days, as well, to remind
+   themselves of the date that components must be delivered to the subcontractor.
+
+   They confirm a |PO| for one unicycle, with an expected arrival date of May 30th.
+
+   The resupply subcontractor order for shipping the components to the subcontractor shows a
+   *Deadline* of May 25th. The subcontractor must receive the components by this date, in order to
+   have enough time to manufacture the unicycle, and deliver it by May 30th.
+
+   It takes Mike's Bikes two days to deliver the components, so they update the *Scheduled Date*
+   field on the resupply subcontractor order to May 23rd, two days before the Deadline.
+
+   .. image:: resupply_subcontracting_lead_times/scheduled-deadline.png
+      :align: center
+      :alt: The Scheduled Date and Deadline fields on a resupply subcontractor order.
+
+   Mike's Bikes ships the components to Bike Friends on the scheduled date of May 23rd, and they
+   arrive on the deadline of May 25th. This gives Bike Friends enough time to manufacture the
+   unicycle, and ship it back to Mike's Bikes by the expected arrival date of May 30th.