2
.. i18n: .. _sect-lotmgt:
4
.. i18n: Management of lots and traceability
5
.. i18n: ===================================
10
Management of lots and traceability
11
===================================
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.. i18n: The double-entry management in Open ERP enables you to run very advanced traceability. All
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.. i18n: operations are formalized in terms of stock moves, so it's very simple to search for the cause of any
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.. i18n: gaps in stock moves.
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The double-entry management in Open ERP enables you to run very advanced traceability. All
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operations are formalized in terms of stock moves, so it's very simple to search for the cause of any
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.. i18n: single: traceability; upstream
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.. i18n: single: traceability; downstream
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single: traceability; upstream
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single: traceability; downstream
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.. i18n: .. note:: Upstream and downstream traceability
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.. i18n: **Upstream** traceability runs from the raw materials received from the supplier and follows the
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.. i18n: chain to the finished products delivered to customers.
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.. i18n: (Note that the name is confusing - this would often be considered a downstream direction.
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.. i18n: Think of it as **Where Used**.)
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.. i18n: **Downstream** traceability follows the product in the other direction, from customer to the
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.. i18n: different suppliers of raw material.
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.. i18n: (Note that the name is confusing - this would often be considered an upstream direction.
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.. i18n: Think of it as **Where Supplied**.)
44
.. note:: Upstream and downstream traceability
46
**Upstream** traceability runs from the raw materials received from the supplier and follows the
47
chain to the finished products delivered to customers.
48
(Note that the name is confusing - this would often be considered a downstream direction.
49
Think of it as **Where Used**.)
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**Downstream** traceability follows the product in the other direction, from customer to the
52
different suppliers of raw material.
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(Note that the name is confusing - this would often be considered an upstream direction.
54
Think of it as **Where Supplied**.)
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.. i18n: Use the menu :menuselection:`Stock Management --> Traceability --> Low Level --> Stock Moves`
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.. i18n: to track past stock transactions for a product or a given location. All the operations
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.. i18n: are available. You can filter on the various fields to retrieve the operations about an order,
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.. i18n: or a production activity, or a source location, or any given destination.
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Use the menu :menuselection:`Stock Management --> Traceability --> Low Level --> Stock Moves`
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to track past stock transactions for a product or a given location. All the operations
71
are available. You can filter on the various fields to retrieve the operations about an order,
72
or a production activity, or a source location, or any given destination.
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.. i18n: .. figure:: images/stock_move_tree.png
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.. i18n: :align: center
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.. i18n: *History of stock movements*
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.. figure:: images/stock_move_tree.png
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*History of stock movements*
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.. i18n: Each stock move is in a given state. The different possible states are:
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Each stock move is in a given state. The different possible states are:
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.. i18n: * ``Draft`` : the move has so far had no effect in the system. The transaction hasn't yet been confirmed,
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.. i18n: * ``Confirmed`` : the move will be done, so it will be counted in the calculations of virtual stock. But
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.. i18n: you don't know whether it will be done without problem because the products have been reserved for
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.. i18n: * ``Validated`` : the move will be done and the necessary raw material have been reserved for the
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.. i18n: * ``Done`` : the stock move has been done, and entered into the calculations of real stock,
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.. i18n: * ``Waiting`` : in the case of transactions ``From Order`` , this state shows that the stock move is blocked
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.. i18n: waiting for the end of another move,
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.. i18n: * ``Cancelled`` : the stock move wasn't carried out, so there's no accounting for it in either real stock or
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.. i18n: virtual stock.
110
* ``Draft`` : the move has so far had no effect in the system. The transaction hasn't yet been confirmed,
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* ``Confirmed`` : the move will be done, so it will be counted in the calculations of virtual stock. But
113
you don't know whether it will be done without problem because the products have been reserved for
116
* ``Validated`` : the move will be done and the necessary raw material have been reserved for the
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* ``Done`` : the stock move has been done, and entered into the calculations of real stock,
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* ``Waiting`` : in the case of transactions ``From Order`` , this state shows that the stock move is blocked
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waiting for the end of another move,
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* ``Cancelled`` : the stock move wasn't carried out, so there's no accounting for it in either real stock or
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.. i18n: Delivery orders, goods receipts and internal picking lists are just documents that group a set of
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.. i18n: stock moves. You can also consult the history of these documents using the menu
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.. i18n: :menuselection:`Stock Management --> Traceability --> Low level --> Packing`.
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Delivery orders, goods receipts and internal picking lists are just documents that group a set of
133
stock moves. You can also consult the history of these documents using the menu
134
:menuselection:`Stock Management --> Traceability --> Low level --> Packing`.
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.. i18n: Open ERP can also manage product lots. Two lot types are defined:
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Open ERP can also manage product lots. Two lot types are defined:
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.. i18n: * Production lots (batch numbers) are represented by a unique product or an assembly of identical
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.. i18n: products leaving the same production area. They are usually identified by bar codes stuck on the
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.. i18n: products. The batch can be marked with a supplier number or your own company numbers.
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.. i18n: * Tracking numbers are logistical lots for identifying the container for a set of
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.. i18n: products. This corresponds, for example, to the pallet numbers on which several different products
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.. i18n: are stocked.
157
* Production lots (batch numbers) are represented by a unique product or an assembly of identical
158
products leaving the same production area. They are usually identified by bar codes stuck on the
159
products. The batch can be marked with a supplier number or your own company numbers.
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* Tracking numbers are logistical lots for identifying the container for a set of
162
products. This corresponds, for example, to the pallet numbers on which several different products
165
.. i18n: These lots can be encoded onto all stock moves and, specifically, on goods-in lines, internal moves
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.. i18n: and product deliveries.
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These lots can be encoded onto all stock moves and, specifically, on goods-in lines, internal moves
170
and product deliveries.
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.. i18n: .. figure:: images/picking_form_line.png
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.. i18n: :align: center
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.. i18n: *Entering a line for production receipt*
179
.. figure:: images/picking_form_line.png
183
*Entering a line for production receipt*
185
.. i18n: To enter the lot number in an operation you can use an existing lot number or create a new lot. A
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.. i18n: production lot (batch number) is used for a single product. A tracking number can be
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.. i18n: used several times for different products, so you can mix different products on a pallet or in a box.
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To enter the lot number in an operation you can use an existing lot number or create a new lot. A
191
production lot (batch number) is used for a single product. A tracking number can be
192
used several times for different products, so you can mix different products on a pallet or in a box.
194
.. i18n: .. note:: Simplified View
196
.. i18n: In the ``Simplified View`` the tracking numbers can't be seen: the field is hidden.
197
.. i18n: To get to ``Extended View`` mode, assign the group
198
.. i18n: :guilabel:`Usability – Extended View` to the current user.
201
.. note:: Simplified View
203
In the ``Simplified View`` the tracking numbers can't be seen: the field is hidden.
204
To get to ``Extended View`` mode, assign the group
205
:guilabel:`Usability – Extended View` to the current user.
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.. i18n: You can also specify on the product form the operations in which a lot number is
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.. i18n: required. You can then compel the user to set a lot number for manufacturing operations, goods
209
.. i18n: receipt, or customer packing.
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You can also specify on the product form the operations in which a lot number is
213
required. You can then compel the user to set a lot number for manufacturing operations, goods
214
receipt, or customer packing.
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.. i18n: You don't have to encode the lot number one by one to assign a unique lot number to a set of several items.
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.. i18n: You only need to take a stock move for several products line and click the button
218
.. i18n: :guilabel:`Split in Production Lots`. You can then give a lot number prefix (if you want) and Open ERP will
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.. i18n: complete the prefix in the wizard with a continuing sequence number. This sequence number
220
.. i18n: might correspond to a set of pre-printed barcodes that you stick on each product.
223
You don't have to encode the lot number one by one to assign a unique lot number to a set of several items.
224
You only need to take a stock move for several products line and click the button
225
:guilabel:`Split in Production Lots`. You can then give a lot number prefix (if you want) and Open ERP will
226
complete the prefix in the wizard with a continuing sequence number. This sequence number
227
might correspond to a set of pre-printed barcodes that you stick on each product.
229
.. i18n: .. figure:: images/picking_split_lot.png
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.. i18n: :align: center
233
.. i18n: *Splitting a lot into uniquely identified parts*
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.. figure:: images/picking_split_lot.png
240
*Splitting a lot into uniquely identified parts*
242
.. i18n: .. index:: traceability (stock)
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.. index:: traceability (stock)
247
.. i18n: Traceability
248
.. i18n: ------------
254
.. i18n: If you code in the lot numbers for stock moves as described above you can then investigate the traceability of any
255
.. i18n: given lot number. To do this use the menu :menuselection:`Stock Management --> Traceability -->
256
.. i18n: Production Lots`, or :menuselection:`Stock Management --> Traceability --> Tracking Lots`.
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If you code in the lot numbers for stock moves as described above you can then investigate the traceability of any
260
given lot number. To do this use the menu :menuselection:`Stock Management --> Traceability -->
261
Production Lots`, or :menuselection:`Stock Management --> Traceability --> Tracking Lots`.
263
.. i18n: .. tip:: Product Shortcuts
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.. i18n: From the product form, the toolbar to the right offers useful information:
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.. i18n: * :guilabel:`Minimum stock rules`,
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.. i18n: * :guilabel:`Stocks by location`,
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.. i18n: * :guilabel:`Sales detail`,
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.. i18n: * :guilabel:`Stocks by lot`,
275
.. i18n: * :guilabel:`Bills of Materials`.
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.. tip:: Product Shortcuts
280
From the product form, the toolbar to the right offers useful information:
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* :guilabel:`Minimum stock rules`,
284
* :guilabel:`Stocks by location`,
286
* :guilabel:`Sales detail`,
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* :guilabel:`Stocks by lot`,
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* :guilabel:`Bills of Materials`.
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.. i18n: Search for a particular lot using the filters for the lot number, the date or the product. Once you
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.. i18n: can see the form about this lot several actions are possible:
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Search for a particular lot using the filters for the lot number, the date or the product. Once you
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can see the form about this lot several actions are possible:
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.. i18n: * :guilabel:`Traceability upstream` : from supplier through to customers,
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.. i18n: * :guilabel:`Traceability downstream` : from customer back to suppliers,
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.. i18n: * Stock in all the physical and virtual locations.
306
* :guilabel:`Traceability upstream` : from supplier through to customers,
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* :guilabel:`Traceability downstream` : from customer back to suppliers,
310
* Stock in all the physical and virtual locations.
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.. i18n: .. figure:: images/stock_traceability_upstream.png
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.. i18n: :align: center
316
.. i18n: *Tracing upstream in Make to Order*
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.. figure:: images/stock_traceability_upstream.png
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*Tracing upstream in Make to Order*
325
.. i18n: .. figure:: images/stock_traceability_downstream.png
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.. i18n: :align: center
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.. i18n: *Tracing downstream in Make to Stock*
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.. figure:: images/stock_traceability_downstream.png
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*Tracing downstream in Make to Stock*
338
.. i18n: Finally, on a lot, you can enter data on all the operations that have been done on the product. That
339
.. i18n: forms a useful history of the pre-sales operations.
342
Finally, on a lot, you can enter data on all the operations that have been done on the product. That
343
forms a useful history of the pre-sales operations.
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.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
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.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
351
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
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355
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357
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358
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
359
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
360
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361
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.. We have contracts with different publishers in different countries to sell and
365
.. distribute paper or electronic based versions of this book (translated or not)
366
.. in bookstores. This helps to distribute and promote the Open ERP product. It
367
.. also helps us to create incentives to pay contributors and authors using author
368
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370
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371
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372
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376
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377
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379
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380
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386
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.. i18n: .. resulting from the use of the information contained herein.
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396
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397
.. resulting from the use of the information contained herein.
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.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium