I want to simplify purchase requisition for my spare parts for maintenance or yarn used for production in my factory floor.
When a requisition is submitted, I’d like to see:
If the requested products are available in any warehouse location (e.g., Store, Input or Output) and their quantities.
The requested quantity in the requisition line for comparison.
This helps me procure locally if stock is sufficient or create an external purchase order (via Purchases > Purchases) if stock is low. Is there an out-of-the-box feature to show stock levels in requisition line and support this decision? If not, what’s the easiest way to customize this?
The purchase requisition is for users requesting some products or service that are not really managed as stock.
To manage stock for production, you must use stock supply production which creates purchase requests only when needed.
You should create the productions and plan them for some day.
After doing so you can use the “Supply Stock” wizard to ask tryton to compute all the needed products.
Once finished you will see in the Purchase request screen all the products that you need to purchase.
I will recomend reading the documentation of stock_supply and purchase_request modules as they are relevant parts of such workflow.
I have some lower quantities for one of my input products, so the system won’t let me assign them to the production.
When I run the Supply Stock wizard, it says there are some productions that are late and opens three tabs: Request Productions, Purchase Requests, and Internal Shipments.
I was expecting it to show which productions are short on inputs, and ideally also show the current location of those products — whether they’re already in my Storage Area or not.
Should I manually create an Internal Shipment in such a case? I was hoping the wizard would automatically calculate the total required quantities (based on all planned productions), and then generate the necessary movements — like “X units should be moved from Location A to Location B.” After the internal move or purchase is completed, somehow linked with the production in question and I was expecting it to indicate that the production can now be started.
When assigning a production (for customer shipments is the same), you will see the a message with the missing quantities. If you just click wait, you will se in the prodcution that some moves are assigned and others are in draft:
Assigned moves show the available quantities
Draft moves show the non available quantiteies.
In case of using child locations, on assigned moves you will see that the from location is changed to the location where the goods are available.
If you want the system to create internal shipments from the goods you must set the provisioning location of the production input to the location you want to pick the goods from. Then the system will create a internal shipment to moves the goods from its storage location to the production llocation.
Note that the system won’t create a shipment for each production but a single shipment to move the quantities needed for all the productions.
I think it’s making a bit of sense now. I’ve made multiple storage locations, and let’s say input X was distributed among these location, and it got picked up in the Input Materials as expected. I want to know a few things from here on
How does Quantity Issue work ? (I mean by looking at Quantity Issue, my Stock Department Head can raise a Purchase Request right?)
How does automatic creation of Quantity Issue(s) work ? (I’m assuming when I click Assign in a Production Form, if Tryton does not found atleast one Input Material in the Warehouse Storage location, then it automatically creates a Quantity Issue.)
What are the proper values of provisioning location that I can set ? Can you provide with a real example let’s say we have Storage, Input, Output.
What is the exact definition of Planned Start Date, Planned Date, Effective Date, Effective Start Date in Internal Shipment form, or in fact I’ve seen these fields in other form too ?