Request and Issue Stock Module in Odoo 11
This module is intended for the stock transfer functionality related to purchase agreements & its related purchase orders.
Create Purchase Agreement
We have provided the issue stock functionality in the purchase agreement form view, as a button labelled with ‘Issue Stock’. The purchase Agreement form view will look like the below screenshot with the issue stock button & operation type field which we have added . The internal transfer of the company get loaded to the operation type field by default and based on the source & destination locations of the selected operation type stock issue will happen.
In the products tab of the agreement form, we have the fields:
1.Available Qty : This specifies the total product Quantity Available in the source location of the selected Transfer(Operation Type).
2.Qty Requested : This is user entering field, where we can specify the product quantity to be issued.
3.Qty Issued : Shows the total product quantity which has issued till now, out of the actual quantity requested.
4.Qty Purchased : This specifies the total product quantity purchased.
We can issue the product quantities specified in the products tab of agreement, from the source location of the operation type selected, by clicking the issue stock link button, so that a new internal transfer form view with the operation type, products as per the operation type and products selected in agreement form get loaded. The initial demand & Quantity Done for products set to stock available in the source location out of the requested Quantity. If the Requested Quantity Exceeds the available stock in source location, then all available stock get issued , otherwise the requested quantity will get allocated. In the case considered here, we have requested qty = 600 and available qty = 505. Thus creating a stock transfer for 505 product quantities.
Once the transfer is validated, stock transfer is done .
Now, on returning to the purchase agreements, in the issue stock button link, we can see the number of stock transfers done so far. Now, here we will have a count of 1.
After each stock transfer, in the purchase agreement form, the Quality Issued field get updated in the product lines. This will be the sum of all quantities issued till now, for that particular product. Also, after each stock Transfer, we can see the remaining Product Quantity in the source location, by clicking ‘Check Availability’ button. Each time, after stock transfer, we need to press this button to get the current available product quantity. In our case , Out of 600 product quantities requested, 505 product quantities were issued (which was the total available product quantity) and available quality is now became 0 in the source location.
Now , if we are not having product quantities in the source location and not all the product quantities requested were issued, we can update the product quantities in the source location, by confirming the purchase agreement and creating purchase orders for the agreement. Now we have available quality is equal to 0.00 in our case, so confirm the purchase agreement, to get RFQs/Orders link button to create purchase orders for the agreement.
On clicking this link button, a new purchase order form view, with order line product quantities as the balance quantities (requested quality – issued quality of purchase agreement product line) gets loaded. In our case we will have a Quantity of 95 (600-505) in the purchase order line product quantity.
Once we have confirmed the purchase order, shipment is created and on validating the shipment, the product quantities get updated in the source location and the value of the ‘Quality Purchased’ field of purchase agreement get updated.
Returning to purchase agreement form, we can find the RFQs/Orders link contains the purchase order record that we have created and on ‘Quality Purchased’ updated as 95 (the total product quantity that we have purchased). On clicking check availability, the available quantity field also get updated as 95, as we have created a shipment (with product Quality =95) for the agreement.
Now since we have product quantities available in the source location, we can issue the remaining product quantities also. This is possible by clicking Issue Stock link button again and creating a new stock transfer for the balance quantities (requested quality – issued quality).
We can see the stock transfers done so far in the issue stock button, which will list the transfers , if more than one, like the below screenshot.
In the purchase agreement, now we can see that all requested product quantities were issued and these stock issue can be viewed from issue stock button and fields like available quality and quality purchased and quality issued are updated accordingly in the product lines of purchase agreement.