Warehouse Configuration

As member of the group Stock / Manager, I go to the form view of my warehouse.

In the Warehouse Configuration tab, I see a field Consumption.

I let the default option Direct Consumption From Stocks (1 step).

One route is created automatically by the system for the material consumption.

Task Material Tab

As member of the group Project / User, I go to the form view of a task.

I see a Material containing a table of products to consume for this task.

Since version 1.3.3 of the module, I can see two new columns in it: Inital Subtotal and Consumed Subtotal And two total fields, Total Consumption and Initial Total.

I can only select stockable or consumable products.

I add the products required for the task, then I click on Save.

Because I did not fill the field Planned Date, the following error message appears.

I fill the Planned Date field, then I click on Save.

After saving, a new smart button Stock Pickings appears.

In addition, I see that the field Initial Subtotal and the Inital Total are computed.

Consumption Stock Picking

After clicking on the button, I see the form view of a stock picking.

• The project and task were propagated to the picking.
• The planned date from the task was propagatted to the scheduled date of the picking.

I validate the stock picking.

Back to the task, I notice that the consumed quantities were updated.

In addition, I see that the field Consumed Subtotal and the Total Consumption are computed.*

Preparation Step

Since version 1.1.0 of the module, a Preparation step is introduced to the Consumption route.

To use this step, as Inventory / Manager, I go to the form view of a warehouse.

I notice a new option Prepare the stock before consumption (2 steps).

I select this option.

A new field Preparation Location appears.

When selecting the 2 steps options, the preparation location is mandatory.

However, if the warehouse was never created, no location exist for this warehouse. Therefore, the warehouse must be created (saved) before selecting the 2 steps option.

I create a new location for preparations.

The parent location must be another location under the warehouse. The location type must be Internal Location.

Optionaly, you may select an existing stock location of your warehouse.

Preparation Types

When selecting the preparation step, 2 new types of operations are added to the warehouse:

• Preparations
• Preparation Returns

Task Material

When adding new material lines to a task, 2 pickings are generated:

1. The preparation picking
2. The consumption picking

By clicking on Preparations, I am redirected to the form view of the preparation picking.

If products are returned from the preparation step, a new smart button is added to show the Preparation Return Picking:

By clicking on Preparation Returns, I am redirected to the form view of the return picking.

Material List View

Since version 1.2.0 of the module, a new list view of all task material is available.

This list is available from both Inventory / Report and Project / Report menus.

It allows to add new material lines or modify the initial quantity on existing lines.

Project Smart Button

From the form view of a project, a smart button allows to access the material related to this project.

Duplicating A Task

When duplicating a task, material lines are also duplicated in the new task.

The field Planned Date is set to 2099-01-01 (a date far in the future).

Also, procurements are temporarily blocked.

When changing the project on the form view, the procurements are automatically enabled.

Otherwise, you may also uncheck the Procurement Disabled box manually.

Contributors

• Numigi (tm) and all its contributors (https://bit.ly/numigiens)