[ADD] Inventory: Just In Time logic

closes odoo/documentation#14775

X-original-commit: 41b30c9a19
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst

@@ -27,6 +27,13 @@ manufacturing order (MO), with the best choice depending on the business process
 
       Automatically suggest or generate POs or MOs when stock falls below a minimum level.
 
+   .. card:: Just in time logic
+      :target: replenishment/just_in_time
+      :tag: Recommended
+      :large:
+
+      Avoid overstocking by placing order precisely to meet deadlines.
+
    .. card:: MTO
       :target: replenishment/mto
       :tag: Beginner-friendly
@@ -67,8 +74,8 @@ Key points include:
 - :ref:`Manual reordering rules <inventory/warehouses_storage/manual-rr>`: Generate suggestions in
   the replenishment report for user review, allowing adjustments and batch orders while meeting
   deadlines.
-- :ref:`Just-in-time logic <inventory/warehouses_storage/just-in-time>`: A strategy to replenish
-  only what is needed to prevent overstocking.
+- :doc:`Just in time logic <replenishment/just_in_time>`: A strategy to replenish only what is
+  needed to prevent overstocking.
 
 .. seealso::
    - :doc:`replenishment/reordering_rules`
@@ -119,6 +126,7 @@ disrupts its manual replenishment method.
 
    replenishment/mto
    replenishment/reordering_rules
+   replenishment/just_in_time
    replenishment/report
    replenishment/lead_times
    replenishment/resupply_warehouses

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/just_in_time.rst

@@ -0,0 +1,84 @@
+==================
+Just in time logic
+==================
+
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |SOs| replace:: :abbr:`SOs (Sales Orders)`
+
+*Just-in-time logic* in Odoo minimizes storage costs by placing orders precisely to meet deadlines.
+This is achieved using the :ref:`forecasted date <inventory/warehouses_storage/forecasted-date>`,
+which determines when replenishment is necessary to avoid overstocking. For example, for a product
+with a 5-day total lead time and a sales order delivery date in 10 days, Odoo waits 5 days to place
+the order, ensuring it arrives just in time for delivery.
+
+The forecasted date is the **earliest possible date** to receive a product if the replenishment
+process starts immediately. It is calculated by summing the lead times linked to the replenishment
+process, such as :ref:`vendor lead times <inventory/warehouses_storage/purchase-lt>` and
+:ref:`purchasing delays <inventory/warehouses_storage/purchase-security-lt>` for purchases, or
+:ref:`manufacturing lead times <inventory/warehouses_storage/manuf-lt>` for production. This works
+with both automatic and manual reordering rules.
+
+.. tip::
+  If utilizing just-in-time logic feels risky, consider adding buffer time or :doc:`adjusting lead
+  times <lead_times>` for more flexibility. While lead times and just-in-time logic provide
+  additional control, reordering rules work perfectly fine without them. Keeping delivery dates on
+  |SOs| as their *creation date* ensures purchases are immediately triggered when needed.
+
+.. _inventory/warehouses_storage/forecasted-date:
+
+Forecasted date and to order quantity
+=====================================
+
+The *forecasted date* is the earliest receipt date for a product, if it is ordered right now. It is
+calculated by summing the lead times linked to the product's replenishment process. The total of
+these lead times, added to the current date, determines when Odoo checks for demanded stock.
+
+To view the forecasted date go to :menuselection:`Inventory app --> Operations --> Replenishment` to
+access the :doc:`replenishment report <report>`, then click the :icon:`fa-info-circle`
+:guilabel:`(info)` icon for the desired reordering rule. The :guilabel:`Replenishment Information`
+pop-up window displays the :guilabel:`Forecasted Date` and various lead times.
+
+The just-in-time logic ensures replenishment occurs only when required to meet forecasted demand,
+reducing the risk of overstocking.
+
+.. note::
+   Just-in-time logic determines the exact timing of replenishment. If you want to extend this logic
+   to also consider near-future demand beyond the forecast date, see :ref:`Visibility Days
+   <inventory/warehouses_storage/visibility-days>`
+
+If the forecasted quantity falls below the minimum on the forecasted date, replenishment is
+triggered immediately to prevent shortages. If the quantity falls below the minimum after the
+forecasted date, replenishment is deferred.
+
+The :guilabel:`To Order` quantity is defined as the total demand on the forecasted date.
+
+By scheduling purchase orders according to combined lead times, Odoo minimizes inventory while
+ensuring that future demand is met on time.
+
+.. example::
+   A manual reordering rule is set up with no minimum or maximum quantities.
+
+   - Vendor lead time is 4 days, and the days to purchase is 2 days.
+   - Today's date is October 2.
+   - These add up to 6 days, making the forecasted date, October 8.
+
+   A confirmed |SO| for 5 units has a delivery date of October 8th (6 days from today). This demand
+   will appear on the replenishment report today, in the :guilabel:`To Order` field.
+
+   However, if the delivery date were later than October 8th, it would not yet appear on the report.
+   Odoo only displays quantities to replenish when they fall within the forecasted date window,
+   ensuring orders are placed precisely when needed.
+
+   .. image:: just_in_time/replenishment-info.png
+      :alt: Show forecasted date in Odoo.
+
+.. important::
+  |SOs| scheduled after the :guilabel:`Forecasted Date` are not included in the :guilabel:`Forecast`
+  quantities of a reordering rule. However, they do appear in the forecasted report, since it
+  reflects the long-term forecasted quantity. To access the forecasted report, click
+  :icon:`fa-area-chart` :guilabel:`(area chart)` icon on the replenishment report.
+
+.. seealso::
+   - :doc:`Reordering Rules <reordering_rules>`
+   - :doc:`Replenishment Report <report>`
+   - :doc:`Lead Times <lead_times>`

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst

@@ -168,8 +168,8 @@ confirm a request for quotation (RFQ) and when to expect the goods.
      - Arrival date of the products. Calculated by *Order Deadline* + *Vendor Lead Time*
 
 In addition, Odoo has global security lead times, which are buffers that widen the
-:ref:`just-in-time <inventory/warehouses_storage/just-in-time>` (JIT) forecast window. The security
-lead times affect **only** replenishment methods that use :doc:`pull rules
+:doc:`just-in-time <just_in_time>` (JIT) forecast window. The security lead times affect **only**
+replenishment methods that use :doc:`pull rules
 <../../shipping_receiving/daily_operations/use_routes>`—for example :doc:`reordering rules
 <reordering_rules>` or :doc:`make to order (MTO) <mto>`. They do not change the interval between
 *Order Deadline* and *Expected Arrival*.

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst

@@ -35,7 +35,7 @@ To set up reordering rules for the first time, refer to:
 
 To understand and optimize replenishment using advanced features, see:
 
-- :ref:`Just-in-time logic <inventory/warehouses_storage/just-in-time>`
+- :doc:`Just in time logic <just_in_time>`
 - :ref:`Visibility days <inventory/warehouses_storage/visibility-days>`
 - :ref:`Horizon days <inventory/warehouses_storage/horizon-days>`
 
@@ -127,8 +127,8 @@ rule line item:
 
 .. note::
    To learn how the :guilabel:`On Hand`, :guilabel:`Forecast`, and :guilabel:`To Order` fields are
-   calculated using on-hand quantities and future demand, see the :ref:`Just-in-time logic
-   <inventory/warehouses_storage/just-in-time>` section.
+   calculated using on-hand quantities and future demand, see :doc:`Just in time logic
+   <just_in_time>`
 
 For advanced usage, learn about the following reordering rule fields:
 
@@ -386,102 +386,8 @@ advanced configurations of reordering rules. Consider the following:
           five products' reordering rules. This ensures future demands for these products are
           managed separately and assigned to different |RFQs| (the usual behavior).
 
-.. _inventory/warehouses_storage/just-in-time:
-
-Just-in-time logic
-==================
-
-*Just-in-time logic* in Odoo minimizes storage costs by placing orders precisely to meet deadlines.
-This is achieved using the :ref:`forecasted date <inventory/warehouses_storage/forecasted-date>`,
-which determines when replenishment is necessary to avoid overstocking.
-
-The forecasted date is the **earliest possible date** to receive a product if the replenishment
-process starts immediately. It is calculated by summing the lead times linked to the replenishment
-process, such as :ref:`vendor lead times <inventory/warehouses_storage/purchase-lt>` and
-:ref:`purchasing delays <inventory/warehouses_storage/purchase-security-lt>` for purchases, or
-:ref:`manufacturing lead times <inventory/warehouses_storage/manuf-lt>` for production. Both
-automatic and manual reordering rules work this way.
-
-.. example::
-   For a product with a 5-day total lead time and a sales order delivery date in 10 days, Odoo waits
-   5 days to place the order, ensuring it arrives just in time for delivery.
-
-Important considerations:
-
-- **If this feels risky**, consider adding buffer time or :doc:`adjusting lead times <lead_times>`
-  for more flexibility.
-- While lead times and just-in-time logic provide additional control, **reordering rules work
-  perfectly fine without them**. Keeping delivery dates on sales orders as their *creation date*
-  ensures purchases are immediately triggered when needed
-
-.. _inventory/warehouses_storage/forecasted-date:
-
-Forecasted date and To Order quantity
--------------------------------------
-
-The *forecasted date* is the earliest receipt date for a product, if it is ordered right now. It is
-calculated by summing the lead times linked to the product's replenishment process. The total of
-these lead times, added to the current date, determines when Odoo checks for demanded stock.
-
-To view the forecasted date go to the replenishment report and click the :icon:`fa-info-circle`
-:guilabel:`(info)` icon for the desired reordering rule. The :guilabel:`Replenishment Information`
-pop-up window displays the :guilabel:`Forecasted Date` and various lead times.
-
-.. example::
-   A manual reordering rule is set up with no minimum or maximum quantities.
-
-   - Vendor lead time is 4 days, the purchase security lead time is 1 day, and the days to purchase
-     is 2 days.
-   - Today's date is November 26.
-   - These add up to 7 days, making the forecasted date, December 3rd.
-
-   A confirmed |SO| for 5 units has a delivery date of December 3rd (7 days from today). This demand
-   will appear on the replenishment report today, in the **To Order** field.
-
-   However, if the delivery date were later than December 3rd, it would not yet appear on the
-   report. Odoo only displays quantities to replenish when they fall within the forecasted date
-   window, ensuring orders are placed precisely when needed.
-
-   .. image:: reordering_rules/replenishment-info.png
-      :alt: Show forecasted date in Odoo.
-
-The *just-in-time* logic ensures replenishment happens only when it's necessary for the forecasted
-date's demand, helping avoid overstocking.
-
-For example:
-
-- If the forecasted quantity drops below the minimum **on** the forecasted date, replenishment must
-  begin immediately to avoid shortages.
-- If the quantity drops below the minimum **after** the forecasted date, replenishment can wait.
-
-The **To Order** quantity is the total demand on the forecasted date.
-
-By timing purchase orders based on the combined lead times, Odoo optimizes stock levels, keeping
-inventory minimal while ensuring future requirements are ordered at the last possible
-moment—strategic procrastination without the stress!
-
-Common confusion about forecasted quantities
---------------------------------------------
-
-|SOs| due **after** the :guilabel:`Forecasted Date` are not accounted for in the
-:guilabel:`Forecast` quantities of the reordering rule.
-
-They are, however, accounted for on the forecasted report that is opened by clicking the
-:icon:`fa-area-chart` :guilabel:`(graph)` icon on the replenishment report, as this one represents
-the **long-term forecasted quantity**.
-
-.. example::
-
-   .. figure:: reordering_rules/zero-forecast.png
-      :alt: Forecast and To Order quantities is zero.
-
-      Continuing the above example, when the sales order's deadline is adjusted to December 4th, the
-      :guilabel:`Forecast` and :guilabel:`To Order` quantities are zero.
-
-   .. figure:: reordering_rules/five-forecast.png
-      :alt: Show forecasted report.
-
-      Opening the :guilabel:`Forecasted Report` shows the :guilabel:`Forecasted` units is `5.00`.
+.. seealso::
+   :doc:`Just-in-time logic <just_in_time>`
 
 .. _inventory/warehouses_storage/visibility-days:
 
@@ -493,6 +399,11 @@ planned replenishment. Odoo checks if forecasted stock on the forecasted date wi
 minimum in the reordering rule. **Only if** it is time to reorder, visibility days check additional
 future demand by the specified number of days.
 
+.. note::
+   Visibility days extend the standard just-in-time replenishment logic by looking beyond the
+   immediate forecasted date. To fully understand how Odoo determines when replenishment is
+   triggered, refer to the :doc:`Just-in-time logic <just_in_time>`
+
 This feature helps consolidate orders by grouping immediate and near-future needs, reducing
 transport costs and enabling supplier discounts for larger orders.
 

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst

@@ -119,8 +119,8 @@ In each line of the replenishment report, clicking the :icon:`fa-info-circle` :g
 icon opens the :guilabel:`Replenishment Information` pop-up window, which displays the *lead times*
 and *forecasted date*.
 
-For detailed information on how to use this feature for replenishment, go to the :ref:`Just in time
-logic <inventory/warehouses_storage/just-in-time>` section.
+For detailed information on how to use this feature for replenishment, go to the :doc:`just-in-time
+<just_in_time>` section.
 
 Select a warehouse
 ------------------