Use when a company contracts another to manufacture and sends the components.

Considerations

For the flow to work correctly, we will NOT use the subcontracting feature that Odoo offers. Instead, we will create a specific route for sending components.

It is strictly necessary to have a multi-company environment configured with at least two companies to execute this workflow. For this, we will take as an example a Commercial Company (Comercializadora - subcontracts manufacturing and sells to the final client) and a Manufacturing Company (Subcontratista - manufactures the final product and sends it to the commercial company).

Make sure to activate developer mode

Activate MTO

Activate the MTO (Make to Order) route in your settings.

Routes

The Multi-step routes checkbox must be activated so we can create our inter-company route.

Warehouses

Create a Warehouse for each Company

Inter-company Transactions

Inter-company transactions must be activated so that when generating a purchase from the Commercial company, the Manufacturing company generates the mirror sales order and can detonate the manufacturing.

Ensure the "Create as" option is set to Validated if you want this process to be fully automatic.

Warehouse Configuration: 

Comercializadora Warehouse

• Buy to resupply: ACTIVATED

• Manufacture to resupply: DEACTIVATED

Subcontractor Company Warehouse

• Buy to resupply: DEACTIVATED

• Manufacture to resupply: ACTIVATED

Contact Locations

• From the COMMERCIAL company: Enter the MANUFACTURING company's contact and set the Customer Location and Vendor Location to Inter-company transit in the sales and purchases tab.

• From the MANUFACTURING company: Enter the COMMERCIAL company's contact and set the Customer Location and Vendor Location to Inter-company transit in the sales and purchases tab.

Route Rules

With both companies active, we will create the route:

• Company field: Visible to all (empty)

• Applicable route: Products or Category level

Remember that even if both companies are active, to configure the first rule you must be in the subcontractor company, and to configure the second rule you must be in the general company (which requests manufacturing).

1. Receive subcontractor:

When products are needed in MANUFACTURING COMPANY/Stock, a Receipts operation will be created from Inter-company transit to fulfill the need. A need is created in Inter-company transit and a rule will be triggered to fulfill it.

1. Send raw material

When products are needed in Inter-company transit, a Delivery orders operation will be created from COMMERCIAL COMPANY/Stock to fulfill the need.

Bill of Materials

BoM type: manufacture this product and MUST have the company field empty, so it is available for both companies.

Routes on Products

If you configured the rule to apply to categories, remember to assign categories to the products and activate the routes. If you did it by product, you also need to activate the rules.

For components routes that should be active: 

• Inter-company Subcontracting route (just created)

• MTO 

For final products routes that should be active: 

• Manufacturing 

• Purchase 

• MTO

Complete Workflow

If you comply with all these configurations, when generating a purchase order from the COMMERCIAL company, a sales order should appear in the MANUFACTURING company. Upon confirmation, the shipment of components from the COMMERCIAL to the MANUFACTURING company will be triggered (with delivery and receipt orders respectively), followed by the manufacturing of the final product, and the shipment of the final product from the MANUFACTURING company to the COMMERCIAL company (with delivery and receipt orders respectively).

From the Commercial company we will make a purchase to the subcontractor company. The correct workflow is:

1. Commercial company: Confirm purchase to Subcontractor company

2. Commercial company: Validate delivery of components.

Note: If Access error Shows up, activate both companies before validating transfer

1. Subcontractor company: Validate receipt of components.

2. Subcontractor company: Manufacture finished product.

3. Subcontractor company: Validate delivery of finished product.

4. Commercial company: Validate receipt of final product.

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Documento en español: 

 Subcontratación en entorno multiempresa (español)