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Odoo Open Days - 4th June 2014
ODOO
« REFLEX WMS »
CONNECTOR
Cyril MORISSE
Odoo Open Days - 4th June 2014
Audaxis : Who are we ?
 Odoo Gold Partner
 20 years track record on ERP systems
 SCM & WMS expert
 Certified Training Partner
2
Odoo Open Days - 4th June 2014
Agenda
 Starting Point
 The Business Case for a Reflex WMS - Odoo integration
 Reflex WMS by Hardis
 Odoo - Reflex interfacing challenges
 Technical Challenge : Interfacing
 Functional Challenges : Business Objects Mismatch
 Business Process Integration: Invoicing
 Odoo - Reflex Connector by Audaxis
 Technical Architecture
 Solving the business objects mismatch
 A tightly integrated Invoicing Process
 The big picture
 Questions
3
Odoo Open Days - 4th June 2014
Business case for a Reflex WMS odoo integration
 Customer is an ecommerce company selling small pieces in high
volume at peak period
 Up to 12.000 products shipped per day
 Project started 10/2013 with Go Live planned for August 2014
 Too early for odoo v 8.0
 Customer had ambitious plans for warehouse automation (Radio
Devices, picking « hives », multipath conveyor belts, …)
 OpenERP 7 was not a viable option
 Customer choose the Reflex WMS
4
Odoo Open Days - 4th June 2014
Reflex WMS by Hardis
 Reflex WMS is a product from Hardis, a French
Software Editor founded in 1988
 “Reflex WMS” is a best of breed WMS aimed at
implementing newest logistic best practices.
 250 Customers
 700 Warehouses deployed
 Out of the Box, Reflex is connected with the most
important French Carriers Information System.
 https://www.hardis.fr/fr/jsp/site/Portal.jsp?page_id=63
5
Odoo Open Days - 4th June 2014
Odoo – Reflex interfacing challenges
 Odoo - Reflex integration raised 3 challenges:
 Technical challenge
 Reflex has a huge set of file based interfaces
 Functional challenge
 Both systems do not implement the same abstractions
 Integration challenge
 Invoice printing requires to imbricate Odoo and Reflex
processes
6
Odoo Open Days - 4th June 2014
Functional challenge : business objects mismatch
 Main problem comes from the fact that Odoo manages
products while Reflex manages GEI
 GEI = Exchangeable Entity Group
 A set of “products” with the same logistic attributes (Eg. same product,
same quality, same packaging, same lot it, …).
 GEI are used to manage products qualities and quality changes (a return
product is entered in stock with quality “Return” and it will be changed to
“Normal” (Sellable) after Quality Control)
7
Code Name Quality Qty
00123 XPS 13 Laptop
Computer
Normal (Sellable) 7
00123 XPS 13 Laptop
Computer
Return (Quality set after a RMA process) 2
00123 XPS 13 Laptop
Computer
SellOff 1
Total 10
Odoo Open Days - 4th June 2014
Technical challenge : Reflex Interface
 Reflex interface is based on the exchange of files organized into records of variable
structure
 70 Interfaces (files format) are defined. We use 15 for odoo interface.
 Reflex defines a specific set of size, encoding and justification rules.
 Example: 3.1415 is 000003141 if Reflex type= float and size 9,3
 Example of interface file content
8
Odoo Open Days - 4th June 2014
Integration Challenge: Invoicing Process
 Due to French law and since some final customers ordered via mail order,
the required Invoicing Process is:
1. odoo ask Reflex to ship a “Delivery Order”
 Using the “Preparation Order” standard Reflex interface.
2. Reflex users do the Shipping (and join the Reflex printed Invoice in the
package)
3. Once shipping is done, Reflex returns what has been effectively “collected”
 Using the “Preparation Report” standard Reflex interface
4. odoo:
 Confirms the delivery order line
 Generate the Invoice
 based on what has been delivered
9
Problem !!
Odoo Open Days - 4th June 2014
odoo – Reflex connector by Audaxis:
Technical Architecture
10
“OpenERP Connector” ( http://openerp-connector.com )
• Queues • Workers • Exceptions
• Backends • Synchronizers • Events
server 7
“Reflex WMS” Connector
• ReflexBatchExportSynchro
nizer
• ReflexBatchImportSynchro
nizer
• ReflexImportSynchroni
zer
• ReflexSerializerMixin • Backend
Customer’s Reflex Connector
15 custom implemented interfaces
Odoo Open Days - 4th June 2014
odoo – Reflex Connector by Audaxis:
Solving the business objects mismatch
 Reflex GEI Mapping:
 GEI qualities are mapped to odoo stock locations
 GEI quality changes are transformed to odoo “Internal Moves” between stock
locations
 By doing this:
 Reflex manages detailed stock locations content
 odoo manages stock valuation
 To track error, we:
 implemented a stock gap analysis tool
 keep track of all Reflex “moves” ids in odoo corresponding internal moves
 Main problem here is that odoo does Double Entry stock accounting while Reflex generates
Single Entry stock moves
11
Reflex Side Odoo Side Bot
h
Code Name Quality Odoo locations Qty
00123 XPS 13
Laptop
Normal Physical Locations/ Company / Stock 7
00123 XPS 13
Laptop
Return Physical Locations/ Company / Downgraded/Return 2
00123 XPS 13
Laptop
SellOff Physical Locations/ Company / Downgraded/ SellOff 1
Total returned by odoo “stock by locations”
report
10
Odoo Open Days - 4th June 2014
odoo – Reflex Connector by Audaxis:
Tightly Integrated Invoicing Process
 The final process:
1. odoo asks Reflex to ship a “Delivery Order” and uses an interface comment field to send to
Reflex the name and path of the future invoice.
 Using the “Preparation Order” standard Reflex interface.
2. Reflex users do the picking
 At the end of picking (not packaging), Reflex returns what has been “collected” using a
Reflex customized Interface (identical to the one he uses at the end of shipping)
3. odoo processes the interface content and generates then uploads an Invoice for prepared
products (using the path defined in 1).
4. At packaging step, Reflex prints the odoo invoice (inserted into customer’s package)
5. At Shipping Confirmation (carriers truck departing), Reflex sends an updated “Shipping”
interface
6. odoo processes the interface file and puts on exception delivery orders whose content is
different from the one received at 2)
12
Odoo Open Days - 4th June 2014
The big picture
13
1) Purchasing Dept.
creates products
Interfaces:
-StockPicture
-GEI Moves
Products
"Incoming shipment" interface
3) Purchasing Dept.
orders products
4) receives products
"Reception report" interface
"Delivery Order" interface
5) Sales Dept.
sells products
6) ships products
"Shipping report" interface
2) Interfaces:
-Products
-Categories
-Suppliers
-Logistic Variants
StockStock
Interfaces:
-Picking Location Setup
-Inventory setup
Contact us :
odoo@audaxis.com
www.audaxis.com
Thank you14

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Open Days 2014 Odoo "Reflex WMS" connector

  • 1. Odoo Open Days - 4th June 2014 ODOO « REFLEX WMS » CONNECTOR Cyril MORISSE
  • 2. Odoo Open Days - 4th June 2014 Audaxis : Who are we ?  Odoo Gold Partner  20 years track record on ERP systems  SCM & WMS expert  Certified Training Partner 2
  • 3. Odoo Open Days - 4th June 2014 Agenda  Starting Point  The Business Case for a Reflex WMS - Odoo integration  Reflex WMS by Hardis  Odoo - Reflex interfacing challenges  Technical Challenge : Interfacing  Functional Challenges : Business Objects Mismatch  Business Process Integration: Invoicing  Odoo - Reflex Connector by Audaxis  Technical Architecture  Solving the business objects mismatch  A tightly integrated Invoicing Process  The big picture  Questions 3
  • 4. Odoo Open Days - 4th June 2014 Business case for a Reflex WMS odoo integration  Customer is an ecommerce company selling small pieces in high volume at peak period  Up to 12.000 products shipped per day  Project started 10/2013 with Go Live planned for August 2014  Too early for odoo v 8.0  Customer had ambitious plans for warehouse automation (Radio Devices, picking « hives », multipath conveyor belts, …)  OpenERP 7 was not a viable option  Customer choose the Reflex WMS 4
  • 5. Odoo Open Days - 4th June 2014 Reflex WMS by Hardis  Reflex WMS is a product from Hardis, a French Software Editor founded in 1988  “Reflex WMS” is a best of breed WMS aimed at implementing newest logistic best practices.  250 Customers  700 Warehouses deployed  Out of the Box, Reflex is connected with the most important French Carriers Information System.  https://www.hardis.fr/fr/jsp/site/Portal.jsp?page_id=63 5
  • 6. Odoo Open Days - 4th June 2014 Odoo – Reflex interfacing challenges  Odoo - Reflex integration raised 3 challenges:  Technical challenge  Reflex has a huge set of file based interfaces  Functional challenge  Both systems do not implement the same abstractions  Integration challenge  Invoice printing requires to imbricate Odoo and Reflex processes 6
  • 7. Odoo Open Days - 4th June 2014 Functional challenge : business objects mismatch  Main problem comes from the fact that Odoo manages products while Reflex manages GEI  GEI = Exchangeable Entity Group  A set of “products” with the same logistic attributes (Eg. same product, same quality, same packaging, same lot it, …).  GEI are used to manage products qualities and quality changes (a return product is entered in stock with quality “Return” and it will be changed to “Normal” (Sellable) after Quality Control) 7 Code Name Quality Qty 00123 XPS 13 Laptop Computer Normal (Sellable) 7 00123 XPS 13 Laptop Computer Return (Quality set after a RMA process) 2 00123 XPS 13 Laptop Computer SellOff 1 Total 10
  • 8. Odoo Open Days - 4th June 2014 Technical challenge : Reflex Interface  Reflex interface is based on the exchange of files organized into records of variable structure  70 Interfaces (files format) are defined. We use 15 for odoo interface.  Reflex defines a specific set of size, encoding and justification rules.  Example: 3.1415 is 000003141 if Reflex type= float and size 9,3  Example of interface file content 8
  • 9. Odoo Open Days - 4th June 2014 Integration Challenge: Invoicing Process  Due to French law and since some final customers ordered via mail order, the required Invoicing Process is: 1. odoo ask Reflex to ship a “Delivery Order”  Using the “Preparation Order” standard Reflex interface. 2. Reflex users do the Shipping (and join the Reflex printed Invoice in the package) 3. Once shipping is done, Reflex returns what has been effectively “collected”  Using the “Preparation Report” standard Reflex interface 4. odoo:  Confirms the delivery order line  Generate the Invoice  based on what has been delivered 9 Problem !!
  • 10. Odoo Open Days - 4th June 2014 odoo – Reflex connector by Audaxis: Technical Architecture 10 “OpenERP Connector” ( http://openerp-connector.com ) • Queues • Workers • Exceptions • Backends • Synchronizers • Events server 7 “Reflex WMS” Connector • ReflexBatchExportSynchro nizer • ReflexBatchImportSynchro nizer • ReflexImportSynchroni zer • ReflexSerializerMixin • Backend Customer’s Reflex Connector 15 custom implemented interfaces
  • 11. Odoo Open Days - 4th June 2014 odoo – Reflex Connector by Audaxis: Solving the business objects mismatch  Reflex GEI Mapping:  GEI qualities are mapped to odoo stock locations  GEI quality changes are transformed to odoo “Internal Moves” between stock locations  By doing this:  Reflex manages detailed stock locations content  odoo manages stock valuation  To track error, we:  implemented a stock gap analysis tool  keep track of all Reflex “moves” ids in odoo corresponding internal moves  Main problem here is that odoo does Double Entry stock accounting while Reflex generates Single Entry stock moves 11 Reflex Side Odoo Side Bot h Code Name Quality Odoo locations Qty 00123 XPS 13 Laptop Normal Physical Locations/ Company / Stock 7 00123 XPS 13 Laptop Return Physical Locations/ Company / Downgraded/Return 2 00123 XPS 13 Laptop SellOff Physical Locations/ Company / Downgraded/ SellOff 1 Total returned by odoo “stock by locations” report 10
  • 12. Odoo Open Days - 4th June 2014 odoo – Reflex Connector by Audaxis: Tightly Integrated Invoicing Process  The final process: 1. odoo asks Reflex to ship a “Delivery Order” and uses an interface comment field to send to Reflex the name and path of the future invoice.  Using the “Preparation Order” standard Reflex interface. 2. Reflex users do the picking  At the end of picking (not packaging), Reflex returns what has been “collected” using a Reflex customized Interface (identical to the one he uses at the end of shipping) 3. odoo processes the interface content and generates then uploads an Invoice for prepared products (using the path defined in 1). 4. At packaging step, Reflex prints the odoo invoice (inserted into customer’s package) 5. At Shipping Confirmation (carriers truck departing), Reflex sends an updated “Shipping” interface 6. odoo processes the interface file and puts on exception delivery orders whose content is different from the one received at 2) 12
  • 13. Odoo Open Days - 4th June 2014 The big picture 13 1) Purchasing Dept. creates products Interfaces: -StockPicture -GEI Moves Products "Incoming shipment" interface 3) Purchasing Dept. orders products 4) receives products "Reception report" interface "Delivery Order" interface 5) Sales Dept. sells products 6) ships products "Shipping report" interface 2) Interfaces: -Products -Categories -Suppliers -Logistic Variants StockStock Interfaces: -Picking Location Setup -Inventory setup

Editor's Notes

  1. L’interfaçage Reflex est basé sur des échanges de fichiers organisés en enregistrements de structure variable.
  2. mail order customers can’t receive invoice by email nor download it
  3. L’interfaçage Reflex est basé sur des échanges de fichiers organisés en enregistrements de structure variable.