Action Lines: Authoritative Decision and Field Guide

Review, explain, edit, select, and execute the current product-and-warehouse planning decision.

An Action Line is the authoritative current decision for one product and warehouse. Its list view supports fast sorting, filtering, editing, selection, and bulk work; its form explains the complete calculation and linked documents.

Full Odoo Action Line showing recommendation, status, context, decision, and calculation tabs — Read the recommendation and blockers first, then verify the selected rule, supply, timing, quantity, and evidence.

Work from the list

Filter by action required, execution status, inventory status, forecast quality, Ordering Profile, Planning Rule, vendor, warehouse, or action date.
Keep operational columns such as Action Required, Buy Step, Transfer Step, System Suggested Purchase, Planner Purchase Quantity, review status, and row actions visible.
Edit Planner Purchase Quantity in the list when the decision is straightforward.
Select lines for eligible bulk RFQ, transfer, demand-review, ignore, planner-quantity, or reset actions.

Read the form in order

Recommendation: what to do and why.
Execution Status: whether the line can create a document and what blocks it.
Context and Decision Status: company, warehouse, vendor, selected rule, action, and permission checks.
Replenishment Decision and Planning Dates: ordering method, action date, receipt date, review cycle, and protection period.
Tabs: Coverage; Supply & Replenishment; How Calculated; Transfer Plan; Readiness & Setup; Purchase Schedule; Linked Documents; Demand History; Planner Note; Forecast Quality.

Timing is part of the quantity. Recurring purchasing protects through the next review cycle, not only supplier lead time.

Core quantities

System Suggested Purchase is read-only and recalculated from the current plan.
Planner Purchase Quantity is the explicit editable decision. It may be zero and remains until reset.
Suggested Transfer is eligible internal supply that can arrive in time.
Remaining Purchase Quantity is the external buy after the current transfer plan.
RFQ quantity is the executable planner quantity after stock-UoM rounding, supplier constraints, and conversion to purchase UoM.

Freshness and history

A completed sync replaces the current planning snapshot but preserves explicit planner overrides. Current Action Lines are not historical evaluation facts. Planning Performance uses durable snapshots and ledgers for mature evidence.

Never skip the blocker

A quantity can look plausible while execution is blocked by missing vendor, rule, route, horizon, UoM, or duplicate document. Read Readiness & Setup before creating documents.

Set, explain, bulk-review, reset, and execute an explicit purchase quantity.

Planner quantity workflow