[REF] mrp: documentation update
- Updated Pictures with latest version, deleted old ones
- Added Quality Control section
- Deleted Kit Routings section
- Adapted Terminology, specifically work orders vs routings
closes odoo/documentation#1535
X-original-commit: 6fb40b61c8
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Arnold Moyaux <arm@odoo.com>
This commit is contained in:
Mathieu Germain
committed by
Arnold Moyaux
Arnold Moyaux
parent
8966e001c2
commit
42bef26a5d
+102
-120
@@ -2,16 +2,13 @@
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Subcontract your Manufacturing
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==============================
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Outsourcing a portion of some or all your company’s manufacturing needs
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is not easy. To make it work right, you have to:
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Outsourcing a portion or all of your company’s manufacturing needs
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is not easy. To make it work correctly, you have to:
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- Manage the inventory of raw materials at your subcontractor;
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- Ship new materials to your subcontractors based on your forecasted
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demand;
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- Keep track of manufacturing operations done at the subcontractor
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location;
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- Control incoming goods quality;
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- Control subcontractors bills.
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- Manage the inventory of raw materials at your subcontractor
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- Ship raw material to your subcontractors, at the right time
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- Control incoming goods quality
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- Control subcontractors bills
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Here is an example of subcontracting the manufacturing of “C”, which is
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produced out of raw materials “A” and “B”.
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@@ -20,7 +17,7 @@ produced out of raw materials “A” and “B”.
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:align: center
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:alt:
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With its subcontracting feature, Odoo helps you handle this flow easily.
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With its MRP subcontracting feature, Odoo helps you handle this flow easily.
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Configuration
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=============
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@@ -28,15 +25,15 @@ Configuration
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To use the subcontracting feature, go to :menuselection:`Manufacturing
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--> Configuration --> Settings` and tick the box *Subcontracting*.
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.. image:: media/subcontracting_02.png
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.. image:: media/sbc_1.png
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:align: center
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:alt:
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To define if a product must be subcontracted, use a *Bill of Materials
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(BoM)* of type *Subcontracting*.
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To create a new *BoM*, go to :menuselection:`Manufacturing --> Master
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Data --> Bill of Materials` and hit create. Then, list the components
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To create a new *BoM*, go to :menuselection:`Manufacturing --> Products -->
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Bill of Materials` and hit create. Then, list the components
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your subcontractor needs to manufacture the product. For costing
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purposes, you might want to register all the components, even the ones
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that are sourced directly from the subcontractor.
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@@ -44,7 +41,7 @@ that are sourced directly from the subcontractor.
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Once you have set the *BoM Type* to *Subcontracting*, specify one or
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several subcontractors.
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.. image:: media/subcontracting_03.png
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.. image:: media/sbc_2.png
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:align: center
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:alt:
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@@ -52,9 +49,9 @@ Basic Subcontracting Flow
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=========================
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To let your subcontractor know how many products you need, create and
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send them purchase orders (PO). To do so, open the *Purchase* app and
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create a new one. Be sure to send the PO to a vendor that is defined as
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a subcontractor on the *BoM*.
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send them purchase orders (PO). To do so, go to the *Purchase* app and
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create a new purchase order. Be sure to send the PO to a vendor that is
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defined as a subcontractor on the *BoM* of these products.
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.. image:: media/subcontracting_04.png
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:align: center
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@@ -62,23 +59,20 @@ a subcontractor on the *BoM*.
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Once the *PO* is validated (1), a pending receipt is created. When the
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products are received, validate the receipt (2), with the actual
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quantity received. Then Odoo automatically created several inventory
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moves:
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quantity received. As a result, Odoo does the following things for you:
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- Consume the components at the subcontractor’s location, based on the
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*BoM* (3);
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- Produce finished goods at the subcontractor’s location (4);
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- Move products from the subcontractor’s location to YourCompany
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through the validated receipt (5).
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- Consumes the respective components at the subcontractor’s location, based on the *BoM* and your input (3);
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- Produces the finished goods at the subcontractor’s location (4);
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- Moves products from that subcontractor’s location to YourCompany
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via the validated receipt (5).
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Of course, Odoo does all the transactions for you, automatically. Simply
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control the vendor bill with the usual matching process with the
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purchase order.
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.. note::
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The *PO* is optional. If you create a receipt manually, with the right
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subcontractor, Odoo still performs all the moves. Useful if the
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subcontractor does not bill a fixed price per item, but rather the time
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subcontractor, Odoo still performs all the moves. This can be useful if
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the subcontractor does not bill a fixed price per item, but rather the time
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and materials used.
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Inventory Valuation
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@@ -98,18 +92,17 @@ With:
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- **s**: Cost of the subcontracted service.
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Sending raw materials to your subcontractors (**A**) does not impact
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the inventory valuation, the components still belonging to your company.
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To manage this, the *Subcontracting Location* is configured as an
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*Internal Location* so that the components are still valued in the
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inventory.
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the inventory valuation, as the components are still valued as part of
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your stock. This is managed by making the *Subcontracting Location* an
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*Internal Location*.
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Then, the vendor price set on the product C form has to be what has to
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be paid to the subcontractor for his parts and service time: **B +
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s**. The product cost has to be: **A + B + s**, how much the
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product is valued in the accounting.
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Finally, the subcontractor bill matches the purchase order, with the
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proposed price coming from the finished products C.
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Finally, the subcontractor bill then matches the purchase order, with
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the proposed price coming from the finished products C.
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.. note::
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If managing the replenishment of raw materials **B** at your
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@@ -120,113 +113,102 @@ proposed price coming from the finished products C.
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Traceability
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============
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In case the products received from the subcontractor contain tracked
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In case the received products from the subcontractor contain tracked
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components, their serial or lot numbers need to be specified during the
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receipt.
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receipt.
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On the receipt of the subcontracted product, a *Record Components*
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button appears when necessary. Click on it to open a dialog and record
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the serial/lot numbers of the components. If the finished product is
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also tracked, its serial/lot number can be registered here too.
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In that case, on the receipt of the subcontracted product, a *Record Components*
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button appears. Click on it to open a dialog box and record the serial/lot numbers of
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the components. If the finished product is also tracked, its serial/lot number can
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be registered here too.
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.. image:: media/subcontracting_05.png
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.. image:: media/sbc_3.png
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:align: center
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:alt:
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For audit purposes, it is possible to check the lot numbers recorded on
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a receipt by using the icon on the right of the finished products:
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.. image:: media/subcontracting_06.png
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.. image:: media/sbc_4.png
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:align: center
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:alt:
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Also note that in case flexible consumption has been selected on the subcontracted
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BOM for a non-tracked product, the record components option will also appear
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optionally on each move line, if you want to register more or less component consumption
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at your subcontracting location, when receiving your final product.
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.. image:: media/sbc_5.png
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:align: center
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:alt:
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As you can see, the reception of both of these non-tracked products can either be executed
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by selecting the 'Set Quantities' Option or via the move line hamburger menus.
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Automate Replenishment of Subcontractors
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========================================
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To manage the resupply of your subcontractor, activate
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*Multi-locations* in :menuselection:`Inventory --> Configuration -->
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Configuration`. Then, the inventory at the subcontractor location can
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be tracked.
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There are two ways to automate the supply of raw materials to your
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subcontractors when purchasing the final product. The chosen method
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depends on whether or not you want the materials to transit through your
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warehouse. Both of these methods are described as pull style mechanisms as
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their trigger is the inital PO to the subcontractor, which creates a need
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at the subcontracting location, for raw material.
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It is possible to resupply subcontractors by sending products from the
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company locations, or by sending products from another supplier to the
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subcontractors.
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If you are supplying your subcontractor with raw material from your own warehouse,
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you must activate the 'Resupply Subcontractor on Order' route as shown
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below. If this is a component that you buy from a vendor, the buy route
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should also be activated.
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Replenishment from the warehouse
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.. image:: media/sbc_6.png
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:align: center
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:alt:
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Now, if you want your vendor to resupply your subcontractor directly, you
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must choose the 'Dropship Subcontractor on Order' option instead. In order
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for this option to be active on the product form, you must first activate the
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dropship option from :menuselection:`Purchase --> Configuration --> Settings -->
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Dropshipping`.
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Once the PO to the subcontractor is validated, this route will create a dropship
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RFQ from your vendor to that subcontractor. You then just need to review and validate it.
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.. image:: media/sbc_7.png
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:align: center
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:alt:
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Note that the buy route is not selected in this case, as the dropship route is
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a buy route already.
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Finally, if you want to track the stock of these raw materials at your subcontracting
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location(s), then you must activate *Multi-locations* in :menuselection:`Inventory -->
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Configuration --> Settings --> Storage locations`.
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From the location form, you are then able to access the Current Stock.
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.. image:: media/sbc_8.png
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:align: center
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:alt:
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Manual Replenishment
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--------------------------------
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Resupplying subcontractors manually is the simplest approach. To do so,
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create delivery orders in which the subcontractor is set as a delivery
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address and fill the components to deliver.
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You can also choose to replenish your subcontractors manually.
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To automate the subcontractors’ replenishment propositions, there are
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two approaches:
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If you want to send components to your subcontractor at your own convenience,
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select the 'Resupply Subcontractor' Operation Type from the *Inventory* Module,
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and create a picking, specifying to which subcontractor you are delivering to.
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- Reordering rules;
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- Replenish on order flow.
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For the first one, just define a reordering rule on the subcontracting
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location, with a minimum and maximum inventory level. When the
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reordering rule is triggered, a delivery order is created to ship the
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components to the subcontractor.
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.. image:: media/subcontracting_07.png
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.. image:: media/sbc_9.png
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:align: center
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:alt:
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The second approach is to use a “pull” flow. Here, the demand in the
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finished product (real demand or forecasted one through the Master
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Production Schedule) triggers the replenishment of the subcontractor. To
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do so, select the route *Resupply Subcontractor on Order* on the
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wanted components.
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Alternatively, you can also manually ask your vendor to resupply your subcontractor
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by creating a dropship type PO, with your subcontractor set as the delivery address.
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.. image:: media/subcontracting_08.png
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:align: center
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:alt:
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Replenishment from another supplier
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-----------------------------------
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When purchasing items to another supplier, it is possible to ask him to
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deliver the subcontractor directly. To do so, activate the *Drop
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Shipping* feature in :menuselection:`Purchase --> Configuration -->
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Configuration`.
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Now, set the *Dropship* option in the *Deliver To* field of the
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*Other Information* tab. Then, provide the address of the
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subcontractor for the shipping.
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.. image:: media/subcontracting_09.png
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:align: center
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:alt:
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That way, the supplier can ship items directly and you simply receive
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and pay the bill. However, it is still required to validate receipts for
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the subcontractor.
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.. image:: media/subcontracting_10.png
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:align: center
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:alt:
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Quality Control
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---------------
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Controlling the quality of the products manufactured by subcontractors
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is possible thanks to the Odoo Quality app. Quality checks can be made
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on a manufacturing step but, because the manufacturing process is
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handled by an external party, it can be defined on the product
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reception.
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.. image:: media/subcontracting_11.png
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:align: center
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:alt:
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To create a quality check at the receipt, open the *Quality* app and
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create a new *Control Point* on the reception.
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.. image:: media/subcontracting_12.png
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:align: center
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:alt:
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By doing so, a quality check is automatically created each time a
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finished product is received.
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.. image:: media/sbc_10.png
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:align: center
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