[MOV] Manufacturing: Restructure scope
closes odoo/documentation#8451
X-original-commit: ee735a813f
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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========
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Use kits
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========
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In Odoo, a *kit* is a type of bill of materials (BoM) that can be manufactured and sold. Kits are
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sets of unassembled components sold to customers. They may be sold as standalone products, but are
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also useful tools for managing more complex bills of materials (BoMs).
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.. note::
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To use, manufacture, and sell kits, both the :guilabel:`Manufacturing` and :guilabel:`Inventory`
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apps need to be installed.
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Create the kit as a product
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===========================
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To use a kit as a sellable product, or simply as a component organization tool, the kit should first
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be created as a product.
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To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click
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:guilabel:`Create`.
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Then, assign a name to the new kit product. Next, under the :guilabel:`General Information` tab, set
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the :guilabel:`Product Type` to :guilabel:`Consumable`. Kit products work best as consumables,
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because the stock on-hand for kits is typically not tracked.
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.. note::
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Although kits should almost always be set to :guilabel:`Consumable`, companies using
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**Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is
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because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in
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accounting journals.
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Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab
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does not matter for kits, since Odoo uses the routes of the kit's individual components for
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replenishment purposes. All other parameters for the kit product may be modified according to
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preference. Once ready, click :guilabel:`Save` to save the new product.
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The kit's components must also be configured as products via :menuselection:`Inventory app -->
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Products --> Products`. These components require no specific configuration.
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Set up the kit BoM
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==================
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After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)`
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can be created for the kit product.
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To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
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:guilabel:`Create`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list
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of products, and select the previously configured kit product.
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Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the
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:guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and
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specify their quantities under the :guilabel:`Quantity` column.
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Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`.
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.. image:: kit_shipping/bom-kit-selection.png
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:align: center
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:alt: Kit selection on the bill of materials.
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If the kit is solely being used as a sellable product, then only components need to be added under
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the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary.
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.. note::
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When a kit is sold as a product, it appears as a single line item on the quotation and sales
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order. However, on delivery orders, each component of the kit is listed.
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Use kits to manage complex BoMs
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===============================
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Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that
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contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require
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*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level
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:abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products.
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To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to
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:menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click
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:guilabel:`Create`.
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Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and
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select the desired :abbr:`BoM (bill of materials)` product. Then, for the :guilabel:`BoM Type`
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field, select the :guilabel:`Manufacture this product` option.
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Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and select a kit as the
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component. Adding the kit as a component eliminates the need to add the kit's components
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individually. Any :guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM (bill
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of materials)`.
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Once ready, click :guilabel:`Save` to save changes.
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.. image:: kit_shipping/multilevel-bom-kit.png
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:align: center
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:alt: Kit as a component in a multilevel bill of materials.
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Structure & cost
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----------------
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To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of material's)` components,
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click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bills of materials)`
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can be expanded and viewed from this report.
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.. image:: kit_shipping/structure-and-cost-kit.png
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:align: center
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:alt: Expanded kit in the Structure and Cost report.
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When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of
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materials)`, the kit product automatically expands to show all components. Any operations in the
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kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders on the
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manufacturing order.
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.. tip::
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Kits are primarily used to bundle components together for organization or sale. To manage
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multi-level products that require manufactured sub-components, refer to :doc:`this documentation
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<sub_assemblies>` on sub-assemblies.
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==================================
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Managing BoMs for product variants
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==================================
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Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product. Having
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a consolidated :abbr:`BoM (bill of materials)` for a product with variants saves time by preventing
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the need to manage multiple :abbr:`BoMs (bills of materials)`.
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Activate product variants
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=========================
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To activate the product variants feature, navigate to :menuselection:`Inventory app -->
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Configuration --> Settings`, and scroll down to the :guilabel:`Products` section. Then, click the
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checkbox to enable the :guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the
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setting.
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For more information on configuring product variants, refer to the :doc:`product variants
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<../../../sales/sales/products_prices/products/variants>` documentation.
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.. image:: product_variants/product-variants-variants-settings.png
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:align: center
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:alt: Selecting "Variants" from Inventory app settings.
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Create custom product attributes
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================================
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Once the product variants feature is activated, create and edit product attributes on the
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:guilabel:`Attributes` page.
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The :guilabel:`Attributes` page is accessible either from :menuselection:`Inventory app -->
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Configuration --> Settings` by clicking the :guilabel:`Attributes` button, or by clicking
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:menuselection:`Inventory app --> Configuration --> Attributes`.
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Once on the :guilabel:`Attributes` page, either click into an existing attribute, or click
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:guilabel:`Create` to create a new one. Clicking :guilabel:`Create` reveals a new, blank form for
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customizing an attribute. For an existing attribute, click :guilabel:`Edit` on its form to make
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changes.
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Assign an :guilabel:`Attribute Name`, and choose a category from the :guilabel:`Category` field's
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drop-down menu. Then, select the desired options next to the :guilabel:`Display Type` and
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:guilabel:`Variants Creation Mode` fields. Once the desired options are selected, click
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:guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a new value.
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.. tip::
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Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` checkbox. If selected,
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this value will be recognized as a custom value, which allows customers to type special
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customization requests upon ordering a custom variant of a product.
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.. example::
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.. image:: product_variants/product-variants-attribute.png
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:align: center
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:alt: Product variant attribute configuration screen.
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Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` to save the new
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attribute.
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Add product variants on the product form
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========================================
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Created attributes can be applied on specific variants for particular products. To add product
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variants to a product, navigate to the product form by going to :menuselection:`Inventory app -->
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Products --> Products`. To make changes to the product, click :guilabel:`Edit`. Then, click the
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:guilabel:`Variants` tab.
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Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add a new attribute, and
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select one to add from the drop-down menu.
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Then, under the :guilabel:`Values` header, click the drop-down menu to choose from the list of
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existing values. Click on each desired value to add them, and repeat this process for any additional
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attributes that should be added to the product.
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Once finished, click :guilabel:`Save` to save changes.
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.. image:: product_variants/product-variants-product-form.png
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:align: center
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:alt: Product form variants tab with values and attributes.
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.. tip::
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:abbr:`BoM (bill of materials)` products with multiple variants that are manufactured in-house
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should either have a **0,0 reordering rule** set up, or have their replenishment routes set to
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*Replenish on Order (MTO)*.
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Apply BoM components to product variants
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========================================
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Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing one, by going to
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:menuselection:`Manufacturing app --> Products --> Bills of Materials`. Then, click
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:guilabel:`Create` to open a new :guilabel:`Bills of Materials` form to configure from scratch.
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Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-down menu in the
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:guilabel:`Product` field and selecting the desired product.
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Then, add components by clicking :guilabel:`Add a line` under the :guilabel:`Component` section of
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the :guilabel:`Components` tab, and choosing the desired components from the drop-down menu.
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Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product Unit of Measure`
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columns. Then, choose the desired values in the :guilabel:`Apply on Variants` column.
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.. note::
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The :guilabel:`Apply on Variants` option to assign components to specific product variants on the
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:abbr:`BoM (bill of materials)` is available once the :guilabel:`Variants` setting is activated
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from the :menuselection:`Inventory` application. If the :guilabel:`Apply on Variants` field is
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not immediately visible, activate it from the additional options menu (three-dots icon, to the
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right of the header row).
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.. image:: product_variants/product-variants-apply-on-variants.png
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:align: center
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:alt: "Apply on Variants" option on the additional options menu.
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Each component can be assigned to multiple variants. Components with no variants specified are used
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in every variant of the product. The same principle applies when configuring operations and
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by-products.
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When defining variant :abbr:`BoMs (bills of material)` by component assignment, the
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:guilabel:`Product Variant` field in the main section of the :abbr:`BoM (bill of materials)` should
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be left blank. This field is *only* used when creating a :abbr:`BoM (bill of materials)`
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specifically for one product variant.
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When all desired configurations have been made to the :abbr:`BoM (bill of materials)`, click
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:guilabel:`Save` at the top of the form to save changes.
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.. tip::
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For components that only apply for specific variants, choose which operations the components
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should be consumed in. If the :guilabel:`Consumed in Operation` column is *not* immediately
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visible, activate it from the additional options menu (three-dots icon, to the right of the
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header row).
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Sell and manufacture variants of BoM products
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=============================================
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To sell and manufacture variants of :abbr:`BoM (bill of materials)` products to order, navigate to
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:menuselection:`Sales app --> Create` to create a new quotation.
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Sell variant of BoM product
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---------------------------
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Once on the blank :guilabel:`Quotation` form, click the drop-down next to the :guilabel:`Customer`
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field to add a customer.
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Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select the
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previously-created :abbr:`BoM (bill of materials)` product with variants from the drop-down menu.
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Doing so reveals a :guilabel:`Configure a product` pop-up.
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From the pop-up window, click the desired attribute options to configure the correct variant of the
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product to manufacture. Then, click the green :guilabel:`+` or :guilabel:`-` icons next to the `1`
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to change the quantity to sell and manufacture, if desired.
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.. image:: product_variants/product-variants-variant-popup.png
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:align: center
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:alt: Configure a product pop-up for choosing variant attributes.
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Once all the specifications have been chosen, click :guilabel:`Add`. This will change the pop-up to
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a second :guilabel:`Configure` pop-up, where available optional products will appear, if they have
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been created previously.
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Once ready, click :guilabel:`Confirm` to close the pop-up.
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Then, click :guilabel:`Save` to save all changes, and click :guilabel:`Confirm` at the top of the
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:guilabel:`Quotation` form to create and confirm a new sales order (SO).
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Manufacture variant of BoM product
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----------------------------------
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Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` smart button appears at
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the top of the :abbr:`SO (sales order)` form. Click the :guilabel:`Manufacturing` smart button to
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open the :guilabel:`Manufacturing Order` form.
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On this form, under the :guilabel:`Components` tab, the appropriate components for the chosen
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variant are listed. And, depending on the variant, different components will be listed. To see any
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mandatory or optional :guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab.
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To enter the tablet view work order screen, click the :guilabel:`tablet icon` to the right of the
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row for the desired operation to be completed.
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From the tablet view, click :guilabel:`Mark as Done` as the operation progresses to complete the
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operation steps.
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Alternatively, click the :guilabel:`Mark as Done` button at the top of the manufacturing order form
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to complete the order.
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.. image:: product_variants/product-variants-manufacturing-order.png
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:align: center
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:alt: Manufacturing order for variant of BoM product.
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Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at the top of the page.
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Now that the product has been manufactured, click the :guilabel:`Delivery` smart button to deliver
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the product to the customer. From the :guilabel:`Delivery Order` form, click :guilabel:`Validate`,
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then click :guilabel:`Apply` to deliver the product.
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To finish the sale, click back to the :abbr:`SO (sales order)` via the :guilabel:`breadcrumbs` at
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the top of the page again. Then, click :guilabel:`Create Invoice` followed by :guilabel:`Create
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Invoice` again to invoice the customer for the order.
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=============================
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Manage semi-finished products
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=============================
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A *semi-finished product*, also known as a *subassembly*, is a manufactured product that is used as
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a component in another product's bill of materials (BoM). Semi-finished products are used to
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simplify complex :abbr:`BoMs (Bills of Materials)` or to more accurately represent a manufacturing
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flow. A :abbr:`BoM (Bill of Materials)` that contains semi-finished products is referred to as a
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*multilevel BoM*, where the main *top-level product* and its subassemblies are distinguished.
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Configure semi-finished products
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================================
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To set up a multilevel :abbr:`BoM (Bill of Materials)`, the top-level product and semi-finished
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products must be configured. Therefore, the first step is to create the semi-finished products and
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their :abbr:`BoMs (Bills of Materials)`.
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.. seealso::
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:doc:`../basic_setup/bill_configuration`
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.. image:: sub_assemblies/semifinished-product-bom.png
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:align: center
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:alt: A bill of materials for a semi-finished product.
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Create the top-level bill of materials (BoM)
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============================================
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After the semi-finished products are fully configured, navigate to :menuselection:`Manufacturing
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--> Products --> Products`. Then, :guilabel:`Create` the top-level product. Configure the product's
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specifications as desired, and be sure to :guilabel:`Save`.
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Once the top-level product is configured, click the :guilabel:`Bill of Materials` smart button on
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the product form, then click :guilabel:`Create` to make a :abbr:`BoM (Bill of Materials)` for the
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top-level product. Then, simply add the semi-finished products to this :abbr:`BoM (Bill of
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Materials)`, along with any other necessary components.
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.. image:: sub_assemblies/custom-computer-bom.png
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:align: center
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:alt: A bill of materials for a top-level product, containing a subassembly component.
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Manage production planning
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==========================
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There are several methods to manage manufacturing order automation for products with multilevel
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:abbr:`BoMs (Bills of Materials)`.
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.. note::
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Semi-finished products are specifically used to manage manufacturable products with multilevel
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BoMs. If a BoM is being created simply to organize components or bundle sellable products,
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using :doc:`Kits <kit_shipping>` is the more appropriate option.
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To automatically trigger manufacturing orders for semi-finished products after confirming a
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manufacturing order for the main product, there are two options:
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- **Option 1 (recommended):** Create *Reordering Rules* for the semi-finished products and set both
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the minimum and maximum desired stock quantities to `0`.
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.. seealso::
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:doc:`../../purchase/products/reordering`
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- **Option 2:** Activate the :guilabel:`Replenish on Order (MTO)` and :guilabel:`Manufacture`
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routes under the :guilabel:`Inventory` tab of the semi-finished product's product form.
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Option 1 is more flexible than Option 2 and is therefore recommended. Reordering rules do not
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directly link demand to replenishment, and therefore allow stocks to be unreserved and redirected
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to other orders, if necessary. The Replenish on Order (MTO) route creates a unique link between the
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semi-finished and top-level products, exclusively reserving quantities for the confirmed top-level
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manufacturing order.
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Regardless of the method chosen, semi-finished products must be fully manufactured before
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manufacturing can begin on the top-level product.
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.. image:: sub_assemblies/semifinished-on-mo.png
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:align: center
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:alt: A manufacturing order for a top-level product.
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=====================================
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Manage work orders using work centers
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=====================================
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Odoo Manufacturing allows for work orders to be carried out at specific work centers. When a
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manufacturing order is created for a product, any work orders listed in the :guilabel:`Operations`
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tab of the product bill of materials (BoM) will be automatically created as well and assigned to the
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||||
specified work center. Work orders can be managed in the :guilabel:`Manufacturing` module by
|
||||
selecting :menuselection:`Operations --> Work Orders`.
|
||||
|
||||
In order to use work centers, the :guilabel:`Work Orders` feature must first be enabled. To do so,
|
||||
go to the :guilabel:`Manufacturing` module, select :menuselection:`Configuration --> Settings`, and
|
||||
activate the checkbox next to :guilabel:`Work Orders`. Work centers can then be created and managed
|
||||
by selecting :menuselection:`Configuration --> Work Centers`.
|
||||
|
||||
Create a work center
|
||||
====================
|
||||
|
||||
Within the :guilabel:`Manufacturing` module, select :menuselection:`Configuration --> Work Centers
|
||||
--> Create`. The work center form can then be filled out as follows:
|
||||
|
||||
- :guilabel:`Work Center Name`: give the work center a concise name that describes the type of
|
||||
operations it will be used for
|
||||
- :guilabel:`Alternative Workcenters`: specify an alternative work center for operations to be
|
||||
carried out at if the main work center is not available
|
||||
- :guilabel:`Code`: assign the work center a reference code
|
||||
- :guilabel:`Working Hours`: define the number of hours that the work center can be in use each week
|
||||
- :guilabel:`Company`: select the company that the work center belongs to
|
||||
|
||||
.. image:: using_work_centers/work-center-form.png
|
||||
:align: center
|
||||
:alt: An example of a fully configured work center form.
|
||||
|
||||
.. _manufacturing/management/using_work_centers/wc-setup:
|
||||
|
||||
Set standards for work center productivity
|
||||
------------------------------------------
|
||||
|
||||
The :guilabel:`General Information` tab on the work center form allows for productivity goals to be
|
||||
assigned to a work center:
|
||||
|
||||
- :guilabel:`Time Efficiency`: used to calculate the expected duration of a work order at the work
|
||||
center; for example, if a work order normally takes one hour and the efficiency is set to 200%,
|
||||
the work order will take 30 minutes
|
||||
- :guilabel:`Capacity`: the number of operations that can be performed at the work center
|
||||
simultaneously
|
||||
- :guilabel:`OEE Target`: the target for efficiency at the work center
|
||||
- :guilabel:`Time before prod.`: setup time required before work can commence
|
||||
- :guilabel:`Time after prod.`: breakdown or cleanup time required after work is finished
|
||||
- :guilabel:`Cost per hour`: the cost of operating the work center for one hour
|
||||
- :guilabel:`Analytic Account`: the account where the cost of the work center should be recorded
|
||||
|
||||
.. image:: using_work_centers/work-center-general-information.png
|
||||
:align: center
|
||||
:alt: The general information tab of the work center form.
|
||||
|
||||
Assign equipment to a work center
|
||||
---------------------------------
|
||||
|
||||
Using the :guilabel:`Equipment` tab, it is possible for specific pieces of equipment to be assigned
|
||||
to a work center. The following information will be displayed for each piece of equipment added:
|
||||
|
||||
- :guilabel:`Equipment Name`: the name of the piece of equipment
|
||||
- :guilabel:`Technician`: the technician responsible for servicing the equipment
|
||||
- :guilabel:`Equipment Category`: the category the equipment belongs to
|
||||
- :guilabel:`MTBF`: mean time between failures; the average time that the piece of equipment will
|
||||
operate before failing
|
||||
- :guilabel:`MTTR`: mean time to recovery; the average time it takes for the equipment to become
|
||||
fully operational again
|
||||
- :guilabel:`Est. Next Failure`: an estimate of when the next equipment failure will occur
|
||||
|
||||
.. image:: using_work_centers/work-center-equipment.png
|
||||
:align: center
|
||||
:alt: The equipment tab of the work center form.
|
||||
|
||||
.. note::
|
||||
:guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are all calculated
|
||||
automatically based on past failure data, if any exists.
|
||||
|
||||
.. _workcenter_iot:
|
||||
|
||||
Integrate IoT devices
|
||||
---------------------
|
||||
|
||||
The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT (Internet of Things)` devices
|
||||
with a work center:
|
||||
|
||||
- :guilabel:`Device`: specifies the IoT device to be triggered
|
||||
- :guilabel:`Key`: the security key for the device
|
||||
- :guilabel:`Action`: the IoT device action triggered
|
||||
|
||||
.. image:: using_work_centers/work-center-iot.png
|
||||
:align: center
|
||||
:alt: The IoT Triggers tab of the work center form.
|
||||
|
||||
Use case: configure an alternative work center
|
||||
==============================================
|
||||
|
||||
When a work center is at capacity, it cannot accept any new work orders. Instead of waiting for the
|
||||
work center to become available, it is possible to specify an alternative work center where surplus
|
||||
work orders should be carried out.
|
||||
|
||||
Begin by creating a new work center. Configure the :guilabel:`Equipment` tab so that it has all of
|
||||
the same equipment as the main work center. This will ensure that the same tasks can be carried out
|
||||
at both work centers. Navigate to the main work center and include the new work center in the
|
||||
:guilabel:`Alternative Workcenters` selection field.
|
||||
|
||||
Now, create a new manufacturing order that uses the main work center for one of its operations. The
|
||||
main work center will automatically be selected for the operation in the :guilabel:`Work Orders`
|
||||
tab. After confirming the manufacturing order, click the :guilabel:`Plan` button that appears at the
|
||||
top left of the form.
|
||||
|
||||
.. image:: using_work_centers/manufacturing-order-plan-button.png
|
||||
:align: center
|
||||
:alt: Click the plan button to automatically select an available work center.
|
||||
|
||||
If the main work center is at capacity, the work center selected for the operation will be
|
||||
automatically changed to the alternative work center.
|
||||
|
||||
.. image:: using_work_centers/automatic-work-center-selection.png
|
||||
:align: center
|
||||
:alt: The alternative work center is automatically selected.
|
||||
|
||||
Monitor work center performance
|
||||
===============================
|
||||
|
||||
Performance for an individual work center can be viewed by selecting
|
||||
:menuselection:`Configuration --> Work Centers`, and clicking on a work center. A variety of metrics
|
||||
showing work center performance can be viewed at the top right of the form:
|
||||
|
||||
- :guilabel:`OEE`: overall effective efficiency, the percentage of time that the work center has
|
||||
been fully productive
|
||||
- :guilabel:`Lost`: the amount of time lost due to work stoppages
|
||||
- :guilabel:`Load`: the amount of time it will take to complete the current workload
|
||||
- :guilabel:`Performance`: the real duration of work time, shown as a percentage of the expected
|
||||
duration
|
||||
|
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|
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|
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|
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|
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|
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@@ -0,0 +1,118 @@
|
||||
=======================
|
||||
Work order dependencies
|
||||
=======================
|
||||
|
||||
.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
|
||||
|
||||
When manufacturing certain products, specific operations may need to be completed before others can
|
||||
begin. In order to ensure operations are carried out in the correct order, Odoo *Manufacturing*
|
||||
features a *work order dependencies* setting. Enabling this setting allows for operations on a Bill
|
||||
of Materials (BoM) to be *blocked* by other operations that should occur first.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
The *work order dependencies* setting is not enabled by default. To enable it, begin by navigating
|
||||
to :menuselection:`Manufacturing --> Configuration --> Settings`. Then, enable the :guilabel:`Work
|
||||
Orders` setting, if it is not already active.
|
||||
|
||||
After enabling the :guilabel:`Work Orders` setting, the :guilabel:`Work Order Dependencies` setting
|
||||
appears below it. Enable :guilabel:`Work Order Dependencies`, then click :guilabel:`Save` to confirm
|
||||
the changes.
|
||||
|
||||
Add dependencies to BoM
|
||||
=======================
|
||||
|
||||
Work order dependencies are configured on a product's |BOM|. To do so, navigate to
|
||||
:menuselection:`Manufacturing --> Products --> Bills of Materials`, then select a |BOM|, or create a
|
||||
new one by clicking :guilabel:`New`.
|
||||
|
||||
.. admonition:: Learn more
|
||||
|
||||
For a complete guide on how to properly configure a new |BOM|, see the documentation on
|
||||
:ref:`creating a bill of materials <manufacturing/management/bill-configuration>`.
|
||||
|
||||
On the |BOM|, click on the :guilabel:`Miscellaneous` tab, then enable the :guilabel:`Operation
|
||||
Dependencies` checkbox. This makes a new :guilabel:`Blocked By` option available in the settings of
|
||||
the :guilabel:`Operations` tab.
|
||||
|
||||
.. image:: work_order_dependencies/operation-dependencies.png
|
||||
:align: center
|
||||
:alt: The Operation Dependencies checkbox on the Miscellaneous tab of a BoM.
|
||||
|
||||
Next, click on the :guilabel:`Operations` tab. On the top-right of the tab, click on the tab's
|
||||
:guilabel:`settings` button, then enable the :guilabel:`Blocked By` checkbox. This makes a
|
||||
:guilabel:`Blocked By` field appear for each operation on the :guilabel:`Operations` tab.
|
||||
|
||||
.. image:: work_order_dependencies/operations-settings.png
|
||||
:align: center
|
||||
:alt: The settings for the Operations tab on a BoM.
|
||||
|
||||
In the line of the operation that should be blocked by another operation, click the
|
||||
:guilabel:`Blocked By` field, and an :guilabel:`Open: Operations` pop-up window appears. In the
|
||||
:guilabel:`Blocked By` drop-down field on the pop-up window, select the blocking operation that must
|
||||
be completed *before* the operation that is blocked.
|
||||
|
||||
.. image:: work_order_dependencies/blocked-by.png
|
||||
:align: center
|
||||
:alt: The Blocked By drop-down field for an operation on a BoM.
|
||||
|
||||
Finally, save the |BOM| by clicking :guilabel:`Save`.
|
||||
|
||||
Plan work orders using dependencies
|
||||
===================================
|
||||
|
||||
Once work order dependencies have been configured on a |BOM|, Odoo *Manufacturing* is able to plan
|
||||
when work orders are scheduled, based on their dependencies. To plan the work orders for a
|
||||
manufacturing order, begin by navigating to :menuselection:`Manufacturing --> Operations -->
|
||||
Manufacturing Orders`.
|
||||
|
||||
Next, select a manufacturing order for a product with work order dependencies set on its |BOM|, or
|
||||
create a new manufacturing order by clicking :guilabel:`New`. If a new manufacturing order is
|
||||
created, select a |BOM| configured with work order dependencies from the :guilabel:`Bill of
|
||||
Material` drop-down field, then click :guilabel:`Confirm`.
|
||||
|
||||
After confirming the manufacturing order, select the :guilabel:`Work Orders` tab to view the work
|
||||
orders required to complete it. Any work orders that are *not* blocked by a different work order
|
||||
display a `Ready` tag in the :guilabel:`Status` section.
|
||||
|
||||
Work orders that are blocked by one or more work orders display a `Waiting for another WO` tag
|
||||
instead. Once the blocking work order(s) are completed, the tag updates to `Ready`.
|
||||
|
||||
.. image:: work_order_dependencies/work-order-status.png
|
||||
:align: center
|
||||
:alt: The status tags for work orders on a manufacturing order.
|
||||
|
||||
To schedule the manufacturing order's work orders, click the :guilabel:`Plan` button at the top of
|
||||
the page. After doing so, the :guilabel:`Scheduled Start Date` field for each work order on the
|
||||
:guilabel:`Work Orders` tab auto-fills with the scheduled start date and time. A blocked work order
|
||||
is scheduled at the end of the time period specified in the :guilabel:`Expected Duration` field of
|
||||
the work order that precedes it.
|
||||
|
||||
.. image:: work_order_dependencies/scheduled-start-date.png
|
||||
:align: center
|
||||
:alt: The Scheduled Start Date field for work orders on a manufacturing order.
|
||||
|
||||
.. example::
|
||||
A manufacturing order is created for Product A. The manufacturing order has two operations: Cut
|
||||
and Assemble. Each operation has an expected duration of 60 minutes, and the Assemble operation
|
||||
is blocked by the Cut operation.
|
||||
|
||||
The :guilabel:`Plan` button for the manufacturing order is clicked at 1:30 pm, and the Cut
|
||||
operation is scheduled to begin immediately. Since the Cut operation has an expected duration of
|
||||
60 minutes, the Assemble operation is scheduled to begin at 2:30 pm.
|
||||
|
||||
Planning by workcenter
|
||||
----------------------
|
||||
|
||||
To see a visual representation of how work orders are planned, navigate to the :guilabel:`Work
|
||||
Orders Planning` page by going to :menuselection:`Manufacturing --> Planning --> Planning by
|
||||
Workcenter`. This page shows a timeline of all the work orders scheduled for each operation.
|
||||
|
||||
If one work order is blocked by the completion of another, the work order that is blocked is shown
|
||||
as scheduled to start after the work order blocking it. In addition, an arrow connects the two work
|
||||
orders, leading from the blocking operation to the blocked operation.
|
||||
|
||||
.. image:: work_order_dependencies/planning-arrow.png
|
||||
:align: center
|
||||
:alt: The arrow connecting a blocked work order to the work order blocking it.
|
||||
|
After Width: | Height: | Size: 14 KiB |
|
After Width: | Height: | Size: 14 KiB |
|
After Width: | Height: | Size: 3.6 KiB |
|
After Width: | Height: | Size: 1.2 KiB |
|
After Width: | Height: | Size: 20 KiB |
|
After Width: | Height: | Size: 9.5 KiB |