Victor Feyens
@@ -3,17 +3,17 @@ Kits
|
||||
=====
|
||||
|
||||
A *kit* is a set of components that are not pre-assembled or mixed. This is useful for
|
||||
selling but also for creating cleaner and more effective *BOMs*. To use kits, you need
|
||||
both the Manufacturing and Inventory apps to be installed.
|
||||
selling but also for creating cleaner and more effective *BOMs*. To use kits, you need
|
||||
both the Manufacturing and Inventory apps to be installed.
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||||
|
||||
Manage Stock of Component Products
|
||||
==================================
|
||||
|
||||
If you want to assemble kits as they are ordered, managing stock of the kit components only,
|
||||
you will use a *Kit BoM* Type without any manufacturing operations.
|
||||
If you want to assemble kits as they are ordered, managing stock of the kit components only,
|
||||
you will use a *Kit BoM* Type without any manufacturing operations.
|
||||
|
||||
A product using a *Kit BoM* will appear as a single line item on a quotation and a sales order,
|
||||
but will generate a delivery order with one line item for each of the components of the kit. In
|
||||
but will generate a delivery order with one line item for each of the components of the kit. In
|
||||
the examples below, the first image shows a sales order for the kit *Custom Computer Kit*,
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||||
while the second image shows the corresponding delivery order.
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||||
@@ -26,16 +26,16 @@ while the second image shows the corresponding delivery order.
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||||
Configuration
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||||
=============
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||||
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||||
From the *Products menu* in either the *Inventory* or *Manufacturing* app, create each component
|
||||
From the *Products menu* in either the *Inventory* or *Manufacturing* app, create each component
|
||||
product (as you would with any other product), then create the top-level, or kit product. Because
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||||
you cannot track the stock of kit products, the *Product Type* should be set to *Consumable*.
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||||
However, if you are using Anglo-Saxon accounting, and you would like COGS to be posted when
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||||
invoicing your kits (and only for this reason), the storable product type should selected instead.
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||||
you cannot track the stock of kit products, the *Product Type* should be set to *Consumable*.
|
||||
However, if you are using Anglo-Saxon accounting, and you would like COGS to be posted when
|
||||
invoicing your kits (and only for this reason), the storable product type should selected instead.
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||||
Because a kit product cannot be purchased, *Can be Purchased* should be unchecked. The route of the
|
||||
kit product in the *Inventory* Tab does not really matter, as, for replenishment, only the route of
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||||
the components that will be taken into account only.
|
||||
kit product in the *Inventory* Tab does not really matter, as, for replenishment, only the route of
|
||||
the components that will be taken into account only.
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||||
All other parameters on the kit product may be modified according to your preference. The component
|
||||
All other parameters on the kit product may be modified according to your preference. The component
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||||
products require no particular configuration.
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Once the products are configured, create a *bill of materials* for the kit product. Add each component
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@@ -47,11 +47,11 @@ and its quantity. Select the *BoM Type* Kit. All other options may be left with
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Manage Stock of Kit Product and Component Products
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==================================================
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If you want to manage the stock of the *top-level kit product*, you will use a standard *BoM Type*
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||||
If you want to manage the stock of the *top-level kit product*, you will use a standard *BoM Type*
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manufacture or subcontracting instead. In this case you will either buy the final product from your
|
||||
subcontractor, or make it yourself through a manufacturing order.
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subcontractor, or make it yourself through a manufacturing order.
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In that case the product type will be storable, and the BOM type either 'Manufacture this product'
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In that case the product type will be storable, and the BOM type either 'Manufacture this product'
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or 'Subcontracting' as shown below.
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.. image:: kit_shipping/kit-storable.png
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@@ -59,29 +59,29 @@ or 'Subcontracting' as shown below.
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Build a cleaner BOM
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====================
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====================
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As suggested above, a kit BOM can also simply be used to manage a more complex BOM.
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As suggested above, a kit BOM can also simply be used to manage a more complex BOM.
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Imagine the Custom Computer parts above were part of another final product. It would be much
|
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clearer and simpler if the BOMs were added together (as shown below) instead of adding all
|
||||
Imagine the Custom Computer parts above were part of another final product. It would be much
|
||||
clearer and simpler if the BOMs were added together (as shown below) instead of adding all
|
||||
the individual parts one by one.
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||||
|
||||
.. image:: kit_shipping/kit-bom4.png
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||||
:align: center
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This is even better illustrated when looking at the BOM Structure Report, where it is
|
||||
easy to expand and hide specific kit level or sub-assembly type BOMs.
|
||||
This is even better illustrated when looking at the BOM Structure Report, where it is
|
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easy to expand and hide specific kit level or sub-assembly type BOMs.
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||||
.. image:: kit_shipping/kit-bom5.png
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||||
:align: center
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|
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On the creation of the manufacturing order, the BOM will automatically expand to show all
|
||||
top level and kit level components. You can go back to the BOM at any point though as it
|
||||
remains available on the form view of your manufacturing order.
|
||||
top level and kit level components. You can go back to the BOM at any point though as it
|
||||
remains available on the form view of your manufacturing order.
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.. image:: kit_shipping/kit-bom6.png
|
||||
:align: center
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Finally, note that if there were any Operations in the Kit BOM, these would also simply be added
|
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in to the work order list of the main component.
|
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Finally, note that if there were any Operations in the Kit BOM, these would also simply be added
|
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in to the work order list of the main component.
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@@ -7,7 +7,7 @@ of your subcontractor, before registering the products into your stock, you can
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||||
rely on Odoo's Quality module.
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To control the quality of your production, you need to set a *Quality Control Point*
|
||||
To control the quality of your production, you need to set a *Quality Control Point*
|
||||
on the Manufacturing Operation Type, as shown below. To create it, Go to :menuselection:`Quality
|
||||
--> Quality Control --> Control Points`, and click **Create**.
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If the check only applies to specific products, or product categories, you can specify these during
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@@ -16,13 +16,13 @@ the setup as well.
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.. image:: quality_control/qc_1.png
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:align: center
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Regarding the reception of subcontracted products, instead of the Manufacturing Operation Type,
|
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you need to select the 'Receipts' Operation type. For the rest, the same principles apply.
|
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Regarding the reception of subcontracted products, instead of the Manufacturing Operation Type,
|
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you need to select the 'Receipts' Operation type. For the rest, the same principles apply.
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||||
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.. image:: quality_control/qc_2.png
|
||||
:align: center
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By doing so, a quality check is automatically created each time a
|
||||
finished product is made and/or received. Note that several Quality Check
|
||||
finished product is made and/or received. Note that several Quality Check
|
||||
*Types* can be chosen from the dropdown. Note also that several Quality
|
||||
Check Points can be set up for the same Operation Type.
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||||
Check Points can be set up for the same Operation Type.
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+17
-17
@@ -7,17 +7,17 @@ of Materials* or to represent your manufacturing flow more accurately.
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A *semi-finished product* is a manufactured product that is used as a
|
||||
component in a Bill of Material.
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||||
|
||||
A *BoM* that employs *semi-finished products* is referred to as
|
||||
A *BoM* that employs *semi-finished products* is referred to as
|
||||
a multi-level BoM, where we distinguish between the *top level Product*
|
||||
and the *sub-assemblies*.
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||||
and the *sub-assemblies*.
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||||
Configure a Multi Level BoM
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||||
============================
|
||||
|
||||
To configure a *multi-level BoM*, you will need the top-level product
|
||||
and its sub-assemblies. Therefore, you must first create the sub-assembly
|
||||
products and their respective Bill of Materials. Please refer to
|
||||
:doc:`bill_configuration` for more details on how to create a BOM.
|
||||
products and their respective Bill of Materials. Please refer to
|
||||
:doc:`bill_configuration` for more details on how to create a BOM.
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||||
|
||||
.. image:: sub_assemblies/sf_1.png
|
||||
:align: center
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||||
@@ -25,33 +25,33 @@ products and their respective Bill of Materials. Please refer to
|
||||
Configure the Main BoM
|
||||
======================
|
||||
|
||||
Then on the final product form, simply add your semi-finished
|
||||
products to the Bill of Material.
|
||||
Then on the final product form, simply add your semi-finished
|
||||
products to the Bill of Material.
|
||||
|
||||
.. image:: sub_assemblies/sf_2.png
|
||||
:align: center
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||||
|
||||
Manage your production planning
|
||||
Manage your production planning
|
||||
=================================
|
||||
|
||||
There are several methods to manage the triggering of the various manufacturing orders.
|
||||
There are several methods to manage the triggering of the various manufacturing orders.
|
||||
|
||||
If every time a manufacturing order is confirmed for the main product, you'd like one for
|
||||
the semi-finished products as well, you have two options:
|
||||
If every time a manufacturing order is confirmed for the main product, you'd like one for
|
||||
the semi-finished products as well, you have two options:
|
||||
|
||||
Option 1 : Create re-ordering rules for the semi-finished products, with both the minimum
|
||||
and maximum desired stock quantities at 0.
|
||||
Option 1 : Create re-ordering rules for the semi-finished products, with both the minimum
|
||||
and maximum desired stock quantities at 0.
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||||
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||||
.. image:: sub_assemblies/sf_3.png
|
||||
:align: center
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||||
|
||||
Option 2 : Use the Replenish on Order (MTO) route on the semi-finished product, as well as
|
||||
the manufacturing one.
|
||||
Option 2 : Use the Replenish on Order (MTO) route on the semi-finished product, as well as
|
||||
the manufacturing one.
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||||
|
||||
Note that Option 1 is usually recommended over Option 2 as it is more flexible. The MTO route
|
||||
creates a unique link between the semi-finished and the top level product, whereas the
|
||||
Note that Option 1 is usually recommended over Option 2 as it is more flexible. The MTO route
|
||||
creates a unique link between the semi-finished and the top level product, whereas the
|
||||
re-ordering rule allows you to simply unreserve that production from the top level product
|
||||
production and redirect it to another, more pressing demand, for example.
|
||||
production and redirect it to another, more pressing demand, for example.
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||||
|
||||
In any case, as soon as the semi-finished product is produced, it will become
|
||||
available in the manufacturing order of the final product, as shown below.
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+45
-45
@@ -6,7 +6,7 @@ Outsourcing a portion or all of your company’s manufacturing needs
|
||||
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 raw material to your subcontractors, at the right time
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||||
- Ship raw material to your subcontractors, at the right time
|
||||
- Control incoming goods quality
|
||||
- Control subcontractors bills
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|
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@@ -15,7 +15,7 @@ produced out of raw materials “A” and “B”.
|
||||
|
||||
.. image:: subcontracting/subcontracting_01.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
With its MRP subcontracting feature, Odoo helps you handle this flow easily.
|
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|
||||
@@ -27,12 +27,12 @@ To use the subcontracting feature, go to :menuselection:`Manufacturing
|
||||
|
||||
.. image:: subcontracting/sbc_1.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
To define if a product must be subcontracted, use a *Bill of Materials
|
||||
(BoM)* of type *Subcontracting*.
|
||||
|
||||
To create a new *BoM*, go to :menuselection:`Manufacturing --> Products -->
|
||||
To create a new *BoM*, go to :menuselection:`Manufacturing --> Products -->
|
||||
Bill of Materials` and hit create. Then, list the components
|
||||
your subcontractor needs to manufacture the product. For costing
|
||||
purposes, you might want to register all the components, even the ones
|
||||
@@ -43,7 +43,7 @@ several subcontractors.
|
||||
|
||||
.. image:: subcontracting/sbc_2.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
Basic Subcontracting Flow
|
||||
=========================
|
||||
@@ -55,7 +55,7 @@ defined as a subcontractor on the *BoM* of these products.
|
||||
|
||||
.. image:: subcontracting/subcontracting_04.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
Once the *PO* is validated (1), a pending receipt is created. When the
|
||||
products are received, validate the receipt (2), with the actual
|
||||
@@ -71,7 +71,7 @@ quantity received. As a result, Odoo does the following things for you:
|
||||
|
||||
.. note::
|
||||
The *PO* is optional. If you create a receipt manually, with the right
|
||||
subcontractor, Odoo still performs all the moves. This can be useful if
|
||||
subcontractor, Odoo still performs all the moves. This can be useful if
|
||||
the subcontractor does not bill a fixed price per item, but rather the time
|
||||
and materials used.
|
||||
|
||||
@@ -93,15 +93,15 @@ With:
|
||||
|
||||
Sending raw materials to your subcontractors (**A**) does not impact
|
||||
the inventory valuation, as the components are still valued as part of
|
||||
your stock. This is managed by making the *Subcontracting Location* an
|
||||
*Internal Location*.
|
||||
your stock. This is managed by making the *Subcontracting Location* an
|
||||
*Internal Location*.
|
||||
|
||||
Then, the vendor price set on the product C form has to be what has to
|
||||
be paid to the subcontractor for his parts and service time: **B +
|
||||
s**. The product cost has to be: **A + B + s**, how much the
|
||||
product is valued in the accounting.
|
||||
|
||||
Finally, the subcontractor bill then matches the purchase order, with
|
||||
Finally, the subcontractor bill then matches the purchase order, with
|
||||
the proposed price coming from the finished products C.
|
||||
|
||||
.. note::
|
||||
@@ -115,99 +115,99 @@ Traceability
|
||||
|
||||
In case the received products from the subcontractor contain tracked
|
||||
components, their serial or lot numbers need to be specified during the
|
||||
receipt.
|
||||
receipt.
|
||||
|
||||
In that case, on the receipt of the subcontracted product, a *Record Components*
|
||||
button appears. Click on it to open a dialog box and record the serial/lot numbers of
|
||||
button appears. Click on it to open a dialog box and record the serial/lot numbers of
|
||||
the components. If the finished product is also tracked, its serial/lot number can
|
||||
be registered here too.
|
||||
|
||||
.. image:: subcontracting/sbc_3.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
For audit purposes, it is possible to check the lot numbers recorded on
|
||||
a receipt by using the icon on the right of the finished products:
|
||||
|
||||
.. image:: subcontracting/sbc_4.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
Also note that in case flexible consumption has been selected on the subcontracted
|
||||
BOM for a non-tracked product, the record components option will also appear
|
||||
optionally on each move line, if you want to register more or less component consumption
|
||||
at your subcontracting location, when receiving your final product.
|
||||
Also note that in case flexible consumption has been selected on the subcontracted
|
||||
BOM for a non-tracked product, the record components option will also appear
|
||||
optionally on each move line, if you want to register more or less component consumption
|
||||
at your subcontracting location, when receiving your final product.
|
||||
|
||||
.. image:: subcontracting/sbc_5.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
As you can see, the reception of both of these non-tracked products can either be executed
|
||||
by selecting the 'Set Quantities' Option or via the move line hamburger menus.
|
||||
As you can see, the reception of both of these non-tracked products can either be executed
|
||||
by selecting the 'Set Quantities' Option or via the move line hamburger menus.
|
||||
|
||||
Automate Replenishment of Subcontractors
|
||||
========================================
|
||||
|
||||
There are two ways to automate the supply of raw materials to your
|
||||
There are two ways to automate the supply of raw materials to your
|
||||
subcontractors when purchasing the final product. The chosen method
|
||||
depends on whether or not you want the materials to transit through your
|
||||
warehouse. Both of these methods are described as pull style mechanisms as
|
||||
their trigger is the inital PO to the subcontractor, which creates a need
|
||||
at the subcontracting location, for raw material.
|
||||
warehouse. Both of these methods are described as pull style mechanisms as
|
||||
their trigger is the inital PO to the subcontractor, which creates a need
|
||||
at the subcontracting location, for raw material.
|
||||
|
||||
If you are supplying your subcontractor with raw material from your own warehouse,
|
||||
you must activate the 'Resupply Subcontractor on Order' route as shown
|
||||
you must activate the 'Resupply Subcontractor on Order' route as shown
|
||||
below. If this is a component that you buy from a vendor, the buy route
|
||||
should also be activated.
|
||||
should also be activated.
|
||||
|
||||
|
||||
.. image:: subcontracting/sbc_6.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
|
||||
Now, if you want your vendor to resupply your subcontractor directly, you
|
||||
must choose the 'Dropship Subcontractor on Order' option instead. In order
|
||||
for this option to be active on the product form, you must first activate the
|
||||
Now, if you want your vendor to resupply your subcontractor directly, you
|
||||
must choose the 'Dropship Subcontractor on Order' option instead. In order
|
||||
for this option to be active on the product form, you must first activate the
|
||||
dropship option from :menuselection:`Purchase --> Configuration --> Settings -->
|
||||
Dropshipping`.
|
||||
Once the PO to the subcontractor is validated, this route will create a dropship
|
||||
RFQ from your vendor to that subcontractor. You then just need to review and validate it.
|
||||
Once the PO to the subcontractor is validated, this route will create a dropship
|
||||
RFQ from your vendor to that subcontractor. You then just need to review and validate it.
|
||||
|
||||
|
||||
.. image:: subcontracting/sbc_7.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
Note that the buy route is not selected in this case, as the dropship route is
|
||||
a buy route already.
|
||||
Note that the buy route is not selected in this case, as the dropship route is
|
||||
a buy route already.
|
||||
|
||||
Finally, if you want to track the stock of these raw materials at your subcontracting
|
||||
location(s), then you must activate *Multi-locations* in :menuselection:`Inventory -->
|
||||
Configuration --> Settings --> Storage locations`.
|
||||
Configuration --> Settings --> Storage locations`.
|
||||
|
||||
From the location form, you are then able to access the Current Stock.
|
||||
From the location form, you are then able to access the Current Stock.
|
||||
|
||||
.. image:: subcontracting/sbc_8.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
|
||||
|
||||
Manual Replenishment
|
||||
--------------------------------
|
||||
|
||||
You can also choose to replenish your subcontractors manually.
|
||||
You can also choose to replenish your subcontractors manually.
|
||||
|
||||
If you want to send components to your subcontractor at your own convenience,
|
||||
select the 'Resupply Subcontractor' Operation Type from the *Inventory* Module,
|
||||
and create a picking, specifying to which subcontractor you are delivering to.
|
||||
If you want to send components to your subcontractor at your own convenience,
|
||||
select the 'Resupply Subcontractor' Operation Type from the *Inventory* Module,
|
||||
and create a picking, specifying to which subcontractor you are delivering to.
|
||||
|
||||
.. image:: subcontracting/sbc_9.png
|
||||
:align: center
|
||||
:alt:
|
||||
:alt:
|
||||
|
||||
Alternatively, you can also manually ask your vendor to resupply your subcontractor
|
||||
Alternatively, you can also manually ask your vendor to resupply your subcontractor
|
||||
by creating a dropship type PO, with your subcontractor set as the delivery address.
|
||||
|
||||
.. image:: subcontracting/sbc_10.png
|
||||
|
||||
@@ -8,11 +8,11 @@ production based on your demand forecast.
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` and
|
||||
Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` and
|
||||
activate the Master Production Schedule feature before hitting save.
|
||||
|
||||
.. tip::
|
||||
In the MPS settings, you can define the time range of your MPS (month/week/day)
|
||||
In the MPS settings, you can define the time range of your MPS (month/week/day)
|
||||
and the number of periods you want to display at all times.
|
||||
|
||||
Now, go to :menuselection:`Planning --> Master Production Schedule` and click on *add a
|
||||
@@ -24,7 +24,7 @@ maximum quantities that must or can be replenished in each period.
|
||||
:align: center
|
||||
|
||||
In the MPS view, you can decide which information you would like to display
|
||||
by clicking on *rows*. For instance, the *Actual demand* will show you which
|
||||
by clicking on *rows*. For instance, the *Actual demand* will show you which
|
||||
quantity of products has already been ordered for the period, or *Available to Promise*,
|
||||
what can still be sold during that same period (what you plan to replenish - what
|
||||
is already sold during the period). You can also decide to hide rows if you like.
|
||||
@@ -35,15 +35,15 @@ is already sold during the period). You can also decide to hide rows if you like
|
||||
Estimate your demand and launch replenishment
|
||||
=============================================
|
||||
|
||||
The next step is to estimate the demand for the chosen period. This is done
|
||||
The next step is to estimate the demand for the chosen period. This is done
|
||||
in the *Forecasted Demand* Row. You can easily, at any time, compare the demand
|
||||
forecast with the actual demand (= confirmed sales). The demand forecast for a
|
||||
forecast with the actual demand (= confirmed sales). The demand forecast for a
|
||||
finished product will impact the indirect demand for its components.
|
||||
|
||||
.. image:: use_mps/mps_3.png
|
||||
:align: center
|
||||
|
||||
Once the forecasted demand has been set, the quantity to replenish for the
|
||||
Once the forecasted demand has been set, the quantity to replenish for the
|
||||
different periods will automatically be computed. The replenishments you are supposed
|
||||
to launch based on your lead times (vendor lead time or manufacturing lead time)
|
||||
are then displayed in green. You can now launch the replenishment by clicking
|
||||
|
||||
Reference in New Issue
Block a user