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John Holton (hojo)
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[ADD] MRP: Two-step manufacturing
closes #6399 X-original-commit: 0241c9d Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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content/applications/inventory_and_mrp/manufacturing/management.rst

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management/configure_manufacturing_product
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management/split_merge
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management/work_order_dependencies
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management/two_step_manufacturing

content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst

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Manufacturing product configuration
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===================================
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.. _manufacturing/management/configure-manufacturing-product:
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.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
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In order to manufacture a product in Odoo *Manufacturing*, the product must be properly configured.
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======================
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Two-step manufacturing
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======================
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.. _manufacturing/management/one_step_manufacturing:
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.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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Odoo *Manufacturing* allows users to manufacture products using one, two, or three steps. When using
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two-step manufacturing, Odoo creates a manufacturing order (MO) and a pick components transfer, but
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does not generate a transfer for the movement of finished products into stock. Inventory counts
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still update based on the number of products manufactured, but the act of transferring them to and
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from inventory is not tracked.
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.. tip::
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The number of steps used in manufacturing is set at the warehouse level, allowing for each
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warehouse to use a different number of steps. To change the number of steps used for a specific
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warehouse, begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`,
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and then select a warehouse from the :guilabel:`Warehouses` screen.
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On the :guilabel:`Warehouse Configuration` tab, find the :guilabel:`Manufacture` radio input
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field, and select one of the three options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick
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components and then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and then
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store products (3 steps)`.
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.. image:: two_step_manufacturing/manufacturing-type.png
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:align: center
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:alt: The Manufacture radio input field on a warehouse configuration page.
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.. important::
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Products must be properly configured before they can be manufactured in Odoo. For details on how
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to do so, see the documentation on how to :ref:`configure a product for manufacturing
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<manufacturing/management/configure-manufacturing-product>`.
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Create manufacturing order
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==========================
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To manufacture a product in Odoo *Manufacturing*, begin by navigating to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click
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:guilabel:`New` to create a new |MO|.
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On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The
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:guilabel:`Bill of Material` field auto-populates with the associated Bill of Materials (BoM).
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If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the
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:guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the
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associated product.
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After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs
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auto-populate with the components and operations specified on the |BOM|. If additional components or
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operations are required for the |MO| being configured, add them to the :guilabel:`Components` and
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:guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`.
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Finally, click :guilabel:`Confirm` to confirm the |MO|.
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Process pick components transfer
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================================
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After confirming a two-step |MO|, a :guilabel:`Transfers` smart button appears at the top of the
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page. Click it to open the pick components transfer for the |MO|. This transfer is used to track the
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movement of components from the locations where they are stored to the location where they are used
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to manufacture the product.
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After transferring the components out of their storage location, click :guilabel:`Validate` at the
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top of the transfer, followed by :guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up
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window that appears. Doing so marks the transfer as :guilabel:`Done`, and updates inventory counts
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to reflect the quantity of components transferred.
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Finally, return to the |MO| by clicking the :guilabel:`WH/MO/XXXXX` breadcrumb at the top of the
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page.
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.. image:: two_step_manufacturing/mo-bread-crumb.png
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:align: center
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:alt: The manufacturing order bread crumb on a pick components transfer.
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Process manufacturing order
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===========================
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An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders`
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tab. This can be done on the |MO| itself, or from the work order tablet view.
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Basic workflow
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--------------
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To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing
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--> Operations --> Manufacturing Orders`, and then select an |MO|.
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On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order
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that needs to be completed, click the :guilabel:`Start` button for that operation. Odoo
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*Manufacturing* then starts a timer that keeps track of how long the work order takes to complete.
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.. image:: two_step_manufacturing/start-button.png
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:align: center
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:alt: The Start button for an work order on a manufacturing order.
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When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the
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same process for each work order listed on the :guilabel:`Work Orders` tab.
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.. image:: two_step_manufacturing/done-button.png
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:align: center
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:alt: The Done button for a work order on a manufacturing order.
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After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to
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mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory.
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Tablet view workflow
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--------------------
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To complete the work orders for an |MO| using the tablet view, begin by navigating to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|.
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Next, click on the :guilabel:`Work Orders` tab, then select the :guilabel:`📱 (tablet)` button on
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the line of the first work order to be processed. This opens the tablet view.
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.. image:: two_step_manufacturing/tablet-view-button.png
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:align: center
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:alt: The tablet view button for a work order on a manufacturing order.
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After opening the tablet view, Odoo *Manufacturing* automatically starts a timer that keeps track of
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how long the work order takes to complete. After completing the work order, click the
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:guilabel:`Mark as Done` button in the top-right corner of the tablet view.
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Clicking :guilabel:`Mark as Done` while there is at least one more work order left to complete opens
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a page that lists the next work order. Click on that work order to open it in the tablet view.
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Once the final work order for the |MO| has been reached, a :guilabel:`Mark as Done and Close MO`
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button appears on the tablet view in addition to the :guilabel:`Mark as Done` button. Click
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:guilabel:`Mark as Done and Close MO` to mark the |MO| as :guilabel:`Done`, and register the
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manufactured product(s) into inventory.
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It is also possible to complete the final operation while keeping the |MO| open, by clicking
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:guilabel:`Mark as Done`. In this case, the |MO| can be closed at a later time by clicking the
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:guilabel:`Produce All` button on the order.
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