[ADD] engineering change order

Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>

Author: Felicious

content/applications/inventory_and_mrp/manufacturing.rst

@@ -21,4 +21,5 @@ and allow workers to trigger maintenance operations, feedback loops, quality iss
 
    manufacturing/maintenance
    manufacturing/management
+   manufacturing/plm
    manufacturing/quality_control

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

@@ -2,6 +2,8 @@
 Create a bill of materials
 ==========================
 
+.. _manufacturing/management/bill-configuration:
+
 A *Bill of Materials* (or *BoM* for short) is a document that defines the quantity of each
 component required to make or deliver a finished product. It can also include various operations
 and the individual step guidelines needed to complete a production process.

content/applications/inventory_and_mrp/manufacturing/plm.rst

@@ -0,0 +1,14 @@
+:nosearch:
+
+============================
+Product Lifecycle Management
+============================
+
+Odoo Product Lifecycle Management (PLM) offers a systematic approach for testing, collaboration, and
+iteration of products across concept development, design, manufacturing, marketing, and post-launch
+support stages. With approvals, key stakeholders can review changes before implementation.
+
+.. toctree::
+   :titlesonly:
+
+   plm/engineering_change_orders

content/applications/inventory_and_mrp/manufacturing/plm/engineering_change_orders.rst

@@ -0,0 +1,265 @@
+=========================
+Engineering change orders
+=========================
+
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)`
+.. |ECO| replace:: :abbr:`ECO (Engineering Change Order)`
+.. |ECOs| replace:: :abbr:`ECOs (Engineering Change Orders)`
+
+.. _plm/eco:
+
+Utilize *Engineering Change Orders* (ECO) to track and implement changes to products and :ref:`bills
+of materials <manufacturing/management/bill-configuration>`. View and create :abbr:`ECOs
+(engineering change orders)` within each *ECO type*, a project pipeline in Gantt view that consists
+of stages, ensuring progress tracking for collaborators and stakeholders.
+
+Engineering change orders can be created:
+
+#. :ref:`directly in the ECO type <plm/eco/create-eco>`
+#. by an operator in the :ref:`tablet view <plm/eco/tablet-view>` of an operation
+#. automatically from feedback submitted to the :ref:`ECO type's email alias <plm/eco/eco-type>`.
+
+.. _plm/eco/create-eco:
+
+Create new ECO
+==============
+
+To create a new |ECO|, begin by navigating to the :menuselection:`PLM app` and select the ECO type
+card that will be used to track the progress of the change. On the :guilabel:`Engineering Change
+Orders` page, click on the :guilabel:`New` button at the top left.
+
+On the |ECO| form, type in a short :guilabel:`Description` of the change and select the
+:guilabel:`Product` from the drop-down field. In the :guilabel:`Apply on` field, select either the
+:guilabel:`Bill of Materials` or :guilabel:`Product Only` radio selection options.
+
+Optionally, set a particular deadline for the completion of the change with an :guilabel:`Effective`
+date, or add :guilabel:`Tags` for categorization.
+
+Finally, click :guilabel:`Start Revision` after filling out the form to begin implementing the
+changes. Clicking the button unveils the stages of the ECO type, the :guilabel:`Documents` smart
+button, the :guilabel:`Revision` smart button and the new |BOM| version number.
+
+.. note::
+   :guilabel:`Revision` smart button is available only when the :guilabel:`Bill of Materials` radio
+   button is selected for the :guilabel:`Apply on` field.
+
+.. image:: engineering_change_orders/eco-form.png
+   :align: center
+   :alt: Active ECO with overview of stages in the top right, and *Revision* smart button.
+
+Change components
+-----------------
+
+To modify the components in a |BOM|, click the :guilabel:`Revision` smart button on an active |ECO|
+to access the new version of the |BOM|. Odoo distinguishes the non-production version of the |BOM|
+from the current version by flagging the test |BOM| with a large :guilabel:`Archived` tag.
+
+On the new |BOM|, switch to the :guilabel:`Components` tab. Modify the components list by changing
+the :guilabel:`Quantity` of existing components, adding new components using the :guilabel:`Add a
+line` button, and removing components with the :guilabel:`🗑️ (trash)` icon.
+
+.. _plm/eco/example-keyboard:
+
+.. example::
+   In version two of the |BOM| for a keyboard, the component quantities are reduced, and an
+   additional component, `Stabilizers`, is added.
+
+   .. image:: engineering_change_orders/version-2-BOM.png
+      :align: center
+      :alt: Make changes to components by going to the new BoM with the *Revision* smart button.
+
+Once the changes are complete, navigate back to the |ECO| itself by clicking `ECO00X` in the
+breadcrumbs in the top left. On the |ECO| form, a new :guilabel:`BoM Changes` tab displays the
+differences between the current |BOM| and the new version. This ensures changes and tests are
+encapsulated in the revised |BOM| and do not affect the |BOM| currently used in production. That is,
+until the :ref:`changes are applied <plm/eco/apply-changes>`.
+
+.. example::
+   View the summary of the differences between the current and revised keyboard |BOMs| in the
+   :guilabel:`BoM Changes` tab of the |ECO|.
+
+   .. image:: engineering_change_orders/BoM-changes.png
+      :align: center
+      :alt: View summary of component changes in the *BoM Changes* tab.
+
+Change operations
+=================
+
+To modify the work orders in a |BOM|, click the :guilabel:`Revision` smart button on an active |ECO|
+to access the archived, new version of the |BOM|. In the new |BOM| version, switch to the
+:guilabel:`Operation Changes` tab and make changes to existing operations by selecting each
+operation line item and opening the corresponding :guilabel:`Open: Operations` pop-up window. Make
+changes to any of the fields in the pop-up and click :guilabel:`Save` once completed. Create new
+operations by clicking the :guilabel:`Add a line` button, and remove new operations by clicking the
+:guilabel:`Archive` button.
+
+.. note::
+   The :guilabel:`Operations` tab is not available by default. To enable it, navigate to
+   :menuselection:`Manufacturing --> Configuration --> Settings` and check the :guilabel:`Work
+   Orders` box.
+
+Once the changes are complete, navigate back to the |ECO| itself by clicking `ECO00X` in the
+breadcrumbs in the top left. On the |ECO| form, a new :guilabel:`Operation Changes` tab displays the
+differences between the current production |BOM| and the new version. Modifications to the |BOM| in
+an |ECO| will not affect the |BOM| used in production. That is, until the :ref:`changes are applied
+<plm/eco/apply-changes>`.
+
+.. _plm/eco/apply-changes:
+
+Apply changes
+=============
+
+After verifying the changes, move the |ECO| to a :ref:`verification stage <plm/eco/stage-config>`.
+Once the approvers accept the changes, the :guilabel:`Apply Changes` button will become available.
+Click this button, and the |ECO| will be automatically closed.
+
+To ensure the changes are live, navigate to the :guilabel:`Revision` smart button. The |BOM| will
+have the large red :guilabel:`Archived` tag removed. Additionally, navigate to the product form,
+switch to the :guilabel:`Miscellaneous` tab, and the :guilabel:`Version` field will be updated to
+match the version number shown on the :guilabel:`Revision` smart button of the latest |ECO|.
+
+.. example::
+   After applying the changes of the |ECO| for the :ref:`keyboard <plm/eco/example-keyboard>`, view
+   the version of the current keyboard |BOM| in the :guilabel:`Miscellaneous` tab. Here, the
+   :guilabel:`Version` number has been updated to `2`, matching the `V2` that appears in the
+   :guilabel:`Revision` smart button of the |ECO|.
+
+   .. image:: engineering_change_orders/BOM-version.png
+      :align: center
+      :alt: View current *BOM* version in the Miscellaneous tab.
+
+.. _plm/eco/tablet-view:
+
+Create ECO from tablet view
+===========================
+
+|ECOs| created in *tablet view* are intended for operators to directly suggest clearer assembly
+instructions. To create an |ECO|, navigate to the :guilabel:`Work Orders` tab on an ongoing
+manufacturing order. Click the :guilabel:`tablet icon` for the desired work order to open the tablet
+view of the operation.
+
+.. image:: engineering_change_orders/tablet-icon.png
+   :align: center
+   :alt: Find the tablet icon for each operation, second from the far right.
+
+Next, add an instructional step by clicking the :guilabel:`☰ (three horizontal lines)` icon in
+tablet view of an operation. Then, click the :guilabel:`Add a step` button.
+
+.. image:: engineering_change_orders/additional-options-menu.png
+   :align: center
+   :alt: Navigate to the "Add a Step" pop-up by clicking the three horizontal lines icon in tablet
+         view.
+
+In the :guilabel:`Title` field, enter a short step description. Next, in the
+:guilabel:`Instructions` text field, type the instructions of the step in greater detail.
+Optionally, add an image to the :guilabel:`Document` field. Once completed, finish by clicking the
+:guilabel:`Propose Change` button.
+
+.. example::
+   To propose an additional check for broken components, enter the details in the :guilabel:`Add a
+   Step` pop-up. Doing so creates an instructional quality control point that will be reviewed in
+   the following section.
+
+   .. image:: engineering_change_orders/add-a-step.png
+      :align: center
+      :alt: Fill out the *Add a Step* form to suggest an additional quality control point.
+
+View ECO
+--------
+
+To review the proposed changes, go to the `BOM Changes` ECO type from :menuselection:`PLM app -->
+Overview` and click on the card to view the contained |ECOs|. Click on the newly created |ECO| in
+the `New` stage, and view a summary of the proposed changes in the :guilabel:`Operation Changes`
+tab. To implement the changes, click the :guilabel:`Revision` smart button.
+
+.. example::
+
+   An |ECO| adding another check for broken components is created in the `BOM Changes` ECO type
+   found in :menuselection:`PLM app --> Overview`. By default, |ECOs| created from tablet view are
+   named with the manufacturing order number for reference.
+
+   .. image:: engineering_change_orders/view-BOM-change.png
+      :align: center
+      :alt: Find the new ECO in the "BOM Changes" ECO type, in the *New* stage.
+
+On the new |BOM|, switch to the :guilabel:`Operations` tab and select the :guilabel:`☰ (Show
+Instructions)` icon. Doing so opens a list of :guilabel:`Steps` to perform the operation, with the
+newest instruction titled `New Step Suggestion:` followed by the user-entered title. Click the line
+item to view the suggested changes.
+
+.. image:: engineering_change_orders/show-instructions.png
+   :align: center
+   :alt: "Show Instructions" icon in the *Operations* tab of a BoM.
+
+On the :ref:`quality control point <quality/quality_control_points>` form, ensure the following form
+fields are accurately filled out to give detailed instructions for operators:
+
+- :guilabel:`Title`: rename to give a concise description of the new instruction
+- :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies
+  broadly for the :guilabel:`Product`, specifically for this :guilabel:`Operation` only, or a
+  particular :guilabel:`Quantity` of the product
+- :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select
+  :guilabel:`Instructions` to detail an instruction for the worker. To receive input from the
+  workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`,
+  :guilabel:`Print Label`, or other :ref:`quality check options <quality/quality_control_points>`.
+
+Once the quality control point is configured, return to the :guilabel:`Steps` list using the
+breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.
+
+.. example::
+   Drag and reorder the `Check for broken switches` instruction by clicking and dragging its "6
+   dots" icon to move it from the bottom to the second position.
+
+   .. image:: engineering_change_orders/reorder.png
+      :align: center
+      :alt: Drag and reorder instructions by selecting the "6 dots" icon on the far left.
+
+.. _plm/eco/eco-type:
+
+Create ECO type
+===============
+
+To access and manage ECO types, navigate to :menuselection:`PLM app --> Configuration --> ECO
+Types`. Create a new ECO type by clicking :guilabel:`New`, and fill in the :guilabel:`Name`. The
+:guilabel:`Email Alias` field is optional, but feedback submitted to the filled-in email address
+will automatically create an |ECO| in this ECO type. Modify existing ECO type names and email
+aliases by clicking on the respective ECO type in the list.
+
+Existing ECO types are displayed in task form on the :guilabel:`PLM Overview` page, accessible by
+navigating to :menuselection:`PLM app --> Overview`.
+
+.. _plm/eco/stage-config:
+
+Stage configuration
+-------------------
+
+Click an ECO type from :menuselection:`PLM app --> Overview` to open a kanban view of |ECOs| of this
+type. In the pipeline, ensure there is at least one *verification* stage, where |ECO| changes can be
+applied, and a *closing stage*, for storing completed |ECOs|. To configure a stage, hover over the
+intended stage and select the :guilabel:`⚙️ (gear)` icon. Then, click :guilabel:`Edit` to open a
+pop-up window.
+
+Configure the verification stage in the edit stage pop-up by checking the box for :guilabel:`Allow
+to apply changes`. Optionally, add :guilabel:`Approvals` to automatically notify people to verify
+the changes before they go live. Once finished, select the :guilabel:`Save & Close` button.
+
+.. example::
+
+   The stage named `Validated` is intended to store |ECOs| to be reviewed by the main approver, the
+   engineering manager, before the changes are applied to production. To reflect this, the
+   engineering manager is listed in the :guilabel:`Approvals` section. Additionally, the
+   :guilabel:`Allow to apply changes` option is checked.
+
+   .. image:: engineering_change_orders/verification-stage.png
+      :align: center
+      :alt: Show "Allow to apply changes" option is checked.
+
+Next, hover over the closing stage and select the corresponding :guilabel:`⚙️ (gear)` icon to open
+the edit stage pop-up. Ensure that the :guilabel:`Folded in kanban view`, :guilabel:`Allow to apply
+changes`, and :guilabel:`Final Stage` options are checked.
+
+.. image:: engineering_change_orders/closing-stage.png
+   :align: center
+   :alt: Show configurations of the closing stage.
+