|
| 1 | +=============== |
| 2 | +Version control |
| 3 | +=============== |
| 4 | + |
| 5 | +.. |BOM| replace:: :abbr:`BoM (Bill of Materials)` |
| 6 | +.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)` |
| 7 | +.. |ECO| replace:: :abbr:`ECO (Engineering Change Order)` |
| 8 | +.. |ECOs| replace:: :abbr:`ECOs (Engineering Change Orders)` |
| 9 | + |
| 10 | +Odoo's Product Lifecycle Management (PLM) app helps to easily manage the revision history of bills |
| 11 | +of materials (BoMs). :menuselection:`PLM` can be used to access previous |BOM| versions, assembly |
| 12 | +instructions, component details, and past product design files. |BOM| effective dates are recorded |
| 13 | +for error tracking, and changes are compartmentalized in an :ref:`engineering change order |
| 14 | +<plm/eco>`, which makes merging |ECOs| back to the production |BOM| simple. |
| 15 | + |
| 16 | +Current BoM version |
| 17 | +=================== |
| 18 | + |
| 19 | +To see the current version of the |BOM| used in production, go to :menuselection:`PLM app --> Master |
| 20 | +Data --> Bill of Materials`, and select the desired |BOM| from the list. Then, switch to the |
| 21 | +:guilabel:`Miscellaneous` tab, where the currently live :guilabel:`Version` of the |BOM| is |
| 22 | +displayed. |
| 23 | + |
| 24 | +.. note:: |
| 25 | + |BOMs| can also be accessed from :menuselection:`Manufacturing app --> Products --> Bill of |
| 26 | + Materials`. |
| 27 | + |
| 28 | +Version history |
| 29 | +=============== |
| 30 | + |
| 31 | +As long as the *PLM* app is installed, all all |ECOs| linked to a |BOM| can be viewed by clicking |
| 32 | +the :guilabel:`ECO` smart button on a |BOM|. |
| 33 | + |
| 34 | +Click the :guilabel:`≣ (four horizontal lines)` icon to switch to list view. |
| 35 | + |
| 36 | +.. image:: version_control/eco-smart-button.png |
| 37 | + :align: center |
| 38 | + :alt: Show ECO smart button on a BoM. |
| 39 | + |
| 40 | +In the list of |ECOs|, navigate to the search bar and click the :guilabel:`▼ (down arrow)` icon to |
| 41 | +access a drop-down menu of :guilabel:`Filters`. Next, filter by :guilabel:`Done` |ECOs| to view the |
| 42 | +revision history of the |BOM|, the :guilabel:`Responsible` user who applied the change, and the |
| 43 | +:guilabel:`Effective Date` of the |BOM|. Click each |ECO| to view the past components, operations, |
| 44 | +and design files associated with the |BOM|. |
| 45 | + |
| 46 | +.. image:: version_control/eco-list.png |
| 47 | + :align: center |
| 48 | + :alt: Display ECO revision history for a BoM for a product. |
| 49 | + |
| 50 | +.. tip:: |
| 51 | + If no date is displayed in the :guilabel:`Effective Date` field, this means the |
| 52 | + :guilabel:`Effective` date of the |ECO| was set to :guilabel:`As soon as possible`. |
| 53 | + Alternatively, check when the |BOM| went live by navigating to the chatter and hovering over the |
| 54 | + time the |ECO| was moved to the :ref:`closing stage <plm/eco/stage-config>`. |
| 55 | + |
| 56 | + .. image:: version_control/effective-asap.png |
| 57 | + :align: center |
| 58 | + :alt: Show *Effective* as soon as possible field. |
| 59 | + |
| 60 | + |
| 61 | +Design files |
| 62 | +============ |
| 63 | + |
| 64 | +Attach computer-aided design (CAD) files, PDFs, images, or other design material to the |BOM| |
| 65 | +itself. To do so, navigate to :menuselection:`PLM app --> Master Data --> Bill of Materials`, and |
| 66 | +select the desired |BOM|. On the |BOM|, navigate to the *chatter* and click the :guilabel:`📎 |
| 67 | +(paperclip)` icon. The files associated with the |BOM| are displayed in the :guilabel:`Files` |
| 68 | +section. To add more design files, select the :guilabel:`Attach files` button. |
| 69 | + |
| 70 | +.. image:: version_control/attach-files.png |
| 71 | + :align: center |
| 72 | + :alt: Show paperclip icon in the chatter to attach files to a BoM. |
| 73 | + |
| 74 | +Manage design files in an ECO |
| 75 | +----------------------------- |
| 76 | + |
| 77 | +After creating a :ref:`new Engineering Change Order <plm/eco/create-eco>` (ECO), all files stored |
| 78 | +in the :guilabel:`Files` section of the |BOM| are automatically copied over to the |
| 79 | +:guilabel:`Documents` smart button. Click on the button to open the :guilabel:`Attachments` page. |
| 80 | + |
| 81 | +Hover over each attachment to reveal the :guilabel:`︙ (three vertical dots)` icon. From there, |
| 82 | +choose whether to :guilabel:`Edit`, :guilabel:`Remove`, or :guilabel:`Download` the file. Any |
| 83 | +changes made to these files are contained within the |ECO|, and will only apply to the production |
| 84 | +|BOM| once the :ref:`changes are applied <plm/eco/apply-changes>`. |
| 85 | + |
| 86 | +.. example:: |
| 87 | + Replace the keyboard PDF in an active |ECO| by first selecting the :guilabel:`Documents` smart |
| 88 | + button. |
| 89 | + |
| 90 | + .. image:: version_control/documents-smart-button.png |
| 91 | + :align: center |
| 92 | + :alt: Show *Documents* smart button from an active ECO. |
| 93 | + |
| 94 | + On the :guilabel:`Attachments` page, hover over the design file and click the :guilabel:`︙ (three |
| 95 | + vertical dots)` icon, then the :guilabel:`Edit` option. Rename the file something specific to |
| 96 | + express why the file is about to be archived in this active |ECO|. In this case, the |BOM| is for |
| 97 | + a smaller keyboard, so the manual for a larger keyboard is no longer relevant. Rename `100% |
| 98 | + keyboard manual`, and then save and click back to the :guilabel:`Attachments` page using the |
| 99 | + breadcrumbs. Click on the :guilabel:`︙ (three vertical dots)` icon again, and then select the |
| 100 | + :guilabel:`Remove` option to archive the file. |
| 101 | + |
| 102 | + Next, click the :guilabel:`Upload` button to upload the new design file, named `60% keyboard |
| 103 | + manual`. |
| 104 | + |
| 105 | + .. image:: version_control/attachments.png |
| 106 | + :align: center |
| 107 | + :alt: View of *Attachments* page from the *Documents* smart button. Displays one archived and |
| 108 | + one newly added attachment. |
| 109 | + |
| 110 | +.. note:: |
| 111 | + Archived files are not permanently deleted—they can still be accessed in the previous |ECO| or as |
| 112 | + an archived file in the latest ECO where the archival occurred. |
| 113 | + |
| 114 | +Apply rebase |
| 115 | +============ |
| 116 | + |
| 117 | +Odoo simplifies the process of merging different versions of a |BOM| when multiple |ECOs| are open |
| 118 | +for the same product. If the |BOM| used in production is updated while an |ECO| is still open and in |
| 119 | +testing, review the differences between the production |BOMs| in the newly appeared |
| 120 | +:guilabel:`Previous Eco Bom Changes` tab. Then, click the :guilabel:`Apply Rebase` button to update |
| 121 | +the |BOM| and make it cohesive with the production |BOM|. |
| 122 | + |
| 123 | +.. example:: |
| 124 | + Two |ECOs|, `ECO0011` and `ECO0012`, are created when the current |BOM| version is `5`. In |
| 125 | + `ECO0011`, a new component, `Space stabilizer` is added, and the changes are applied. This means |
| 126 | + the current |BOM| version has become `6`. |
| 127 | + |
| 128 | + .. image:: version_control/branch-change.png |
| 129 | + :align: center |
| 130 | + :alt: Apply changes to an ECO to update the production BOM. |
| 131 | + |
| 132 | + This means that `ECO0012`'s |BOM| is missing the `Space stabilizer`, as shown in the |
| 133 | + :guilabel:`Previous Eco Bom Changes` tab. To ensure the changes applied by `ECO0011` |
| 134 | + are kept when the changes in `ECO0012`, click the :guilabel:`Apply Rebase` button to apply the |
| 135 | + previous |ECO| changes without affecting the changes already made to `ECO0012`. |
| 136 | + |
| 137 | + .. image:: version_control/merge-change.png |
| 138 | + :align: center |
| 139 | + :alt: Click the *Apply Rebase* button to update the BOM to match the production BOM. |
| 140 | + |
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