diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst index a4f0daf9bc..a0c4051fbc 100644 --- a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst +++ b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst @@ -1,75 +1,76 @@ -============================= -Manage semi-finished products -============================= +=============== +Multilevel BoMs +=============== -A *semi-finished product*, also known as a *subassembly*, is a manufactured product that is used as -a component in another product's bill of materials (BoM). Semi-finished products are used to -simplify complex :abbr:`BoMs (Bills of Materials)` or to more accurately represent a manufacturing -flow. A :abbr:`BoM (Bill of Materials)` that contains semi-finished products is referred to as a -*multilevel BoM*, where the main *top-level product* and its subassemblies are distinguished. +.. |BOM| replace:: :abbr:`BoM (Bill of Materials)` +.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)` -Configure semi-finished products -================================ +Use a multilevel bill of materials (BoM) when a manufactured product is part of another assembly. +This method nests |BOMs| within other |BOMs|, organizing complex products while simplifying +manufacturing by defining each procurement and production step separately. -To set up a multilevel :abbr:`BoM (Bill of Materials)`, the top-level product and semi-finished -products must be configured. Therefore, the first step is to create the semi-finished products and -their :abbr:`BoMs (Bills of Materials)`. +Sublevel |BOMs| (subassemblies or semifinished products) streamline these production workflows, and +are beneficial when the subassembly is used across multiple finished products (meaning they'd appear +on multiple top-level |BOMs|). The more complicated a product is to build or procure, the more value +a multilevel |BOM| can provide. -.. seealso:: - :doc:`../basic_setup/bill_configuration` +Create a multilevel BoM +======================= + +To set up a multilevel |BOM|, the top-level product and sublevel products's |BOMs| must be created. +If starting from scratch, build the |BOMs| from the bottom up. Start with the lowest-level product +|BOMs|, then include those products as components in higher-level |BOMs|. + +For example, a printed circuit board (PCB) for a custom keyboard would be composed of hundreds of +electronic components, such as transistors, resistors, and capacitors. Instead of listing all of +those components out, a sublevel product and |BOM| for `PCB` is created, to track the quantities of +transistors and other small components, without needing to overcrowd the toplevel |BOM| for custom +keyboard with listing them. Instead, the custom keyboard's |BOM| consists of an assortment of +components and sublevel |BOMs| alike, like keycaps, switches, the PCB, and keyboard plate. -.. image:: sub_assemblies/semifinished-product-bom.png - :align: center - :alt: A bill of materials for a semi-finished product. +:doc:`Learn how to build a simple bill of materials <../basic_setup/bill_configuration>`. For the +PCB, this would include the transistors, resistors, and other components. -Create the top-level bill of materials (BoM) -============================================ +.. image:: sub_assemblies/sublevel-bom.png + :alt: A bill of materials for a PCB. -After the semi-finished products are fully configured, navigate to :menuselection:`Manufacturing ---> Products --> Products`. Then, :guilabel:`Create` the top-level product. Configure the product's -specifications as desired, and be sure to :guilabel:`Save`. +After the sublevel products (like the PCB, keycaps, and keyboard plate) are fully configured, create +the top-level product by navigating to :menuselection:`Manufacturing --> Products --> Products`, and +then selecting :guilabel:`New`. From here, configure the product's specifications as needed. -Once the top-level product is configured, click the :guilabel:`Bill of Materials` smart button on -the product form, then click :guilabel:`Create` to make a :abbr:`BoM (Bill of Materials)` for the -top-level product. Then, simply add the semi-finished products to this :abbr:`BoM (Bill of -Materials)`, along with any other necessary components. +Once the top-level product (the keyboard) is configured, click the :guilabel:`Bill of Materials` +smart button on the product form, and then select :guilabel:`New` to make a |BOM| for the top-level +product. Add the sublevel products to this |BOM|, along with any other necessary components. -.. image:: sub_assemblies/custom-computer-bom.png - :align: center - :alt: A bill of materials for a top-level product, containing a subassembly component. +.. image:: sub_assemblies/top-level-bom.png + :alt: A bill of materials for a keyboard, containing a bill of materials for a PCB. Manage production planning ========================== -There are several methods to manage manufacturing order automation for products with multilevel -:abbr:`BoMs (Bills of Materials)`. +The two options below are two of the best ways to manage manufacturing order automation for products +with multilevel |BOMs|. .. note:: - Semi-finished products are specifically used to manage manufacturable products with multilevel - BoMs. If a BoM is being created simply to organize components or bundle sellable products, - using :doc:`Kits ` is the more appropriate option. + Complex |BOMs| are specifically used to manage products that require manufactured components. If + a BoM is being created to organize components or bundle sellable products, :doc:`use a kit + ` instead. -To automatically trigger manufacturing orders for semi-finished products after confirming a -manufacturing order for the main product, there are two options: +To automatically trigger manufacturing orders for sublevel products after confirming a manufacturing +order for the main product, there are two options: -- **Option 1 (recommended):** Create *Reordering Rules* for the semi-finished products and set both - the minimum and maximum desired stock quantities to `0`. +- **Option 1 (recommended):** Create *Reordering Rules* for the sublevel products and set both the + minimum and maximum needed stock quantities to `0`. +- **Option 2:** Activate the :guilabel:`Replenish on Order (MTO)` and :guilabel:`Manufacture` routes + under the :guilabel:`Inventory` tab of the sublevel product's product form. .. seealso:: :doc:`../../purchase/products/reordering` + :doc:`../../inventory/warehouses_storage/replenishment/mto` -- **Option 2:** Activate the :guilabel:`Replenish on Order (MTO)` and :guilabel:`Manufacture` - routes under the :guilabel:`Inventory` tab of the semi-finished product's product form. - -Option 1 is more flexible than Option 2 and is therefore recommended. Reordering rules do not -directly link demand to replenishment, and therefore allow stocks to be unreserved and redirected -to other orders, if necessary. The Replenish on Order (MTO) route creates a unique link between the -semi-finished and top-level products, exclusively reserving quantities for the confirmed top-level -manufacturing order. - -Regardless of the method chosen, semi-finished products must be fully manufactured before -manufacturing can begin on the top-level product. +Option 1 is more flexible than Option 2 and is recommended. Reordering rules do not directly link +demand to replenishment, allowing stock to be unreserved and reassigned as needed. The Replenish on +Order (MTO) route, however, uniquely links sublevel and top-level products, reserving quantities for +the confirmed top-level manufacturing order. -.. image:: sub_assemblies/semifinished-on-mo.png - :align: center - :alt: A manufacturing order for a top-level product. +In both methods, sublevel products must be fully manufactured before starting the top-level product. diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/custom-computer-bom.png b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/custom-computer-bom.png deleted file mode 100644 index c8b8aef6f5..0000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/custom-computer-bom.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/semifinished-on-mo.png b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/semifinished-on-mo.png deleted file mode 100644 index b27017e9e6..0000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/semifinished-on-mo.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/semifinished-product-bom.png b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/semifinished-product-bom.png deleted file mode 100644 index 986895164e..0000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/semifinished-product-bom.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/sublevel-bom.png b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/sublevel-bom.png new file mode 100644 index 0000000000..d85a4726cc Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/sublevel-bom.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/top-level-bom.png b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/top-level-bom.png new file mode 100644 index 0000000000..983b0cf6cb Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies/top-level-bom.png differ