diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/split_merge.rst b/content/applications/inventory_and_mrp/manufacturing/workflows/split_merge.rst index cd3c93a0574..fe7e878e4be 100644 --- a/content/applications/inventory_and_mrp/manufacturing/workflows/split_merge.rst +++ b/content/applications/inventory_and_mrp/manufacturing/workflows/split_merge.rst @@ -2,81 +2,146 @@ Split and merge manufacturing orders ==================================== -In Odoo *Manufacturing*, it is possible to create manufacturing orders for a single unit of an item, -or multiple units of the same item. In some cases, it may be necessary to split a manufacturing -order that contains multiple units into two or more orders, or to merge two or more orders into a -single order. +.. |MO| replace:: :abbr:`MO (manufacturing order)` +.. |MOs| replace:: :abbr:`MOs (manufacturing orders)` +.. |BoM| replace:: :abbr:`BoM (bill of materials)` + +In Odoo *Manufacturing*, it is possible to create manufacturing orders (MOs) for a single unit of an +item, or multiple units of the same item. A partially produced manufacturing order may be split to +account for both completed units and remaining production requirements. This process ensures that +the current |MO| reflects only the quantity actually finished, while supplementary |MOs| track the +balance. + +An |MO| should be split if the remaining quantity cannot be completed immediately due to internal or +external constraints. + +When a split is executed, the system updates the original |MO| to reflect the specific quantity that +has been produced and is ready for closing. Then, new |MOs| are automatically generated for the +difference between the original planned quantity and the actual produced quantity. This ensures that +lead times, labor costs, and material consumption remain accurately allocated to the specific +timeframe in which the work occurred. + +Splits can be set up from the |MO| form. .. important:: - A manufacturing order can only contain one unit of a product, or multiple units of a single - product that all use the same Bill of Materials (BoM). As a result, it is only possible to merge - manufacturing orders when every order contains the same product being manufactured with the same - BoM. + An |MO| can only contain one unit of a product, or multiple units of a single product that all + use the same bill of materials (BoM). As a result, it is only possible to merge |MOs| for the + same products with the same |BoM|. Split manufacturing orders ========================== -To split a manufacturing order into multiple orders, begin by navigating to -:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then select a manufacturing -order. At the top of the page, next to the :guilabel:`New` button, the manufacturing order's -reference number appears with a :guilabel:`⚙️ (settings)` button next to it. +|MOs| can be split in two ways: + +- :ref:`manufacturing/workflows/split-actions-menu` +- :ref:`manufacturing/workflows/split-qty-to-produce` + +.. _manufacturing/workflows/split-actions-menu: + +From the actions menu +--------------------- -Click the :guilabel:`⚙️ (settings)` button to open the general settings for the manufacturing order, -then select :guilabel:`Split`. +To split an |MO| into multiple orders, begin by navigating to :menuselection:`Manufacturing app --> +Operations --> Manufacturing Orders`, then select a confirmed |MO|. At the top of the page, next to +the :guilabel:`New` button, the |MO|'s reference number appears with a :icon:`fa-cog` +:guilabel:`(Actions)` icon next to it. + +Click the :icon:`fa-cog` :guilabel:`(Actions)` icon to reveal the drop-down menu for the |MO|, then +select :guilabel:`Split`. .. image:: split_merge/settings-split.png - :align: center - :alt: The Settings and Split buttons on a manufacturing order. + :alt: The Actions menu on a manufacturing order. + +After selecting :guilabel:`Split`, a *Split production* pop-up window appears. In the :guilabel:`Max +Batch Size` field, enter the number of units that each batch should be split into, then click +outside of the field. The :guilabel:`# Splits` field updates with the total number of |MOs| that +will be created. A table appears below, with a line for each new |MO| that will be created by the +split. In the :guilabel:`Quantity To Produce` column, enter the number of units that will be +assigned to each new |MO|. Finally, click :guilabel:`Split` to split the |MO|. -After selecting :guilabel:`Split`, a :guilabel:`Split production` pop-up window appears. In the -:guilabel:`Split #` field, enter the number of manufacturing orders that the original order should -be split into, then click outside of the field. A table appears below, with a line for each new -manufacturing order that will be created by the split. In the :guilabel:`Quantity To Produce` -column, enter the number of units that will be assigned to each new manufacturing order. Finally, -click :guilabel:`Split` to split the manufacturing order. +.. example:: + A work order for `5` units of the `Drawer` product are split with a :guilabel:`Max Batch Size` of + `2`. This creates 3 splits; two of the splits contain `2` units each, and the final split + contains a single unit. -.. image:: split_merge/split-production-window.png - :align: center - :alt: The Split production pop-up window for a manufacturing order. + .. image:: split_merge/split-production-window.png + :alt: The Split production pop-up window for a manufacturing order. -After clicking :guilabel:`Split`, the original manufacturing order is split into the number of -orders that was specified in the :guilabel:`Split #` field. The reference numbers for the new -manufacturing orders are the reference number for the original order with *-###* tags added to the -end. +After clicking :guilabel:`Split`, the original |MO| is split into the number of orders that was +specified in the :guilabel:`# Split` field. The reference numbers for the new |MOs| are the +reference number for the original order with `-###` tags added to the end. .. example:: - Manufacturing order *WH/MO/00012* is split into three separate orders. The reference numbers for - the new orders are *WH/MO/00012-001*, *WH/MO/00012-002*, and *WH/MO/00012-003*. + |MO| `WH/MO/00012` is split into three separate orders. The reference numbers for the new orders + are: -Merge manufacturing orders -========================== + - `WH/MO/00012-001` + - `WH/MO/00012-002` + - `WH/MO/00012-003` + +To complete the |MOs|, complete all work orders, then click the :guilabel:`Produce All` button on +the |MO| form. + +.. _manufacturing/workflows/split-qty-to-produce: -To merge two or more manufacturing orders into a single order, begin by navigating to -:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select the manufacturing -orders that will be merged by activating the checkbox to the left of the name of each order. +From the Change Quantity to Produce window +------------------------------------------ -.. image:: split_merge/select-orders.png - :align: center - :alt: Select manufacturing orders that will be merged by clicking the checkbox for each. +To split an |MO| from the *Change Quantity to Produce* window, first navigate to +:menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`. Open a confirmed |MO| +from the list, or create a new one by clicking :guilabel:`New`, completing the form, and clicking +:guilabel:`Confirm`. -Once all manufacturing orders have been selected, click the :guilabel:`Actions` button at the top of -the page, then select :guilabel:`Merge` from the drop-down menu. +After the |MO| is confirmed, its :guilabel:`Quantity to Produce` can be updated to account for a +split |MO|. Click the second value in the :guilabel:`Quantity` field, next to :guilabel:`Units To +Produce`. -.. image:: split_merge/actions-merge.png - :align: center - :alt: The Actions and Merge buttons on the Manufacturing Orders page. +.. image:: split_merge/qty-field.png + :alt: Open the Change Quantity to Produce window from the Quantity field. -The selected manufacturing orders are merged into a single order. The reference number for the new -manufacturing order is the next sequential number that has *not* already been assigned to an order. +The *Change Quantity to Produce* pop-up window opens. Change the :guilabel:`Quantity to Produce` +value to the actual quantity currently produced, then click the :guilabel:`Split` button. + +.. image:: split_merge/change-qty-to-produce.png + :alt: Update the Quantity to Produce value to split the manufacturing order. + +After clicking :guilabel:`Split`, the original |MO| is split into two orders. The reference numbers +for the new |MOs| are the reference number for the original order with `-###` tags added to the end. .. example:: - The last reference number used for a manufacturing order was *WH/MO/00012*. Two manufacturing - orders, *WH/MO/00008* and *WH/MO/00009*, are merged into a single order. The reference number for - the manufacturing order created by the merger is *WH/MO/00013*. + The parent order `WH/MO/00015` with `10` units of the `Drawer` product is split based on + production progress. The two |MOs| created are: + + - `WH/MO/00015-001` with `7` units + - `WH/MO/00015-002` with `3` remaining units. + +For traceability, the :icon:`fa-wrench` :guilabel:`Backorders` smart button appears. Click it to +view both |MOs|. + +Additionally, in the first |MO|, a link to the second backorder appears in the chatter. + +.. image:: split_merge/mo-backorder-chatter.png + :alt: Click the backorder link in the chatter to see the second manufacturing order. + +When the units for the first |MO| are produced, complete the work orders and click the +:guilabel:`Produce All` button to complete it. + +When the second |MO| is ready to complete, open it from the *Manufacturing Orders* page or from the +chatter of the first |MO|. Complete all work orders and click the :guilabel:`Produce All` button. + +Merge manufacturing orders +========================== + +To merge two or more |MOs| into a single order, begin by navigating to :menuselection:`Manufacturing +app --> Operations --> Manufacturing Orders`. Select the |MOs| that will be merged by selecting the +checkbox to the side of the name of each order. + +Once all |MOs| have been selected, click :icon:`fa-cog` :menuselection:`Actions --> Merge`. -In the :guilabel:`Source` field for the manufacturing order created by the merger, the reference -numbers of the manufacturing orders that were merged are listed. +The selected |MOs| are merged into a single order. The reference number for the new |MO| is the next +sequential number that has *not* already been assigned to an order. .. example:: - Manufacturing orders *WH/MO/00009* and *WH/MO/00010* are merged to create *WH/MO/00011*. The - source field for *WH/MO/00011* lists both *WH/MO/00009* and *WH/MO/00010*. + The last reference number used for an |MO| was `WH/MO/00012`. Two |MOs|, `WH/MO/00008` and + `WH/MO/00009`, are merged into a single order. 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