[IMP] mrp: split and merge MOs

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. The reference number for the |MO| created by the
+   merger is `WH/MO/00013`.