diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst index 0511e99df..26e5148b0 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst @@ -2,6 +2,8 @@ Manufacturing backorders ======================== +.. |MO| replace:: :abbr:`MO (Manufacturing Order)` + In some cases, the full quantity of a manufacturing order cannot be produced immediately. When this happens, Odoo *Manufacturing* allows for the manufacturing of partial quantities of the order and creates a *backorder* for the remaining amount. @@ -63,127 +65,67 @@ order. If only some of the remaining units are manufactured immediately, create another backorder for the remainder by following the steps detailed in this section. -Create a backorder from tablet view -=================================== +Create a backorder in Shop Floor +================================ -Backorders for manufacturing orders can also be created from the work order tablet view. +Backorders for manufacturing orders can also be created from the *Shop Floor* module. .. note:: - In order to use tablet view, the *Work Orders* setting must be enabled. To enable it, navigate to - :menuselection:`Manufacturing --> Configuration --> Settings`. On the :guilabel:`Settings` page, - enable the checkbox next to :guilabel:`Work Orders`, then click :guilabel:`Save` to save the - change. This makes the :guilabel:`Work Orders` tab appear on manufacturing orders, from which the - tablet view can be opened. + In order to use the *Shop Floor* module, the *Work Orders* setting must be enabled. To do so, + navigate to :menuselection:`Manufacturing --> Configuration --> Settings`, enable the + :guilabel:`Work Orders` checkbox, and then click :guilabel:`Save`. - .. image:: manufacturing_backorders/work-orders-setting.png - :align: center - :alt: The Work Orders setting on the Manufacturing settings page. +To create a backorder from the *Shop Floor* module, begin by navigating to +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select an |MO| for multiple +units of a product, for which a backorder needs to be created. -To create a backorder from the tablet view, begin by navigating to :menuselection:`Manufacturing --> -Operations --> Manufacturing Orders`. Select a manufacturing order with a quantity of two or more or -create one by clicking :guilabel:`Create`. +On the |MO|, select the :guilabel:`Work Orders` tab, and then click the :guilabel:`Open Work Order +(external link icon)` button on the line of the work order to be processed. On the resulting +:guilabel:`Work Orders` pop-up window, click the :guilabel:`Open Shop Floor` button to open the +*Shop Floor* module. -If a new manufacturing order is created, select a product from the :guilabel:`Product` drop-down -menu and enter a quantity of two or more in the :guilabel:`Quantity` field, then click -:guilabel:`Confirm` to confirm the order. +When accessed from a specific work order, the *Shop Floor* module opens to the page for the work +center where the order is configured to be processed, and isolates the work order's card so that no +other cards are shown. -After confirming the manufacturing order, select the :guilabel:`Work Orders` tab and click the -:guilabel:`📱 (tablet view)` button located on the line of the first work order to enter the tablet view. +Complete the steps on the work order's card until the :guilabel:`Register Production` step is +reached, and then click on it to open the :guilabel:`Register Production` pop-up window. -.. image:: manufacturing_backorders/tablet-view-button.png +.. important:: + Do **not** click the :guilabel:`# Units` button on the right side of the step. Doing so + automatically registers the full amount of units as having been produced. + +On the :guilabel:`Register Production` pop-up window, enter the number of units produced in the +:guilabel:`Quantity` field. Make sure the number entered is *less* than the number of units listed +to the right of the field. Then, click :guilabel:`Validate`. + +.. image:: manufacturing_backorders/register-production.png :align: center - :alt: The tablet view button for a work order on a manufacturing order. + :alt: The Register Production pop-up window in the Shop Floor module. -Once in tablet view, enter the quantity being manufactured immediately in the :guilabel:`Units` -field at the top left of the tablet view. +The pop-up window disappears and the :guilabel:`# Units` button on the work order's card updates to +reflect the number of units produced, as a fraction of the number of units for which the |MO| was +originally created. -.. image:: manufacturing_backorders/units-field.png - :align: center - :alt: The Units field in the tablet view. +Next, click the :guilabel:`Mark as Done` button at the bottom-right of the work order's card. The +work order card begins to fade away. Once it disappears completely, a new work order card appears, +titled with the original |MO|'s reference number with a `-002` tag added to the end of it. -The steps for the rest of the workflow depend on whether the manufacturing order being processed -requires the completion of a single work order or multiple work orders. +This new reference number represents the backorder |MO|. The original |MO|'s reference number now +appears with a `-001` tag added to the end of it to distinguish it from the backorder |MO|. -Single work order ------------------ +If the original |MO| has no remaining work orders, it can be closed by selecting the :guilabel:`All` +filter in the top navigation of the *Shop Floor* module, and then clicking :guilabel:`Close +Production` at the bottom of the |MO|'s card. -If the manufacturing order only requires the completion of a single work order, complete the work -order, then click :guilabel:`Mark As Done And Close MO`. The manufacturing order is closed and a -backorder for the units that still need to be manufactured is created automatically. +If the original |MO| has remaining work orders that must be completed before it can be closed, cards +for these work orders appear on the *Shop Floor* pages for the work centers where they are +configured to be carried out. They can be processed as normal, and additional backorders can be +created from their work order cards using the instructions detailed in this section. -.. image:: manufacturing_backorders/madacmo-button.png - :align: center - :alt: The Mark As Done And Close MO button in the tablet view of a work order. +Once the current work order for the backorder |MO| is ready to be processed, this can also be +completed as normal, and an additional backorder can be created from its work order card by +following the instructions detailed in this section. -Once the remaining units are ready to be manufactured, navigate to :menuselection:`Manufacturing --> -Operations --> Manufacturing Orders`, then select the backorder manufacturing order, which is titled -using the reference tag of the original backorder with *002* added to the end. - -On the backorder manufacturing order, select the :guilabel:`Work Orders` tab and click the -:guilabel:`📱 (tablet view)` button located on the line of the work order to open the tablet view. -If all of the units in the backorder will be completed immediately, simply click :guilabel:`Mark As -Done And Close MO` after completing the work order. - -If only some of the remaining units will be manufactured immediately, enter the number in the -:guilabel:`Units` field at the top left of the tablet view, then click :guilabel:`Mark As Done And -Close MO` to create another backorder for the remaining units. The new backorder can be processed -using the steps detailed in this section. - -Multiple work orders --------------------- - -If the manufacturing order requires the completion of multiple work orders, complete the first work -order, and then click :guilabel:`Record Production`. This splits the manufacturing order into two -separate orders, titled *WH/MO/XXXXX-001* and *WH/MO/XXXXX-002*, with *XXXXX* being the number of -the original order. - -.. image:: manufacturing_backorders/record-production-button.png - :align: center - :alt: The Record Production button on a work order. - -The tablet view defaults to showing the first work order for the *002* manufacturing order. Since -this manufacturing order will not be completed immediately, back out of tablet view by clicking the -:guilabel:`⬅️ (back)` button twice. Doing so will take you to the *001* order. - -To finish the *001* order, select the :guilabel:`Work Orders` tab and click the :guilabel:`tablet -view` button located on the line of the next work order. Finally, complete the remaining work -orders, then click :guilabel:`Mark As Done And Close MO` to close the manufacturing order. - -Once the remaining units are ready to be manufactured, navigate to :menuselection:`Manufacturing --> -Operations --> Manufacturing Orders`, then select the *002* order. Select the :guilabel:`Work -Orders` tab and click the :guilabel:`tablet view` button located on the line of the first work -order. - -If all of the units in the backorder will be completed immediately, simply click :guilabel:`Mark As -Done And Close MO` after completing all of the work orders. - -If only some of the remaining units will be manufactured immediately, enter the number in the -:guilabel:`Units` field at the top left of the tablet view, then click :guilabel:`Record Production` -to create an additional backorder for the remaining units, with *003* at the end of its reference -tag. - -The *002* backorder and *003* backorder can be completed by following the steps detailed in this -section. - -.. tip:: - It is also possible to create a backorder in the middle of a manufacturing order, when some but - not all of the work orders have already been completed. Doing so marks the completed work - order(s) as :guilabel:`Finished` on the backorder. - - .. example:: - A manufacturing order for four chairs requires the completion of two work orders: *Paint* and - *Assemble*. While the paint step can be completed immediately for all four chairs, there are - only enough screws to assemble two of them. - - As a result, the employee responsible for producing the chairs begins by painting all four, - and marking the *Paint* work order as :guilabel:`Finished` for all of them. Then, they move on - to the *Assemble* work order. They assemble two of the four chairs, enter that number in the - :guilabel:`Units` field of the tablet view, and click :guilabel:`Record Production`. - - A backorder manufacturing order is created for the remaining two chairs. On the backorder, the - *Paint* work order is already marked as :guilabel:`Finished`, and only the *Assemble* work - order is left to be completed. - - Once more screws are available, the manufacturing employee assembles the remaining chairs and - clicks :guilabel:`Mark As Done And Close MO` to complete the *Assemble* work order and close - the backorder manufacturing order. +After the final work order for the backorder |MO| has been completed, the |MO| can be closed by +clicking the :guilabel:`Close Production` button at the bottom of the work order's card. diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/madacmo-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/madacmo-button.png deleted file mode 100644 index 5e6c32173..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/madacmo-button.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/record-production-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/record-production-button.png deleted file mode 100644 index 72169d0d6..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/record-production-button.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/register-production.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/register-production.png new file mode 100644 index 000000000..fb771d040 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/register-production.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/tablet-view-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/tablet-view-button.png deleted file mode 100644 index c366e93bf..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/tablet-view-button.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/units-field.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/units-field.png deleted file mode 100644 index bda745a63..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/units-field.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/work-orders-setting.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/work-orders-setting.png deleted file mode 100644 index 55a048da2..000000000 Binary files a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/work-orders-setting.png and /dev/null differ