[IMP] MRP: Backorders Shop Floor workflow

closes odoo/documentation#7571

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Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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John Holton (hojo) 2023-12-21 12:21:44 -08:00
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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.

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