diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst b/content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst index 13b05d76b..d70154f81 100644 --- a/content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst +++ b/content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst @@ -1,57 +1,48 @@ -============================================ -Make work centers unavailable using Time Off -============================================ +==================== +Work center time off +==================== + +.. |MO| replace:: :abbr:`MO (manufacturing order)` In Odoo, *work centers* are used to carry out manufacturing operations at specific locations. However, if a work center cannot be used for some reason, work orders begin to pile up at the work center until it is operational again. -As a result, it is necessary to make the work center unavailable in Odoo so that the platform routes -new work orders to alternative work centers that are operational. Using Odoo *Time Off*, it is +As a result, it is necessary to make the work center unavailable in Odoo so new work orders are +routed to alternative work centers that are operational. Using Odoo's **Time Off** app, it is possible to designate a work center as being unavailable for a set period of time. Doing so ensures -that manufacturing operations can continue until the impacted work center is available again. +manufacturing operations can continue until the impacted work center is available again. Configuration ============= Before a work center can be designated as unavailable, the Odoo platform must be properly configured. First, it is necessary to enable :ref:`developer mode `. This allows the -:guilabel:`Time Off` smart button to appear on each work center's :guilabel:`Working Hours` pop-up -window. +*Time Off* smart button to appear on each work center's *Working Hours* page. -Enable developer mode by going to :menuselection:`Settings`, scrolling to the bottom of the page, -and clicking :guilabel:`Activate the developer mode` under the :guilabel:`Developer Tools` heading. +Next, install the **Time Off** app. This is the app used for managing time off for all resources +within Odoo, including employees and work centers. -.. image:: work_center_time_off/developer-mode-button.png - :align: center - :alt: The "Activate the developer mode" button. - -Next, install the *Time Off* app. This is the app used for assigning time off to all resources -within Odoo, including employees and work centers. Navigate to :menuselection:`Apps`, then type -`Time Off` in the :guilabel:`Search...` bar. The card for the :guilabel:`Time Off` module should be -the only one that appears on the page. Click the green :guilabel:`Install` button on the card to -install the app. - -.. image:: work_center_time_off/time-off-install-card.png - :align: center - :alt: The Time Off module installation card. +To do so, navigate to the :menuselection:`Apps` app, then search `Time Off` in the search bar. The +card for the :guilabel:`Time Off` app should be the only one that appears on the page. Click the +:guilabel:`Install` button on the card to install the app. The last step is to properly configure work centers. For this workflow, it is necessary to have at -least two work centers: one that is made unavailable and a second that receives the work orders that -the other cannot accept. If no second work center is configured, Odoo cannot route work orders away -from the unavailable work center and they will pile up in its queue. +least two work centers: one that is made unavailable, and a second that receives the work orders +that the other cannot accept. If no second work center is configured, Odoo cannot route work orders +away from the unavailable work center, and they pile up in its queue. -To create a work center, navigate to :menuselection:`Manufacturing --> Configuration --> Work -Centers --> Create`. +To create a work center, navigate to :menuselection:`Manufacturing app --> Configuration --> Work +Centers --> New`. -Make sure that both work centers have the same equipment listed under the :guilabel:`Equipment` tab. -This ensures that operations carried out at one work center can also be performed at the other. +.. seealso:: + For a full guide to work center creation, refer to the documentation on :doc:`work centers + <../advanced_configuration/using_work_centers>`. -.. image:: work_center_time_off/work-center-equipment-tab.png - :align: center - :alt: The equipment tab on a work center form. +Make sure both work centers have the same equipment listed under the :guilabel:`Equipment` tab. This +ensures operations carried out at one work center can also be performed at the other. -For the work center that will be made unavailable, select the second work center on the +On the work center that is made unavailable, select the second work center from the :guilabel:`Alternative Workcenters` drop-down menu. Now, Odoo knows to send work orders to the second work center when the first is unavailable for any reason. @@ -62,60 +53,59 @@ second work center when the first is unavailable for any reason. Add time off for a work center ============================== -With configuration completed, time off can now be assigned to the work center that will be made -unavailable. Begin by navigating to :menuselection:`Manufacturing --> Configuration --> Work -Centers` and selecting the affected work center. Click :guilabel:`Edit`, and then the :guilabel:`↗ -(external link)` button next to the :guilabel:`Working Hours` drop-down menu. +With configuration completed, time off can now be assigned to a work center. Begin by navigating to +:menuselection:`Manufacturing app --> Configuration --> Work Centers`, and selecting the affected +work center. Click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` button on the right side +of the :guilabel:`Working Hours` drop-down menu, to open the working hours page for the work center. .. image:: work_center_time_off/working-hours-button.png :align: center :alt: The Working Hours "External link" button on the work center form. -A pop-up appears, titled :guilabel:`Open: Working Hours`. The standard working hours for the work -center are listed here, along with various other details about it. Since developer mode was enabled, -there is a :guilabel:`Time Off` button in the top right of the pop-up. Click it to be taken to the -:guilabel:`Resource Time Off` page. +The working hours page displays the standard working hours for the work center. With developer mode +activated, a :icon:`fa-plane` :guilabel:`Time Off` smart button appears at the top of the page. +Click it to open the :guilabel:`Resource Time Off` page. -.. image:: work_center_time_off/time-off-button.png - :align: center - :alt: The Time Off button on the Working Hours pop-up. - -On this page, click :guilabel:`Create` to configure a new time-off entry. On the time-off form, note -the :guilabel:`Reason` for the work center closure (broken, maintenance, etc.), select the affected -work center as the :guilabel:`Resource`, and choose a :guilabel:`Start Date` and :guilabel:`End -Date` to specify the period during which the work center will be unavailable. Click :guilabel:`Save` -and the time off for the work center is logged in Odoo. +On this page, click :guilabel:`New` to configure a new time-off entry. On the time-off form, note +the :guilabel:`Reason` for the work center closure (e.g. broken equipment, maintenance, etc.), +select the affected work center as the :guilabel:`Resource`, and choose a :guilabel:`Start Date` and +:guilabel:`End Date` to specify the period during which the work center is unavailable. .. image:: work_center_time_off/time-off-form.png :align: center :alt: The "Resource Time Off" form. -Route orders to an alternative work center -========================================== +Alternative work center planning +================================ Once a work center is within its specified time-off period, work orders sent to it can be -automatically routed to an alternative work center using the :guilabel:`Plan` button. +automatically routed to an alternative work center using the *Plan* button. -Begin by creating a new manufacturing order by selecting :menuselection:`Operations --> -Manufacturing Orders --> Create`. On the manufacturing order form, specify a :guilabel:`Product` +Begin by creating a new manufacturing order (MO), by navigating to :menuselection:`Manufacturing app +--> Operations --> Manufacturing Orders --> New`. On the |MO| form, specify a :guilabel:`Product` that uses the unavailable work center for one of its operations. Click :guilabel:`Confirm` to -confirm the work order. +confirm the |MO|. -On the confirmed work order, select the :guilabel:`Work Orders` tab. By default, the unavailable -work center is specified in the :guilabel:`Work Center` column. There is also a green -:guilabel:`Plan` button on the top left of the page. +On the confirmed |MO|, select the :guilabel:`Work Orders` tab. By default, the unavailable work +center is specified in the :guilabel:`Work Center` column. There is also a :guilabel:`Plan` button +at the top left of the page. -.. image:: work_center_time_off/mo-plan-button.png +Click :guilabel:`Plan`, and the work center listed in the :guilabel:`Work Center` column of the +:guilabel:`Work Orders` tab is automatically changed to the alternative work center. + +.. figure:: work_center_time_off/before-planning.png :align: center - :alt: The Plan button on a manufacturing order. + :alt: Before clicking "Plan", the work order is scheduled at "Main Assembly Line". -Click :guilabel:`Plan` and the work center listed under the :guilabel:`Work Orders` tab is -automatically changed to the alternative work center. + Before clicking :guilabel:`Plan`, the work order is scheduled at :guilabel:`Main Assembly Line`. -.. image:: work_center_time_off/work-center-planning.png +.. figure:: work_center_time_off/after-planning.png :align: center - :alt: The selected work center updates automatically after clicking the Plan button. + :alt: After clicking "Plan", the work order is rescheduled at "Alternative Assembly Line". -Once the time-off period for the unavailable work center ends, Odoo recognizes that the work center -is available again. At this point, clicking the :guilabel:`Plan` button does not route work orders -to an alternative work center unless the first one is at capacity. + After clicking :guilabel:`Plan`, the work order is rescheduled at :guilabel:`Alternative Assembly + Line`. + +Once the time-off period for the unavailable work center ends, Odoo recognizes the work center is +available again. 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