[ADD] Manufacturing: Allocation reports

closes odoo/documentation#9822

Signed-off-by: John Holton (hojo) <hojo@odoo.com>

content/applications/inventory_and_mrp/manufacturing/workflows.rst

@@ -14,3 +14,4 @@ Workflows
    workflows/split_merge
    workflows/unbuild_orders
    workflows/byproducts
+   workflows/allocation

content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst

@@ -0,0 +1,134 @@
+==================
+Allocation reports
+==================
+
+.. |SO| replace:: :abbr:`SO (sales order)`
+.. |SOs| replace:: :abbr:`SOs (sales orders)`
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |MOs| replace:: :abbr:`MOs (manufacturing orders)`
+.. |RfQ| replace:: :abbr:`RfQ (request for quotation)`
+
+When fulfilling sales orders (SOs), or sourcing components for manufacturing orders (MOs), it is
+sometimes necessary to prioritize one |SO| or |MO| over another. In situations where there is
+insufficient stock on-hand to fulfill every |SO| or |MO|, ensuring that products and components are
+reserved for priority orders is essential.
+
+In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign products to specific sales
+orders |SOs|, or components to specific |MOs|. This ensures the products or components are available
+for those orders, and are not used by mistake.
+
+Configuration
+=============
+
+To use allocation reports, the *Allocation Report for Manufacturing Orders* feature **must** be
+enabled. To do so, navigate to :menuselection:`Manufacturing app --> Configuration --> Settings`,
+and tick the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`. Then, click
+:guilabel:`Save`.
+
+For products that are sold, it is also necessary to configure them so they can be included in |SOs|.
+To do so, begin by navigating to :menuselection:`Inventory --> Products --> Products`, and select a
+product. Under the :guilabel:`Product Name` field on the product form, make sure that the
+:guilabel:`Can Be Sold` checkbox is ticked.
+
+Allocate products
+=================
+
+To allocate products or components from an |MO| to an |SO|, or to a different |MO|, begin by
+navigating to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`. Click
+:guilabel:`New` to create a new |MO|.
+
+On the |MO| form, select a product in the :guilabel:`Product` field, and specify the quantity to be
+produced in the :guilabel:`Quantity` field. Finally, click :guilabel:`Confirm` to confirm the |MO|.
+
+The rest of the allocation workflow depends on the current on-hand quantity of the product being
+manufactured, and whether or not there are any |SOs| or |MOs| which require the product, but have
+not already been allocated units.
+
+If there **are** existing |SOs| and |MOs| that require the product, **and** there are too few units
+of the product on-hand to fulfill those orders, then an :icon:`fa-list` :guilabel:`Allocation` smart
+button appears at the top of the page as soon as the |MO| is confirmed.
+
+If there **are** existing |SOs| and |MOs| that require the product, **and** there are enough units
+of the product on-hand to fulfill those orders, then the :icon:`fa-list` :guilabel:`Allocation`
+smart button only appears at the top of the page once the |MO| has been marked as done, by clicking
+:guilabel:`Produce All`.
+
+.. image:: allocation/allocation-button.png
+   :align: center
+   :alt: The Allocation smart button at the top of an MO.
+
+.. note::
+   If there **are not** any existing |SOs| and |MOs| that require the product, the :icon:`fa-list`
+   :guilabel:`Allocation` smart button does not appear, even when the |MO| has been marked as done.
+
+Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the :guilabel:`MRP Reception
+Report` for the |MO|. This report lists open delivery orders or |MOs|, depending on the type of
+product produced in the original |MO|.
+
+Allocate to delivery order
+--------------------------
+
+If the |MO| contains a finished product, the report lists any open delivery orders for which
+quantities of the product have yet to be reserved.
+
+.. example::
+   An |MO| is created to produce three units of a *rocking chair*. Clicking the
+   :guilabel:`Allocation` smart button on the |MO| opens an allocation report that lists open
+   delivery orders that require one or more rocking chairs.
+
+Click the :guilabel:`Assign All` button to the right of a specific order to assign products for each
+quantity required to fulfill that order.
+
+.. example::
+   If an order requires one quantity of four units of the product, and one quantity of one unit of
+   the product, clicking :guilabel:`Assign All` assigns five units of the product to fulfill both
+   quantities.
+
+Alternatively, click :guilabel:`Assign` next to a specific quantity to only assign products to that
+quantity, and not any others in the order.
+
+.. example::
+   If an order requires one quantity of four units of the product, and one quantity of one unit of
+   the product, clicking :guilabel:`Assign` next to the quantity of one unit assigns a product to
+   that quantity, but leaves the quantity of four units without any products assigned.
+
+.. image:: allocation/product-reception-report.png
+   :align: center
+   :alt: The MRP Reception Report for an MO containing finished products.
+
+Allocate to MO
+--------------
+
+If the |MO| contains a component, the report lists any open |MOs| for which quantities of the
+component have yet to be reserved.
+
+.. example::
+   An |MO| is created to produce three units of *wood*, which is used as a component for the
+   *rocking chair* product. Clicking the :guilabel:`Allocation` smart button on the |MO| opens an
+   allocation report that lists open rocking chair |MOs| that require one or more pieces of wood.
+
+Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right of a specific |MO| to
+assign components to that |MO|.
+
+.. image:: allocation/component-reception-report.png
+   :align: center
+   :alt: The MRP Reception Report for an MO containing components.
+
+Unassign products
+-----------------
+
+After assigning products to a quantity within a delivery order, or components to an |MO|,
+the :guilabel:`Assign` button turns into an :guilabel:`Unassign` button. Click :guilabel:`Unassign`
+to unreserve the assigned products from that quantity, making them available for other quantities.
+
+Print labels
+------------
+
+After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the :guilabel:`Print Labels` or
+:guilabel:`Print Label` button to the right of either button becomes selectable. Selecting either
+button generates and downloads a PDF document with one label for each product that was assigned.
+These labels are used to designate each product as being reserved for that specific order.
+
+.. image:: allocation/assigned-labels.png
+   :align: center
+   :alt: The assignment labels generated by clicking Print Labels or Print Label.