diff --git a/content/applications/inventory_and_mrp/manufacturing/management.rst b/content/applications/inventory_and_mrp/manufacturing/management.rst index 83216df75..4ccc6545d 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management.rst @@ -15,3 +15,4 @@ Manufacturing management management/subcontracting management/use_mps management/using_work_centers + management/work_center_time_off diff --git a/content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst b/content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst new file mode 100644 index 000000000..13b05d76b --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst @@ -0,0 +1,121 @@ +============================================ +Make work centers unavailable using Time Off +============================================ + +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 +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. + +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. + +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. + +.. 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. + +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. + +To create a work center, navigate to :menuselection:`Manufacturing --> Configuration --> Work +Centers --> Create`. + +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. + +.. image:: work_center_time_off/work-center-equipment-tab.png + :align: center + :alt: The equipment tab on a work center form. + +For the work center that will be made unavailable, select the second work center on 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. + +.. image:: work_center_time_off/alternative-work-center-selection.png + :align: center + :alt: A work center form configured with an alternative work center. + +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. + +.. 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. + +.. 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. + +.. image:: work_center_time_off/time-off-form.png + :align: center + :alt: The "Resource Time Off" form. + +Route orders to an alternative work center +========================================== + +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. + +Begin by creating a new manufacturing order by selecting :menuselection:`Operations --> +Manufacturing Orders --> Create`. On the manufacturing order form, specify a :guilabel:`Product` +that uses the unavailable work center for one of its operations. Click :guilabel:`Confirm` to +confirm the work order. + +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. + +.. image:: work_center_time_off/mo-plan-button.png + :align: center + :alt: The Plan button on a manufacturing order. + +Click :guilabel:`Plan` and the work center listed under the :guilabel:`Work Orders` tab is +automatically changed to the alternative work center. + +.. image:: work_center_time_off/work-center-planning.png + :align: center + :alt: The selected work center updates automatically after clicking the Plan button. + +Once the time-off period for the unavailable work center ends, Odoo recognizes that the work center +is available again. 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