[IMP] Manufacturing: work center time off update
closes odoo/documentation#10971
X-original-commit: 1403e60925
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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============================================
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Make work centers unavailable using Time Off
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============================================
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====================
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Work center time off
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====================
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.. |MO| replace:: :abbr:`MO (manufacturing order)`
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In Odoo, *work centers* are used to carry out manufacturing operations at specific locations.
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However, if a work center cannot be used for some reason, work orders begin to pile up at the work
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center until it is operational again.
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As a result, it is necessary to make the work center unavailable in Odoo so that the platform routes
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new work orders to alternative work centers that are operational. Using Odoo *Time Off*, it is
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As a result, it is necessary to make the work center unavailable in Odoo so new work orders are
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routed to alternative work centers that are operational. Using Odoo's **Time Off** app, it is
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possible to designate a work center as being unavailable for a set period of time. Doing so ensures
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that manufacturing operations can continue until the impacted work center is available again.
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manufacturing operations can continue until the impacted work center is available again.
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Configuration
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=============
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Before a work center can be designated as unavailable, the Odoo platform must be properly
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configured. First, it is necessary to enable :ref:`developer mode <developer-mode>`. This allows the
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:guilabel:`Time Off` smart button to appear on each work center's :guilabel:`Working Hours` pop-up
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window.
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*Time Off* smart button to appear on each work center's *Working Hours* page.
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Enable developer mode by going to :menuselection:`Settings`, scrolling to the bottom of the page,
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and clicking :guilabel:`Activate the developer mode` under the :guilabel:`Developer Tools` heading.
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Next, install the **Time Off** app. This is the app used for managing time off for all resources
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within Odoo, including employees and work centers.
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.. image:: work_center_time_off/developer-mode-button.png
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:align: center
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:alt: The "Activate the developer mode" button.
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Next, install the *Time Off* app. This is the app used for assigning time off to all resources
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within Odoo, including employees and work centers. Navigate to :menuselection:`Apps`, then type
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`Time Off` in the :guilabel:`Search...` bar. The card for the :guilabel:`Time Off` module should be
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the only one that appears on the page. Click the green :guilabel:`Install` button on the card to
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install the app.
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.. image:: work_center_time_off/time-off-install-card.png
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:align: center
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:alt: The Time Off module installation card.
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To do so, navigate to the :menuselection:`Apps` app, then search `Time Off` in the search bar. The
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card for the :guilabel:`Time Off` app should be the only one that appears on the page. Click the
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:guilabel:`Install` button on the card to install the app.
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The last step is to properly configure work centers. For this workflow, it is necessary to have at
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least two work centers: one that is made unavailable and a second that receives the work orders that
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the other cannot accept. If no second work center is configured, Odoo cannot route work orders away
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from the unavailable work center and they will pile up in its queue.
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least two work centers: one that is made unavailable, and a second that receives the work orders
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that the other cannot accept. If no second work center is configured, Odoo cannot route work orders
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away from the unavailable work center, and they pile up in its queue.
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To create a work center, navigate to :menuselection:`Manufacturing --> Configuration --> Work
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Centers --> Create`.
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To create a work center, navigate to :menuselection:`Manufacturing app --> Configuration --> Work
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Centers --> New`.
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Make sure that both work centers have the same equipment listed under the :guilabel:`Equipment` tab.
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This ensures that operations carried out at one work center can also be performed at the other.
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.. seealso::
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For a full guide to work center creation, refer to the documentation on :doc:`work centers
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<../advanced_configuration/using_work_centers>`.
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.. image:: work_center_time_off/work-center-equipment-tab.png
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:align: center
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:alt: The equipment tab on a work center form.
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Make sure both work centers have the same equipment listed under the :guilabel:`Equipment` tab. This
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ensures operations carried out at one work center can also be performed at the other.
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For the work center that will be made unavailable, select the second work center on the
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On the work center that is made unavailable, select the second work center from the
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:guilabel:`Alternative Workcenters` drop-down menu. Now, Odoo knows to send work orders to the
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second work center when the first is unavailable for any reason.
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@ -62,60 +53,59 @@ second work center when the first is unavailable for any reason.
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Add time off for a work center
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==============================
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With configuration completed, time off can now be assigned to the work center that will be made
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unavailable. Begin by navigating to :menuselection:`Manufacturing --> Configuration --> Work
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Centers` and selecting the affected work center. Click :guilabel:`Edit`, and then the :guilabel:`↗
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(external link)` button next to the :guilabel:`Working Hours` drop-down menu.
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With configuration completed, time off can now be assigned to a work center. Begin by navigating to
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:menuselection:`Manufacturing app --> Configuration --> Work Centers`, and selecting the affected
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work center. Click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` button on the right side
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of the :guilabel:`Working Hours` drop-down menu, to open the working hours page for the work center.
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.. image:: work_center_time_off/working-hours-button.png
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:align: center
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:alt: The Working Hours "External link" button on the work center form.
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A pop-up appears, titled :guilabel:`Open: Working Hours`. The standard working hours for the work
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center are listed here, along with various other details about it. Since developer mode was enabled,
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there is a :guilabel:`Time Off` button in the top right of the pop-up. Click it to be taken to the
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:guilabel:`Resource Time Off` page.
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The working hours page displays the standard working hours for the work center. With developer mode
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activated, a :icon:`fa-plane` :guilabel:`Time Off` smart button appears at the top of the page.
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Click it to open the :guilabel:`Resource Time Off` page.
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.. image:: work_center_time_off/time-off-button.png
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:align: center
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:alt: The Time Off button on the Working Hours pop-up.
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On this page, click :guilabel:`Create` to configure a new time-off entry. On the time-off form, note
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the :guilabel:`Reason` for the work center closure (broken, maintenance, etc.), select the affected
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work center as the :guilabel:`Resource`, and choose a :guilabel:`Start Date` and :guilabel:`End
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Date` to specify the period during which the work center will be unavailable. Click :guilabel:`Save`
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and the time off for the work center is logged in Odoo.
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On this page, click :guilabel:`New` to configure a new time-off entry. On the time-off form, note
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the :guilabel:`Reason` for the work center closure (e.g. broken equipment, maintenance, etc.),
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select the affected work center as the :guilabel:`Resource`, and choose a :guilabel:`Start Date` and
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:guilabel:`End Date` to specify the period during which the work center is unavailable.
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.. image:: work_center_time_off/time-off-form.png
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:align: center
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:alt: The "Resource Time Off" form.
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Route orders to an alternative work center
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==========================================
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Alternative work center planning
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================================
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Once a work center is within its specified time-off period, work orders sent to it can be
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automatically routed to an alternative work center using the :guilabel:`Plan` button.
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automatically routed to an alternative work center using the *Plan* button.
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Begin by creating a new manufacturing order by selecting :menuselection:`Operations -->
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Manufacturing Orders --> Create`. On the manufacturing order form, specify a :guilabel:`Product`
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Begin by creating a new manufacturing order (MO), by navigating to :menuselection:`Manufacturing app
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--> Operations --> Manufacturing Orders --> New`. On the |MO| form, specify a :guilabel:`Product`
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that uses the unavailable work center for one of its operations. Click :guilabel:`Confirm` to
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confirm the work order.
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confirm the |MO|.
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On the confirmed work order, select the :guilabel:`Work Orders` tab. By default, the unavailable
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work center is specified in the :guilabel:`Work Center` column. There is also a green
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:guilabel:`Plan` button on the top left of the page.
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On the confirmed |MO|, select the :guilabel:`Work Orders` tab. By default, the unavailable work
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center is specified in the :guilabel:`Work Center` column. There is also a :guilabel:`Plan` button
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at the top left of the page.
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.. image:: work_center_time_off/mo-plan-button.png
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Click :guilabel:`Plan`, and the work center listed in the :guilabel:`Work Center` column of the
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:guilabel:`Work Orders` tab is automatically changed to the alternative work center.
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.. figure:: work_center_time_off/before-planning.png
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:align: center
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:alt: The Plan button on a manufacturing order.
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:alt: Before clicking "Plan", the work order is scheduled at "Main Assembly Line".
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Click :guilabel:`Plan` and the work center listed under the :guilabel:`Work Orders` tab is
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automatically changed to the alternative work center.
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Before clicking :guilabel:`Plan`, the work order is scheduled at :guilabel:`Main Assembly Line`.
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.. image:: work_center_time_off/work-center-planning.png
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.. figure:: work_center_time_off/after-planning.png
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:align: center
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:alt: The selected work center updates automatically after clicking the Plan button.
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:alt: After clicking "Plan", the work order is rescheduled at "Alternative Assembly Line".
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Once the time-off period for the unavailable work center ends, Odoo recognizes that the work center
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is available again. At this point, clicking the :guilabel:`Plan` button does not route work orders
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to an alternative work center unless the first one is at capacity.
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After clicking :guilabel:`Plan`, the work order is rescheduled at :guilabel:`Alternative Assembly
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Line`.
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Once the time-off period for the unavailable work center ends, Odoo recognizes the work center is
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available again. At this point, clicking the :guilabel:`Plan` button does not route work orders to
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an alternative work center unless the first one is at capacity.
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