[IMP] Manufacturing: Update MPS

closes odoo/documentation#9979

X-original-commit: e79a2e674d
Signed-off-by: John Holton (hojo) <hojo@odoo.com>

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

@@ -1,101 +1,271 @@
-==================================
-Use the Master Production Schedule
-==================================
+==========================
+Master production schedule
+==========================
 
-.. _manufacturing/management/use_mps:
+.. |SO| replace:: :abbr:`SO (sales order)`
+.. |PO| replace:: :abbr:`PO (purchase order)`
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |SOs| replace:: :abbr:`SOs (sales orders)`
+.. |POs| replace:: :abbr:`POs (purchase orders)`
+.. |MOs| replace:: :abbr:`MOs (manufacturing orders)`
+.. |MPS| replace:: :abbr:`MPS (Master Production Schedules)`
+.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RfQs| replace:: :abbr:`RfQs (Requests for Quotation)`
 
-The Master Production Schedule (MPS) is a valuable tool to plan your
-production based on your demand forecast.
+In Odoo's *Manufacturing* app, the *master production schedule* (MPS) is used to manually plan
+manufacturing orders (MOs) and purchase orders (POs), based on forecasted quantities of products and
+components.
 
-Configuration
+By considering the impact of confirmed |MOs| and |POs|, along with manually adjusted demand
+forecasts, the |MPS| can be used to manage long-term product replenishment. This ensures the
+continued availability of the necessary products and components.
+
+Since the |MPS| allows for manual intervention, it is useful for replenishing products where the
+demand of existing sales orders (SOs) does **not** reflect probable future demand.
+
+.. example::
+   A retail store sells artificial *Christmas trees* during the holiday season. It is currently
+   September, and the store has less than ten Christmas tree |MOs| confirmed for the month of
+   December.
+
+   Despite the number of confirmed |MOs|, the procurement manager knows that the demand for
+   Christmas trees in December is going to be much higher, once the holiday season starts. As a
+   result, they manually enter a greater demand in the |MPS|, so they can properly replenish the
+   product in time for the increase in customer demand.
+
+.. important::
+   It is essential to remember that the |MPS| is a **MANUAL** tool. Adding a product to the |MPS|
+   does not cause it to be manufactured or purchased automatically. The |MPS| simply suggests the
+   amount of the product that should be replenished, but requires user input to create the |MOs| or
+   |POs| that are used to replenish it.
+
+   For this reason, it is recommended that the |MPS| **NOT** be used alongside reordering rules for
+   the same product. Because reordering rules are an automated workflow, they conflict with the
+   manual replenishment method of |MPS|. Using both, in unison, can lead to inaccurate forecasts and
+   the creation of unnecessary replenishment orders.
+
+Enable and configure |MPS|
+==========================
+
+To use the |MPS| feature, navigate to :menuselection:`Manufacturing app --> Configuration -->
+Settings`, and tick the :guilabel:`Master Production Schedule` checkbox in the :guilabel:`Planning`
+section. Finally, click :guilabel:`Save`.
+
+After enabling the :guilabel:`Master Production Schedule` feature, two new fields appear under it on
+the :guilabel:`Settings` page: :guilabel:`Time Range` and :guilabel:`Number of Columns`.
+
+The :guilabel:`Time Range` field is used to select the period of time over which planning takes
+place, and offers three options: :guilabel:`Monthly`, :guilabel:`Weekly`, and :guilabel:`Daily`. For
+example, if :guilabel:`Monthly` is selected, the |MPS| plans the production requirements of products
+and components on a monthly basis.
+
+The :guilabel:`Number of Columns` field is used to specify the quantity of the selected
+:guilabel:`Time Range` units shown on the |MPS| page. For example, if the :guilabel:`Time Range`
+field is set to :guilabel:`Monthly`, and `12` is entered in the :guilabel:`Number of Columns` field,
+the |MPS| shows one column for the next 12 months, starting with the current month.
+
+If the values of the :guilabel:`Time Range` or :guilabel:`Number of Columns` fields are altered,
+click :guilabel:`Save` again to save the changes.
+
+.. image:: use_mps/mps-setting.png
+   :align: center
+   :alt: The MPS setting in the Manufacturing app's settings.
+
+|MPS| dashboard
+===============
+
+To open the |MPS|, navigate to :menuselection:`Manufacturing app --> Planning --> Master Production
+Schedule`. The |MPS| view appears as follows:
+
+.. image:: use_mps/mps.png
+   :align: center
+   :alt: The Master Production Schedule in the Manufacturing app.
+
+The grey column on the left side of the screen shows a section for every product added to the |MPS|,
+with each product section being broken down into smaller rows. The information shown in the rows
+depends on the filters selected in the :guilabel:`Search...` bar drop-down menu at the top of the
+page. The default categories that appear in the rows are:
+
+- :guilabel:`[Product] by [unit]` :icon:`fa-area-chart`: the forecasted stock quantity at the
+  beginning of each time period. :guilabel:`[Product]` and :icon:`fa-area-chart` are selectable
+  buttons which open the product's page, or the forecast report for the product, respectively.
+- :guilabel:`- Forecasted Demand`: the demand forecast, which is entered manually. This represents
+  an estimate of the demand for the product during each time period.
+- :guilabel:`- Indirect Demand Forecast`: while this is a default category, it **only** appears for
+  products that are components of other products. It represents the demand for the component from
+  existing MOs.
+- :guilabel:`+ Suggested Replenishment`: the quantity of the product that is suggested to be
+  replenished through |MOs| or |POs|. To the right of the category title is a
+  :guilabel:`Replenish` button, which is used to manually replenish the product, based on the
+  quantity suggested to be replenished.
+
+  .. figure:: use_mps/replenish-button.png
+     :align: center
+     :alt: The Replenish button on the "+ Suggested Replenishment" row.
+
+     The "Replenish" button on the "+ Suggested Replenishment" row.
+
+- :guilabel:`= Forecasted Stock`: the quantity of the product forecasted to be in stock at the end
+  of each time period, assuming that suggested replenishment numbers are fulfilled.
+
+Altogether, these default categories form an equation:
+
+.. math::
+   \text{Forecasted Demand} + \text{Suggested Replenishment} = \text{Forecasted Stock}
+
+In the case of components, the :guilabel:`Indirect Demand Forecast` is taken into account as well.
+
+The :guilabel:`- Forecasted Demand` and :guilabel:`+ Suggested Replenishment` fields can be edited
+for any of the time periods to the right of the product column. Doing so changes the equation, and
+updates the value displayed in the :guilabel:`Forecasted Stock` field.
+
+Changing the value in the :guilabel:`+ Suggested Replenishment` field also makes an :icon:`fa-times`
+:guilabel:`(reset)` button appear to the left of the field. Click the :icon:`fa-times`
+:guilabel:`(reset)` button next to the field to reset its value back to the one calculated by the
+|MPS|.
+
+.. important::
+   While the |MPS| can be used with only the default categories enabled, it is advisable to also
+   enable the :guilabel:`Actual Demand` category. This is done by clicking the :icon:`fa-caret-down`
+   :guilabel:`(down arrow)` on the right side of the :guilabel:`Search...` bar, and enabling the
+   :guilabel:`Actual Demand` option under the :guilabel:`Rows` header.
+
+   With the :guilabel:`Actual Demand` option enabled, the :guilabel:`- Forecasted Demand` category
+   changes to the :guilabel:`- Actual / Forecasted Demand` category. In addition to the manually
+   entered forecasted demand, this category also displays the confirmed demand for the product,
+   which is based on confirmed |SOs|.
+
+Each column to the right of the products column lists one unit of the time period selected in the
+*Time Range* field on the *Manufacturing* app *Settings* page (ex. months). The number of time
+period columns corresponds to the value entered in the *Number of Columns* field.
+
+The first time period column represents the current time period. For example, if the |MPS| is
+configured to use months, the first column displays data for the current month. On this first
+column, the :guilabel:`+ Suggested Replenishment` field appears in one of five colors:
+
+- :guilabel:`Green`: a replenishment order must be generated to keep stock at the :guilabel:`Safety
+  Stock Target`.
+- :guilabel:`Gray`: a replenishment order has already been generated to keep stock at the
+  :guilabel:`Safety Stock Target`.
+- :guilabel:`Yellow`: a replenishment order has already been generated, but the quantity it was
+  created for is not enough to keep stock at the :guilabel:`Safety Stock Target`.
+- :guilabel:`Red`: a replenishment order has already been generated, but the quantity it was created
+  for puts the amount of stock above the :guilabel:`Safety Stock Target`.
+
+The :guilabel:`+ Suggested Replenishment` field appears white, if no replenishment order has been
+generated, and it is not necessary to generate one at the current moment.
+
+Add a product
 =============
 
-Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` and
-activate the Master Production Schedule feature before hitting save.
+To use |MPS| to manage the replenishment of a product, navigate to :menuselection:`Manufacturing app
+--> Planning --> Master Production Schedule`. At the top of the |MPS| page, click :guilabel:`Add a
+Product` to open the :guilabel:`Add a Product` pop-up window.
 
-.. tip::
-        In the MPS settings, you can define the time range of your MPS (month/week/day)
-        and the number of periods you want to display at all times.
+.. important::
+   Products **must** be properly configured to be replenished through the |MPS|.
 
-Now, go to :menuselection:`Planning --> Master Production Schedule` and click on *add a
-product*. You can now define your safety stock target (= the stock you
-want to have on hand at the end of the period) and the minimum and
-maximum quantities that must or can be replenished in each period.
+   In the case of manufactured products, the *Manufacture* route must be selected in the *Routes*
+   section of the *Inventory* tab, on the product's form.
 
-.. image:: use_mps/mps_1.png
-    :align: center
+   In the case of products that are purchased, the *Buy* route must be selected in the *Routes*
+   section of the *Inventory* tab, on the product's form. Additionally, a vendor and the price they
+   sell the product for must also be specified on the *Purchase* tab.
 
-In the MPS view, you can decide which information you would like to display
-by clicking on *rows*. For instance, the *Actual demand* will show you which
-quantity of products has already been ordered for the period, or *Available to Promise*,
-what can still be sold during that same period (what you plan to replenish - what
-is already sold during the period). You can also decide to hide rows if you like.
+On the pop-up window, select the product to add in the :guilabel:`Product` drop-down menu. If the
+product is replenished through manufacturing, select the product's |BoM| in the :guilabel:`Bill of
+Materials` field.
 
-.. image:: use_mps/mps_2.png
-    :align: center
+.. note::
+   Selecting a BoM when adding a product to the |MPS| also adds any components listed on the BoM. If
+   it is not necessary to manage the replenishment of components through the |MPS|, simply leave the
+   :guilabel:`Bill of Materials` field blank.
 
-Estimate your demand and launch replenishment
-=============================================
+If the database is configured with multiple warehouses, a :guilabel:`Production Warehouse` field
+appears on the :guilabel:`Add a Product` pop-up window. Use this field to specify which warehouse
+the product is replenished to.
 
-The next step is to estimate the demand for the chosen period. This is done
-in the *Forecasted Demand* Row. You can easily, at any time, compare the demand
-forecast with the actual demand (= confirmed sales). The demand forecast for a
-finished product will impact the indirect demand for its components.
+In the :guilabel:`Safety Stock Target` field, specify the minimum quantity of the product that
+should be kept available for orders at all times. For example, if there should always be 20 units of
+the product available for order fulfillment, enter `20` in the :guilabel:`Safety Stock Target`
+field.
 
-.. image:: use_mps/mps_3.png
-    :align: center
+In the :guilabel:`Minimum to Replenish` field, enter the minimum product quantity for orders created
+to replenish the product. For example, if `5` is entered in this field, replenishment orders for the
+product include a minimum of five units.
 
-Once the forecasted demand has been set, the quantity to replenish for the
-different periods will automatically be computed. The replenishments you are supposed
-to launch based on your lead times (vendor lead time or manufacturing lead time)
-are then displayed in green. You can now launch the replenishment by clicking
-on the replenish button.
+In the :guilabel:`Maximum to Replenish` field, enter the maximum product quantity for orders created
+to replenish the product. For example, if `100` is entered in this field, replenishment orders for
+the product include a maximum of 100 units.
 
-Depending on the configuration of the product (buy vs. manufacture),
-requests for quotations or manufacturing orders will be created. You can
-easily access those by clicking on the *Actual Replenishment* cell.
+Finally, click :guilabel:`Save` to add the product to the |MPS|. The product now appears on the
+|MPS| page each time it is opened. If a |BoM| was selected in the :guilabel:`Bill of Materials`
+field of the :guilabel:`Add a Product` pop-up window, any components listed on the |BoM| appear on
+the page, as well.
 
-.. image:: use_mps/mps_4.png
-    :align: center
+.. image:: use_mps/add-a-product.png
+   :align: center
+   :alt: The Add a Product pop-up window in the MPS.
 
-In case you manually edit the *Suggested Replenishment* quantity, a small cross
-will appear on the left hand side of the cell. In case you want to go back to the
-automatically computed value given by Odoo, simply click the cross.
+Edit a product
+--------------
 
+After adding a product to the |MPS|, it may be necessary to change the replenishment values entered
+on the :guilabel:`Add a Product` pop-up window. To do so, click the :guilabel:`# ≤…≤ #` button to
+the immediate right of the :guilabel:`Replenish` button, on the :guilabel:`+ Suggested
+Replenishment` row, below the product's name.
 
-Cells color signification
-=========================
+.. note::
+   The first and second number displayed on the :guilabel:`# ≤…≤ #` button correspond to the values
+   entered in the :guilabel:`Minimum to Replenish` and :guilabel:`Maximum to Replenish` fields when
+   adding the product to the |MPS|.
 
-The cells, which are part of the *Suggested Replenishment* line, can take
-different colors depending on the situation:
+   For example, if `5` was entered in the :guilabel:`Minimum to Replenish` field, and `100` was
+   entered in the :guilabel:`Maximum to Replenish` field, the button appears as :guilabel:`5 ≤…≤
+   100`.
 
--  **Green**: quantity of products which should be replenished to reach the expected safety stock considering the demand forecast and the indirect demand forecast.
+Clicking the :guilabel:`# ≤…≤ #` button opens the :guilabel:`Edit Production Schedule` pop-up
+window. This pop-up window is the same as the :guilabel:`Add a Product` pop-up window, except that
+the :guilabel:`Product` and :guilabel:`Bill of Materials` fields cannot be edited.
 
--  **Grey**: replenishment order has already been generated, and its quantity still matches current data.
+On the :guilabel:`Edit Production Schedule` pop-up window, enter the desired values in the
+:guilabel:`Safety Stock Target`, :guilabel:`Minimum to Replenish`, and :guilabel:`Maximum to
+Replenish` fields. Then, click :guilabel:`Save` to save the changes.
 
--  **Red**: replenishment order has already been generated, and its quantity was too high considering current data.
+Remove a product
+----------------
 
--  **Orange**: replenishment order has already been generated, and its quantity was too low considering current data.
+To remove a product from the |MPS|, tick the checkbox to the left of its name. Then, click the
+:icon:`fa-cog` :guilabel:`Actions` button at the top of the screen, and select :guilabel:`Delete`
+from the resulting drop-down menu. Finally, click :guilabel:`Ok` on the :guilabel:`Confirmation`
+pop-up window.
 
-The *Forecasted stock* line can also contain red cells, which means
-the stock will be negative during the period in question.
+Deleting a product from the |MPS| removes it, along with all of its data. If the product is
+re-added, its replenishment values must be reconfigured.
 
-What if I have underestimated the demand?
------------------------------------------
+|MPS| replenishment
+===================
 
-You can still increase the demand forecast. It will impact the quantity
-to replenish. The cell will become orange, and you’ll be able to launch
-a new replenishment.
+Products in the |MPS| can be replenished in one of three ways:
 
-What if I have overestimated the demand?
-----------------------------------------
+- Click the :guilabel:`Replenish` button at the top of the screen to generate replenishment orders
+  for every product below its :guilabel:`Safety Stock Target` for the current month.
+- Click the :guilabel:`Replenish` button on the right side of the :guilabel:`+ Suggested
+  Replenishment` row of a specific product, to generate a replenishment order for that specific
+  product.
+- Tick the checkbox to the left of the product name of one or more products. Then, click the
+  :icon:`fa-cog` :guilabel:`Actions` button at the top of the screen, and select
+  :guilabel:`Replenish` from the resulting drop-down menu. Doing so generates a replenishment order
+  for each selected product.
 
-You can decrease the demand forecast. The cell will become red to inform
-you that you’ve ordered more than planned. If you’re still able to do
-it, you can cancel some RFQ or MO manually.
+The type of replenishment order generated corresponds to the route selected on the *Inventory* tab
+of the product's form:
 
-What if I wrongly added a product to the MPS?
----------------------------------------------
-
-You can easily remove a product from the MPS by clicking the small bin
-on the right of its name.
+- If the *Buy* route is selected, an |RfQ| is generated to replenish the product. |RfQs| can be
+  selected by navigating to the :menuselection:`Purchase` app. Any |RfQ| generated by the |MPS|
+  lists :guilabel:`MPS` in its :guilabel:`Source Document` field.
+- If the *Manufacture* route is selected, an |MO| is generated to replenish the product. |MOs| can
+  be selected by navigating to :menuselection:`Manufacturing app --> Operations --> Manufacturing
+  Orders`. Any |MO| generated by the |MPS| lists :guilabel:`MPS` in its :guilabel:`Source Document`
+  field.