[IMP] MRP: Backorders Shop Floor workflow
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Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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Manufacturing backorders
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========================
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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In some cases, the full quantity of a manufacturing order cannot be produced immediately. When this
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happens, Odoo *Manufacturing* allows for the manufacturing of partial quantities of the order and
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creates a *backorder* for the remaining amount.
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@ -63,127 +65,67 @@ order.
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If only some of the remaining units are manufactured immediately, create another backorder for the
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remainder by following the steps detailed in this section.
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Create a backorder from tablet view
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===================================
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Create a backorder in Shop Floor
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================================
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Backorders for manufacturing orders can also be created from the work order tablet view.
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Backorders for manufacturing orders can also be created from the *Shop Floor* module.
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.. note::
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In order to use tablet view, the *Work Orders* setting must be enabled. To enable it, navigate to
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:menuselection:`Manufacturing --> Configuration --> Settings`. On the :guilabel:`Settings` page,
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enable the checkbox next to :guilabel:`Work Orders`, then click :guilabel:`Save` to save the
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change. This makes the :guilabel:`Work Orders` tab appear on manufacturing orders, from which the
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tablet view can be opened.
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In order to use the *Shop Floor* module, the *Work Orders* setting must be enabled. To do so,
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navigate to :menuselection:`Manufacturing --> Configuration --> Settings`, enable the
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:guilabel:`Work Orders` checkbox, and then click :guilabel:`Save`.
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.. image:: manufacturing_backorders/work-orders-setting.png
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:align: center
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:alt: The Work Orders setting on the Manufacturing settings page.
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To create a backorder from the *Shop Floor* module, begin by navigating to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select an |MO| for multiple
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units of a product, for which a backorder needs to be created.
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To create a backorder from the tablet view, begin by navigating to :menuselection:`Manufacturing -->
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Operations --> Manufacturing Orders`. Select a manufacturing order with a quantity of two or more or
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create one by clicking :guilabel:`Create`.
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On the |MO|, select the :guilabel:`Work Orders` tab, and then click the :guilabel:`Open Work Order
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(external link icon)` button on the line of the work order to be processed. On the resulting
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:guilabel:`Work Orders` pop-up window, click the :guilabel:`Open Shop Floor` button to open the
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*Shop Floor* module.
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If a new manufacturing order is created, select a product from the :guilabel:`Product` drop-down
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menu and enter a quantity of two or more in the :guilabel:`Quantity` field, then click
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:guilabel:`Confirm` to confirm the order.
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When accessed from a specific work order, the *Shop Floor* module opens to the page for the work
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center where the order is configured to be processed, and isolates the work order's card so that no
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other cards are shown.
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After confirming the manufacturing order, select the :guilabel:`Work Orders` tab and click the
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:guilabel:`📱 (tablet view)` button located on the line of the first work order to enter the tablet view.
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Complete the steps on the work order's card until the :guilabel:`Register Production` step is
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reached, and then click on it to open the :guilabel:`Register Production` pop-up window.
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.. image:: manufacturing_backorders/tablet-view-button.png
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.. important::
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Do **not** click the :guilabel:`# Units` button on the right side of the step. Doing so
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automatically registers the full amount of units as having been produced.
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On the :guilabel:`Register Production` pop-up window, enter the number of units produced in the
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:guilabel:`Quantity` field. Make sure the number entered is *less* than the number of units listed
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to the right of the field. Then, click :guilabel:`Validate`.
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.. image:: manufacturing_backorders/register-production.png
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:align: center
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:alt: The tablet view button for a work order on a manufacturing order.
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:alt: The Register Production pop-up window in the Shop Floor module.
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Once in tablet view, enter the quantity being manufactured immediately in the :guilabel:`Units`
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field at the top left of the tablet view.
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The pop-up window disappears and the :guilabel:`# Units` button on the work order's card updates to
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reflect the number of units produced, as a fraction of the number of units for which the |MO| was
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originally created.
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.. image:: manufacturing_backorders/units-field.png
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:align: center
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:alt: The Units field in the tablet view.
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Next, click the :guilabel:`Mark as Done` button at the bottom-right of the work order's card. The
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work order card begins to fade away. Once it disappears completely, a new work order card appears,
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titled with the original |MO|'s reference number with a `-002` tag added to the end of it.
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The steps for the rest of the workflow depend on whether the manufacturing order being processed
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requires the completion of a single work order or multiple work orders.
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This new reference number represents the backorder |MO|. The original |MO|'s reference number now
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appears with a `-001` tag added to the end of it to distinguish it from the backorder |MO|.
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Single work order
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-----------------
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If the original |MO| has no remaining work orders, it can be closed by selecting the :guilabel:`All`
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filter in the top navigation of the *Shop Floor* module, and then clicking :guilabel:`Close
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Production` at the bottom of the |MO|'s card.
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If the manufacturing order only requires the completion of a single work order, complete the work
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order, then click :guilabel:`Mark As Done And Close MO`. The manufacturing order is closed and a
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backorder for the units that still need to be manufactured is created automatically.
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If the original |MO| has remaining work orders that must be completed before it can be closed, cards
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for these work orders appear on the *Shop Floor* pages for the work centers where they are
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configured to be carried out. They can be processed as normal, and additional backorders can be
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created from their work order cards using the instructions detailed in this section.
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.. image:: manufacturing_backorders/madacmo-button.png
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:align: center
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:alt: The Mark As Done And Close MO button in the tablet view of a work order.
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Once the current work order for the backorder |MO| is ready to be processed, this can also be
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completed as normal, and an additional backorder can be created from its work order card by
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following the instructions detailed in this section.
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Once the remaining units are ready to be manufactured, navigate to :menuselection:`Manufacturing -->
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Operations --> Manufacturing Orders`, then select the backorder manufacturing order, which is titled
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using the reference tag of the original backorder with *002* added to the end.
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On the backorder manufacturing order, select the :guilabel:`Work Orders` tab and click the
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:guilabel:`📱 (tablet view)` button located on the line of the work order to open the tablet view.
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If all of the units in the backorder will be completed immediately, simply click :guilabel:`Mark As
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Done And Close MO` after completing the work order.
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If only some of the remaining units will be manufactured immediately, enter the number in the
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:guilabel:`Units` field at the top left of the tablet view, then click :guilabel:`Mark As Done And
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Close MO` to create another backorder for the remaining units. The new backorder can be processed
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using the steps detailed in this section.
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Multiple work orders
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--------------------
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If the manufacturing order requires the completion of multiple work orders, complete the first work
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order, and then click :guilabel:`Record Production`. This splits the manufacturing order into two
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separate orders, titled *WH/MO/XXXXX-001* and *WH/MO/XXXXX-002*, with *XXXXX* being the number of
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the original order.
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.. image:: manufacturing_backorders/record-production-button.png
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:align: center
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:alt: The Record Production button on a work order.
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The tablet view defaults to showing the first work order for the *002* manufacturing order. Since
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this manufacturing order will not be completed immediately, back out of tablet view by clicking the
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:guilabel:`⬅️ (back)` button twice. Doing so will take you to the *001* order.
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To finish the *001* order, select the :guilabel:`Work Orders` tab and click the :guilabel:`tablet
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view` button located on the line of the next work order. Finally, complete the remaining work
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orders, then click :guilabel:`Mark As Done And Close MO` to close the manufacturing order.
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Once the remaining units are ready to be manufactured, navigate to :menuselection:`Manufacturing -->
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Operations --> Manufacturing Orders`, then select the *002* order. Select the :guilabel:`Work
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Orders` tab and click the :guilabel:`tablet view` button located on the line of the first work
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order.
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If all of the units in the backorder will be completed immediately, simply click :guilabel:`Mark As
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Done And Close MO` after completing all of the work orders.
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If only some of the remaining units will be manufactured immediately, enter the number in the
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:guilabel:`Units` field at the top left of the tablet view, then click :guilabel:`Record Production`
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to create an additional backorder for the remaining units, with *003* at the end of its reference
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tag.
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The *002* backorder and *003* backorder can be completed by following the steps detailed in this
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section.
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.. tip::
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It is also possible to create a backorder in the middle of a manufacturing order, when some but
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not all of the work orders have already been completed. Doing so marks the completed work
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order(s) as :guilabel:`Finished` on the backorder.
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.. example::
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A manufacturing order for four chairs requires the completion of two work orders: *Paint* and
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*Assemble*. While the paint step can be completed immediately for all four chairs, there are
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only enough screws to assemble two of them.
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As a result, the employee responsible for producing the chairs begins by painting all four,
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and marking the *Paint* work order as :guilabel:`Finished` for all of them. Then, they move on
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to the *Assemble* work order. They assemble two of the four chairs, enter that number in the
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:guilabel:`Units` field of the tablet view, and click :guilabel:`Record Production`.
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A backorder manufacturing order is created for the remaining two chairs. On the backorder, the
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*Paint* work order is already marked as :guilabel:`Finished`, and only the *Assemble* work
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order is left to be completed.
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Once more screws are available, the manufacturing employee assembles the remaining chairs and
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clicks :guilabel:`Mark As Done And Close MO` to complete the *Assemble* work order and close
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the backorder manufacturing order.
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After the final work order for the backorder |MO| has been completed, the |MO| can be closed by
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clicking the :guilabel:`Close Production` button at the bottom of the work order's card.
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