[IMP] mrp: overhaul bom basics 17.0

closes odoo/documentation#9406

X-original-commit: 4d211ed914
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst

@@ -30,7 +30,7 @@ new one by clicking :guilabel:`New`.
 .. admonition:: Learn more
 
    For a complete guide on how to properly configure a new |BOM|, see the documentation on
-   :ref:`creating a bill of materials <manufacturing/management/bill-configuration>`.
+   :doc:`creating a bill of materials <../basic_setup/bill_configuration>`.
 
 On the |BOM|, click on the :guilabel:`Miscellaneous` tab, then enable the :guilabel:`Operation
 Dependencies` checkbox. This makes a new :guilabel:`Blocked By` option available in the settings of

content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst

@@ -2,98 +2,258 @@
 Bill of materials
 =================
 
-.. _manufacturing/management/bill-configuration:
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)`
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
 
-A *bill of materials* (or *BoM* for short) is a document that defines the quantity of each component
-required to make or deliver a finished product. It can also include various operations and the
-individual step guidelines needed to complete a production process.
+A *bill of materials* (or *BoM* for short) documents specific components, along with their
+respective quantities, that are needed to produce or repair a product. In Odoo, |BoMs| as blueprints
+for manufactured goods and kits, and often include production operations and step-by-step
+guidelines, as well.
 
-In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be linked to each product, so
-even product variants can have their own tailored :abbr:`BoMs (Bills of Materials)`.
+BoM setup
+=========
 
-Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the manufacturing process and
-save time.
+To create a |BOM|, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials` and
+click :guilabel:`New`.
 
-Set up a bill of materials (BoM)
-================================
+Next, set the :guilabel:`BoM Type` to :guilabel:`Manufacture this Product`.
 
-The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations or instructions, only
-components. In this case, the production is solely managed using *Manufacturing Orders*.
+Then, specify :ref:`required components <manufacturing/basic_setup/setup-components>` and, if
+necessary, define any :ref:`manufacturing operations <manufacturing/basic_setup/setup-operations>`.
 
-To create a :abbr:`BoM (Bill of Materials)` from the :guilabel:`Manufacturing` module, go to
-:menuselection:`Products --> Bills of Materials`. Then, click :guilabel:`Create`. Next, specify the
-:guilabel:`Product`.
+.. tip::
+   Individual |BOMs| can also be quickly accessed or created by clicking the :guilabel:`Bill of
+   Materials` smart button on any product form, as accessible through the *Sales*, *Inventory*, and
+   *Manufacturing* apps, as well as through any internal links where a product is referenced (such
+   as in a field or a line item).
+
+.. figure:: bill_configuration/bom-example.png
+   :align: center
+   :alt: Show BoM for a product, with components listed.
+
+   BoM for `Drawer`, displaying the **Components** tab.
+
+.. seealso::
+   - :doc:`../advanced_configuration/kit_shipping`
+   - :doc:`../subcontracting/subcontracting_basic`
+
+.. _manufacturing/basic_setup/setup-components:
+
+Components
+----------
+
+In the :guilabel:`Components` tab of a |BOM|, specify components used to manufacture the product by
+clicking :guilabel:`Add a line`. From the :guilabel:`Components` drop-down menu, select from
+existing products or create a new product by typing the name and selecting either the
+:guilabel:`Create " "` option to quickly add the line item, or the :guilabel:`Create and edit...`
+option to add the component and continue to its configuration form.
+
+.. image:: bill_configuration/component.png
+   :align: center
+   :alt: Add a component by selecting it from the drop-down menu.
+
+Optionally, access additional fields by clicking the :icon:`oi-settings-adjust` :guilabel:`(settings
+adjust)` icon to the far-right of the :guilabel:`Components` tab. Tick the checkboxes for the
+following features to enable these columns:
+
+- :guilabel:`Apply on Variants`: specify which :doc:`product variant
+  <../advanced_configuration/product_variants>` each component is used in. When the field is left
+  blank, the component is used in all product variants.
+
+.. _manufacturing/basic_setup/consumed-in-operation:
+
+- :guilabel:`Consumed in Operation`: specify the operation using the component. Useful for
+  determining :ref:`manufacturing readiness <manufacturing/basic_setup/manufacturing-readiness>`.
+- :guilabel:`Manual Consumption`: tick the checkbox to force operators to check the
+  :guilabel:`Consumed` checkbox on a manufacturing order (MO).
+
+  .. image:: bill_configuration/consumed-field.png
+     :align: center
+     :alt: Show a manufacturing order, highlighting the *Consumed* field.
+
+  Not doing so triggers the :guilabel:`Consumption Warning` error message, where the consumed
+  component quantity must be manually inputted. Otherwise, the operation cannot be completed.
+
+  .. image:: bill_configuration/consumption-warning.png
+     :align: center
+     :alt: Show the consumption warning error message.
+
+.. _manufacturing/basic_setup/setup-operations:
+
+Operations
+----------
+
+Add an *operation* to a |BOM| to specify instructions for production and register time spent on an
+operation. To use this feature, first enable the *Work Orders* feature by going to
+:menuselection:`Manufacturing app --> Configuration --> Settings`. In the :guilabel:`Operations`
+section, tick the :guilabel:`Work Orders` checkbox to enable the feature.
+
+.. seealso::
+   :doc:`../advanced_configuration/work_order_dependencies`
+
+.. image:: bill_configuration/enable-work-orders.png
+   :align: center
+   :alt: "Work Orders" feature in the Settings page.
+
+Next, navigate to the |BOM| by going to :menuselection:`Manufacturing app --> Products --> Bill of
+Materials` and selecting the desired |BOM|. To add a new operation, go to the :guilabel:`Operations`
+tab, and click :guilabel:`Add a line`.
+
+Doing so opens the :guilabel:`Create Operations` pop-up window, where the various fields of the
+operation are configured:
+
+- :guilabel:`Operation`: name of the operation.
+- :guilabel:`Work Center`: select existing locations to perform the operation, or create a new work
+  center by typing the name and selecting the :guilabel:`Create " "` option.
+- :guilabel:`Apply on Variants`: specify if this operation is only available for certain product
+  variants. If the operation applies to all product variants, leave this field blank.
+
+  .. seealso::
+     :doc:`Configuring BoMs for product variants <../advanced_configuration/product_variants>`
+
+- :guilabel:`Duration Computation`: choose how time spent on the operation is tracked. Opt for
+  :guilabel:`Compute based on tracked time` to use the operation's time tracker or :guilabel:`Set
+  duration manually` if operators can record and modify time themselves.
+
+  Choosing the :guilabel:`Compute based on tracked time` option enables the :guilabel:`Based on last
+  __ work orders` option, which automatically estimates the time to complete this operation based on
+  the last few operations. Choosing :guilabel:`Set duration manually` enables the :guilabel:`Default
+  Duration` field instead.
+- :guilabel:`Default Duration`: estimated amount of time to complete the operation; used for
+  `planning manufacturing orders <https://www.youtube.com/watch?v=TK55jIq00pc>`_ and determining
+  `work center availability <https://www.youtube.com/watch?v=3YwFlD97Bio>`_.
+- :guilabel:`Company`: specify the company the |BOM| is available in.
+
+Include operation details in the :guilabel:`Work Sheet` tab. Choose :guilabel:`PDF` to attach a file
+or :guilabel:`Google Slide` with *public* access to share a link. Select :guilabel:`Text` to type
+instructions in the :guilabel:`Description` text field.
+
+.. tip::
+   Type `/` for a list of formatting options and features, including ChatGPT.
+
+   .. image:: bill_configuration/description.png
+      :align: center
+      :alt: Show ChatGPT feature to generate instructions for a work order.
+
+.. image:: bill_configuration/create-operations.png
+   :align: center
+   :alt: Fill out the Create Operations pop-up window.
+
+Finally, click :guilabel:`Save \& Close` to close the pop-up window. To add more operations, click
+:guilabel:`Save & New` and repeat the same steps above to configure another operation.
 
 .. note::
-   A :abbr:`BoM (Bill of Materials)` can also be created directly from the product form, in which
-   case the :guilabel:`Product` field is pre-filled.
+   Each operation is unique, as it is always exclusively linked to one |BOM|.
 
-For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type` to
-:guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line` to specify the various
-components that make up the production of the final product and their respective quantities. New
-components can be created quickly through the :abbr:`BoM (Bill of Materials)`, or can be created
-beforehand in :menuselection:`Manufacturing --> Products --> Products --> Create`. Finally, click
-:guilabel:`Save` to finish creating the :abbr:`BoM (Bill of Materials)`.
+.. tip::
+   After creating an operation, click the :guilabel:`Copy Existing Operations` button to choose an
+   operation to duplicate.
 
-.. image:: bill_configuration/bom-form.png
+   .. image:: bill_configuration/copy-existing-operations.png
+      :align: center
+      :alt: Show Operation tab, highlighting the "Copy Existing Operations" field.
+
+Instructions
+~~~~~~~~~~~~
+
+.. important::
+   To add detailed instructions to operations, the *Quality* app must be installed.
+
+Add specific instructions to an existing operation by clicking the operation's :icon:`fa-list-ul`
+:guilabel:`(list)` icon in the :guilabel:`Instructions` column. The number in the
+:guilabel:`Instructions` column shows the number of existing detailed instructions there are for the
+operation.
+
+.. image:: bill_configuration/add-instructions.png
    :align: center
-   :alt: Set up a Bill of Materials.
+   :alt: Show the Instructions column, and list icon.
 
-Specify a bill of materials (BoM) for a product variant
--------------------------------------------------------
-
-:abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product Variants*, with two
-setup options available to choose from.
+On the :guilabel:`Steps` dashboard, click :guilabel:`New` to open a blank quality control point form
+where the new manufacturing step can be created. Here, give the specific instruction a
+:guilabel:`Title` and set the :guilabel:`Type` to :guilabel:`Instructions`. In the
+:guilabel:`Instructions` tab of the form, write out the directions for the step in the operation.
 
 .. note::
-   In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, the product's variant
-   attributes must already be configured on the product form.
+   Further customizations can be made here on this form, beyond ordinary instructions, to also
+   include specific types of quality control points that carry specific (or complex) conditions. For
+   more details about quality control points refer the :doc:`Instruction check
+   <../../quality/quality_check_types/instructions_check>` documentation.
 
-The first method is to create one :abbr:`BoM (Bill of Materials)` per variant by creating a new
-:abbr:`BoM (Bill of Materials)` and specifying the :guilabel:`Product Variant`. The second method
-is to create one master :abbr:`BoM (Bill of Materials)` that contains all of the components, and
-specify which variant each component applies to using the :guilabel:`Apply on Variants` column.
-
-.. image:: bill_configuration/bom-variants.png
+.. image:: bill_configuration/steps.png
    :align: center
-   :alt: Product Variants in the Bill of Materials.
+   :alt: Show the page to add a quality check.
 
-Set up operations
-=================
+Miscellaneous
+-------------
 
-Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify instructions for
-production and register time spent on an operation. To use this feature, first enable the
-:guilabel:`Work Orders` feature in :menuselection:`Manufacturing --> Configuration --> Settings -->
-Operations`.
+The :guilabel:`Miscellaneous` tab contains more |BoM| configurations to customize procurement,
+calculate costs, and define how components are consumed.
 
-Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the :guilabel:`Operations` tab
-and click :guilabel:`Add a line` to add a new operation. In the :guilabel:`Create Operations` box,
-give the operation a name, specify the :guilabel:`Work Center` and duration settings. Like
-components, Odoo gives the option to specify a product variant in the :guilabel:`Apply on Variants`
-field so the operation only applies to that variant. Finally, click :guilabel:`Save & Close`.
+.. _manufacturing/basic_setup/manufacturing-readiness:
 
-.. note::
-   Each operation is unique, as it is always exclusively linked to one :abbr:`BoM (Bill of
-   Materials)`. Operations can be reused when configuring a new :abbr:`BoM (Bill of Materials)`,
-   with the :guilabel:`Copy Existing Operations` feature.
+- :guilabel:`Manufacturing Readiness`: choosing :guilabel:`When components for the 1st operation are
+  available` shows the :guilabel:`Component Status` as a **green** :guilabel:`Not Available`, when
+  only the components that are consumed in the first operation are in stock. This indicates that
+  although not all components are available, operators can at least begin with the first operation.
+  Choosing :guilabel:`When all components are available` displays a **red** :guilabel:`Not
+  Available` component status unless all components are in available.
 
-.. image:: bill_configuration/copy-existing-operations.png
+  .. tip::
+     Specify which operation consumes each component on the |BoM| in the :ref:`Manual Consumption
+     field <manufacturing/basic_setup/consumed-in-operation>`.
+
+  .. image:: bill_configuration/component-status.png
+     :align: center
+     :alt: Show the *Component Status* field on the manufacturing order dashboard.
+
+- :guilabel:`Version`: displays the current |BoM| version, visible with the Odoo *PLM* app installed
+  for managing |BoM| changes.
+- :guilabel:`Flexible Consumption`: specifies if components used can deviate from the quantity
+  defined on the |BoM|. Choose :guilabel:`Blocked` if operators **must** adhere strictly to the
+  |BoM| quantity. Otherwise, choose :guilabel:`Allowed` or :guilabel:`Allowed with Warning`.
+- :guilabel:`Routing`: select the preferred warehouse's manufacturing operation type for products
+  produced in multiple warehouses. If left blank, this warehouse's `Manufacturing` operation type is
+  used by default.
+- :guilabel:`Analytic Distribution`: select pre-created :doc:`analytic distribution models
+  <../../../finance/accounting/reporting/analytic_accounting>` from the list to automatically record
+  the cost of manufacturing products in the chosen journal.
+- :guilabel:`Manuf Lead Time`: define the number of days needed to complete a |MO| from the date of
+  confirmation.
+- :guilabel:`Days to prepare Manufacturing Order`: number of days needed to replenish components, or
+  manufacture sub-assemblies of the product.
+
+.. seealso::
+   - :doc:`Analytic distribution <../../../finance/accounting/reporting/analytic_accounting>`
+   - :doc:`Lead times
+     <../../inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates>`
+
+.. image:: bill_configuration/misc-tab.png
    :align: center
-   :alt: Copy Existing Operations feature.
+   :alt: Show the *Miscellaneous* tab of the BoM.
 
-Add by-products to a bill of materials (BoM)
-============================================
+Add by-products to BoMs
+=======================
 
-A *By-Product* is a residual product that is created during production in addition to the main
-product of a :abbr:`BoM (Bill of Materials)`. Unlike the primary product, there can be more than
-one by-product on a :abbr:`BoM (Bill of Materials)`.
+A *by-product* is a residual product that is created during production in addition to the main
+product of a |BOM|. Unlike the primary product, there can be more than one by-product on a |BOM|.
 
-To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the :guilabel:`By-Products`
-feature in :menuselection:`Manufacturing --> Configuration --> Settings --> Operations`.
+To add by-products to a |BOM|, first enable the *By-Products* feature in
+:menuselection:`Manufacturing app --> Configuration --> Settings`. In the :guilabel:`Operations`
+section, tick the checkbox for :guilabel:`By-Products` to enable the feature.
 
-Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill of Materials)` by
-clicking on the :guilabel:`Operations` tab and clicking :guilabel:`Add a line`. Then, name the
-by-product and indicate the :guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the
-:abbr:`BoM (Bill of Materials)` has configured operations, specify exactly which operation the
-by-product is produced from in the :guilabel:`Produced in Operation` field. Finally, click
-:guilabel:`Save`.
+.. image:: bill_configuration/by-products.png
+   :align: center
+   :alt: "By Products" feature in the settings page.
+
+Once the feature is enabled, add by-products to a |BOM| by clicking the :guilabel:`By-products` tab.
+Click :guilabel:`Add a line`, and fill in the :guilabel:`By-product`, :guilabel:`Quantity`, and
+:guilabel:`Unit of Measure`. Optionally, specify a :guilabel:`Produced in Operation` for the
+by-product.
+
+.. example::
+   The by-product, `Mush`, is created in the `Grind grapes` operation when producing `Red Wine`.
+
+   .. image:: bill_configuration/add-by-product.png
+      :align: center
+      :alt: Show sample by-product in the BoM.

content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst

@@ -70,5 +70,4 @@ to finish adding operations, or :guilabel:`Save & New` to add more.
    The section above provides instructions for creating a basic |BOM| that allows a product to be
    manufactured in Odoo. However, it is by no means an exhaustive summary of all the options
    available when configuring a |BOM|. For more information about bills of materials, see the
-   documentation on how to :ref:`create a bill of materials
-   <manufacturing/management/bill-configuration>`.
+   documentation on how to :doc:`create a bill of materials <bill_configuration>`.

content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst

@@ -10,7 +10,7 @@ Engineering change orders
 .. _plm/eco:
 
 Utilize *engineering change orders* (*ECOs*) to track, implement, and revert change versions made to
-products, and :ref:`bills of materials <manufacturing/management/bill-configuration>`.
+products, and :doc:`bills of materials <../../manufacturing/basic_setup/bill_configuration>`.
 
 Engineering change orders can be created: