diff --git a/content/applications/inventory_and_mrp/manufacturing/management.rst b/content/applications/inventory_and_mrp/manufacturing/management.rst index 75adcc76c..22fedee77 100644 --- a/content/applications/inventory_and_mrp/manufacturing/management.rst +++ b/content/applications/inventory_and_mrp/manufacturing/management.rst @@ -17,3 +17,4 @@ Manufacturing management management/using_work_centers management/work_center_time_off management/scrap_manufacturing + management/manufacturing_backorders diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst new file mode 100644 index 000000000..0511e99df --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst @@ -0,0 +1,189 @@ +======================== +Manufacturing backorders +======================== + +In some cases, the full quantity of a manufacturing order cannot be produced immediately. When this +happens, Odoo *Manufacturing* allows for the manufacturing of partial quantities of the order and +creates a *backorder* for the remaining amount. + +In the *Manufacturing* app, creating a backorder splits the original manufacturing order into two +orders. The reference tag for each order is the tag used for the original order, followed by a +hyphen and then an additional number to indicate that it's a backorder. + +.. example:: + A company creates a manufacturing order with the reference tag *WH/MO/00175*, for 10 units of + *Product X*. After starting work on the manufacturing order, the employee working the production + line realizes there are only enough components in stock to produce five units of the product. + + Instead of waiting for additional stock of the components, they manufacture five units and create + a backorder for the remaining five. This splits the manufacturing order into two separate orders: + *WH/MO/00175-001* and *WH/MO/00175-002*. + + Order *001* contains the five units that have been manufactured, and is immediately marked as + :guilabel:`Done`. Order *002* contains the five units that still need to be manufactured and is + marked as :guilabel:`In Progress`. Once the remaining components are available, the employee + returns to order *002* and manufactures the remaining units before closing the order. + +Create a manufacturing backorder +================================ + +To create a backorder for part of a manufacturing order, begin by navigating to +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a manufacturing order +with a quantity of two or more or create one by clicking :guilabel:`Create`. + +If a new manufacturing order is created, select a product from the :guilabel:`Product` drop-down +menu and enter a quantity of two or more in the :guilabel:`Quantity` field, then click +:guilabel:`Confirm` to confirm the order. + +After manufacturing the quantity that is being produced immediately, enter that number in the +:guilabel:`Quantity` field at the top of the manufacturing order. + +.. image:: manufacturing_backorders/quantity-field.png + :align: center + :alt: The quantity field on a manufacturing order. + +Next, click :guilabel:`Validate`, and a :guilabel:`You produced less than initial demand` pop-up +window appears, from which a backorder can be created. Click :guilabel:`Create Backorder` to split +the manufacturing order into two separate orders, with the reference tags *WH/MO/XXXXX-001* and +*WH/MO/XXXXX-002*. + +.. image:: manufacturing_backorders/create-backorder-button.png + :align: center + :alt: The Create Backorder button on the "You produced less than initial demand" pop-up window. + +Order *001* contains the items that have been manufactured, and is closed immediately. Order *002* +is the backorder that contains the items that have yet to be manufactured, and remains open, to be +completed at a later date. + +Once the remaining units can be manufactured, navigate to :menuselection:`Manufacturing --> +Operations --> Manufacturing Orders`, and then select the backorder manufacturing order. If all of +the remaining units are manufactured immediately, simply click :guilabel:`Validate` to close the +order. + +If only some of the remaining units are manufactured immediately, create another backorder for the +remainder by following the steps detailed in this section. + +Create a backorder from tablet view +=================================== + +Backorders for manufacturing orders can also be created from the work order tablet view. + +.. note:: + In order to use tablet view, the *Work Orders* setting must be enabled. To enable it, navigate to + :menuselection:`Manufacturing --> Configuration --> Settings`. On the :guilabel:`Settings` page, + enable the checkbox next to :guilabel:`Work Orders`, then click :guilabel:`Save` to save the + change. This makes the :guilabel:`Work Orders` tab appear on manufacturing orders, from which the + tablet view can be opened. + + .. image:: manufacturing_backorders/work-orders-setting.png + :align: center + :alt: The Work Orders setting on the Manufacturing settings page. + +To create a backorder from the tablet view, begin by navigating to :menuselection:`Manufacturing --> +Operations --> Manufacturing Orders`. Select a manufacturing order with a quantity of two or more or +create one by clicking :guilabel:`Create`. + +If a new manufacturing order is created, select a product from the :guilabel:`Product` drop-down +menu and enter a quantity of two or more in the :guilabel:`Quantity` field, then click +:guilabel:`Confirm` to confirm the order. + +After confirming the manufacturing order, select the :guilabel:`Work Orders` tab and click the +:guilabel:`📱 (tablet view)` button located on the line of the first work order to enter the tablet view. + +.. image:: manufacturing_backorders/tablet-view-button.png + :align: center + :alt: The tablet view button for a work order on a manufacturing order. + +Once in tablet view, enter the quantity being manufactured immediately in the :guilabel:`Units` +field at the top left of the tablet view. + +.. image:: manufacturing_backorders/units-field.png + :align: center + :alt: The Units field in the tablet view. + +The steps for the rest of the workflow depend on whether the manufacturing order being processed +requires the completion of a single work order or multiple work orders. + +Single work order +----------------- + +If the manufacturing order only requires the completion of a single work order, complete the work +order, then click :guilabel:`Mark As Done And Close MO`. The manufacturing order is closed and a +backorder for the units that still need to be manufactured is created automatically. + +.. image:: manufacturing_backorders/madacmo-button.png + :align: center + :alt: The Mark As Done And Close MO button in the tablet view of a work order. + +Once the remaining units are ready to be manufactured, navigate to :menuselection:`Manufacturing --> +Operations --> Manufacturing Orders`, then select the backorder manufacturing order, which is titled +using the reference tag of the original backorder with *002* added to the end. + +On the backorder manufacturing order, select the :guilabel:`Work Orders` tab and click the +:guilabel:`📱 (tablet view)` button located on the line of the work order to open the tablet view. +If all of the units in the backorder will be completed immediately, simply click :guilabel:`Mark As +Done And Close MO` after completing the work order. + +If only some of the remaining units will be manufactured immediately, enter the number in the +:guilabel:`Units` field at the top left of the tablet view, then click :guilabel:`Mark As Done And +Close MO` to create another backorder for the remaining units. The new backorder can be processed +using the steps detailed in this section. + +Multiple work orders +-------------------- + +If the manufacturing order requires the completion of multiple work orders, complete the first work +order, and then click :guilabel:`Record Production`. This splits the manufacturing order into two +separate orders, titled *WH/MO/XXXXX-001* and *WH/MO/XXXXX-002*, with *XXXXX* being the number of +the original order. + +.. image:: manufacturing_backorders/record-production-button.png + :align: center + :alt: The Record Production button on a work order. + +The tablet view defaults to showing the first work order for the *002* manufacturing order. Since +this manufacturing order will not be completed immediately, back out of tablet view by clicking the +:guilabel:`⬅️ (back)` button twice. Doing so will take you to the *001* order. + +To finish the *001* order, select the :guilabel:`Work Orders` tab and click the :guilabel:`tablet +view` button located on the line of the next work order. Finally, complete the remaining work +orders, then click :guilabel:`Mark As Done And Close MO` to close the manufacturing order. + +Once the remaining units are ready to be manufactured, navigate to :menuselection:`Manufacturing --> +Operations --> Manufacturing Orders`, then select the *002* order. Select the :guilabel:`Work +Orders` tab and click the :guilabel:`tablet view` button located on the line of the first work +order. + +If all of the units in the backorder will be completed immediately, simply click :guilabel:`Mark As +Done And Close MO` after completing all of the work orders. + +If only some of the remaining units will be manufactured immediately, enter the number in the +:guilabel:`Units` field at the top left of the tablet view, then click :guilabel:`Record Production` +to create an additional backorder for the remaining units, with *003* at the end of its reference +tag. + +The *002* backorder and *003* backorder can be completed by following the steps detailed in this +section. + +.. tip:: + It is also possible to create a backorder in the middle of a manufacturing order, when some but + not all of the work orders have already been completed. Doing so marks the completed work + order(s) as :guilabel:`Finished` on the backorder. + + .. example:: + A manufacturing order for four chairs requires the completion of two work orders: *Paint* and + *Assemble*. While the paint step can be completed immediately for all four chairs, there are + only enough screws to assemble two of them. + + As a result, the employee responsible for producing the chairs begins by painting all four, + and marking the *Paint* work order as :guilabel:`Finished` for all of them. Then, they move on + to the *Assemble* work order. They assemble two of the four chairs, enter that number in the + :guilabel:`Units` field of the tablet view, and click :guilabel:`Record Production`. + + A backorder manufacturing order is created for the remaining two chairs. On the backorder, the + *Paint* work order is already marked as :guilabel:`Finished`, and only the *Assemble* work + order is left to be completed. + + Once more screws are available, the manufacturing employee assembles the remaining chairs and + clicks :guilabel:`Mark As Done And Close MO` to complete the *Assemble* work order and close + the backorder manufacturing order. diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/create-backorder-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/create-backorder-button.png new file mode 100644 index 000000000..650c9602c Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/create-backorder-button.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/madacmo-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/madacmo-button.png new file mode 100644 index 000000000..5e6c32173 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/madacmo-button.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/quantity-field.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/quantity-field.png new file mode 100644 index 000000000..376dfb505 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/quantity-field.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/record-production-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/record-production-button.png new file mode 100644 index 000000000..72169d0d6 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/record-production-button.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/tablet-view-button.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/tablet-view-button.png new file mode 100644 index 000000000..c366e93bf Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/tablet-view-button.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/units-field.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/units-field.png new file mode 100644 index 000000000..bda745a63 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/units-field.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/work-orders-setting.png b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/work-orders-setting.png new file mode 100644 index 000000000..55a048da2 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders/work-orders-setting.png differ