[ADD] PLM: version control

closes odoo/documentation#6289

Author:    Felicious <feku@odoo.com>
X-original-commit: 6a5c340a26
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/inventory_and_mrp/plm/manage_changes.rst

@@ -7,3 +7,4 @@ Change management
 
    manage_changes/eco_type
    manage_changes/engineering_change_orders
+   manage_changes/version_control

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

@@ -0,0 +1,169 @@
+===============
+Version control
+===============
+
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)`
+.. |ECO| replace:: :abbr:`ECO (Engineering Change Order)`
+.. |ECOs| replace:: :abbr:`ECOs (Engineering Change Orders)`
+
+Use Odoo's *Product Lifecycle Management (PLM)* to manage previous versions of bills of materials
+(BoMs). Store former assembly instructions, component details, and past product design files while
+keeping the past details out of the production |BOM|.
+
+Easily revert to previous |BOM| versions, when needed. Additionally, use *PLM* to trace which |BOM|
+version was active on specific dates for recalls or customer complaints.
+
+Every |BOM| version is stored in an *engineering change order* (ECO) for organized testing and
+improvements without disrupting normal manufacturing operations.
+
+.. seealso::
+   :ref:`Engineering change order <plm/eco>`
+
+Current BoM version
+===================
+
+To see the current version of the |BOM| used in production, go to :menuselection:`PLM app --> Master
+Data --> Bill of Materials`, and select the desired |BOM| from the list. Then, switch to the
+:guilabel:`Miscellaneous` tab, where the currently live :guilabel:`Version` of the |BOM| is
+displayed.
+
+.. note::
+   |BOMs| can also be accessed from :menuselection:`Manufacturing app --> Products --> Bill of
+   Materials`.
+
+.. image:: version_control/current-version.png
+   :align: center
+   :alt: Show the current version BOM in the Misc tab.
+
+Version history
+===============
+
+To manage all former, current, and future versions of a |BOM|, begin by navigating to
+:menuselection:`Manufacturing app --> Products --> Bills of Materials` and click the desired |BOM|.
+
+From the |BOM| page, click the :guilabel:`ECO` smart button, and switch to list view by selecting
+the :guilabel:`≣ (four horizontal lines)` icon on the top right corner.
+
+.. note::
+   The :guilabel:`ECO` smart button is visible on the |BOM| **only** if the *PLM* app is installed.
+
+.. image:: version_control/eco-smart-button.png
+   :align: center
+   :alt: Show ECO smart button on a BoM.
+
+In the list of |ECOs| for the product, navigate to the search bar at the top, and click the
+:guilabel:`▼ (down arrow)` icon on the right to access a drop-down menu of :guilabel:`Filters`.
+
+Next, filter by :guilabel:`Done` |ECOs| to view: the revision history of the |BOM|, the
+:guilabel:`Responsible` user who applied the change, and the :guilabel:`Effective Date` of the
+|BOM|.
+
+Click each |ECO| to view the past components, operations, and design files associated with the
+|BOM|.
+
+.. image:: version_control/eco-list.png
+   :align: center
+   :alt: Display ECO revision history for a BoM for a product.
+
+.. note::
+   If the :guilabel:`Effective Date` field is empty, the :guilabel:`Effective` date of the |ECO| is
+   automatically set to :guilabel:`As soon as possible` and no dates are recorded in the revision
+   history of the |BOM|.
+
+   .. image:: version_control/no-effective-date.png
+      :align: center
+      :alt: List of BOM effective dates.
+
+.. tip::
+   A workaround for checking when the |BOM| went live is by navigating to the chatter, and hovering
+   over the time the |ECO| was moved to the :ref:`closing stage <plm/eco/stage-config>`.
+
+Design files
+============
+
+Attach computer-aided design (CAD) files, PDFs, images, or other design material to the |BOM|
+itself.
+
+To do so, navigate to :menuselection:`PLM app --> Master Data --> Bill of Materials`, and select the
+desired |BOM|. On the |BOM|, navigate to the *chatter*, and click the :guilabel:`📎 (paperclip)`
+icon.
+
+The files associated with the |BOM| are displayed in the :guilabel:`Files` section. To add more
+design files, select the :guilabel:`Attach files` button.
+
+.. image:: version_control/attach-files.png
+    :align: center
+    :alt: Show paperclip icon in the chatter to attach files to a BoM.
+
+Manage design files in an ECO
+-----------------------------
+
+Add, modify, and remove files in an |ECO|. Once the |ECO| is approved and applied, the new files are
+automatically linked to the production |BOM|. Archived files are removed from the |BOM|, but are
+still accessible in the |ECO|.
+
+To manage the design files in the |ECO|, begin by navigating to :menuselection:`PLM app --> Changes`
+and choose the desired |ECO|. Next, open the :guilabel:`Attachments` page by clicking the
+:guilabel:`Documents` smart button.
+
+Hover over each attachment to reveal the :guilabel:`︙ (three vertical dots)` icon. From there,
+choose whether to :guilabel:`Edit`, :guilabel:`Remove`, or :guilabel:`Download` the file. Any
+changes made to these files are contained within the |ECO|, and will only apply to the production
+|BOM| once the :ref:`changes are applied <plm/eco/apply-changes>`.
+
+.. example::
+   In the `Create 60% keyboard` |ECO|, the design files are from the original `100% keyboard` |BOM|.
+   To replace the keyboard PDF, begin by selecting the :guilabel:`Documents` smart button.
+
+   .. image:: version_control/documents-smart-button.png
+      :align: center
+      :alt: Show *Documents* smart button from an active ECO.
+
+   On the :guilabel:`Attachments` page, hover over the `100% keyboard manual.pdf` design file, and
+   click the :guilabel:`︙ (three vertical dots)` icon. Then, click the :guilabel:`Remove` option to
+   archive the file.
+
+   Next, on the same :guilabel:`Attachments` page, click the :guilabel:`Upload` button to upload the
+   new design file, named `60% keyboard manual`.
+
+   .. image:: version_control/attachments.png
+      :align: center
+      :alt: View of *Attachments* page from the *Documents* smart button. Displays one archived and
+            one newly added attachment.
+
+.. note::
+   Archived files are **not** permanently deleted — they can still be accessed in the previous
+   |ECO|, or as an archived file in the latest |ECO|, where the archival occurred.
+
+Apply rebase
+============
+
+Odoo simplifies merge conflict resolution for concurrent |ECOs| on the same product.
+
+Conflicts can occur when the production |BOM| is updated while other |ECOs| are modifying the
+previous version. Differences between the new and previous production |BOMs| are displayed in the
+:guilabel:`Previous Eco Bom Changes` tab, visible only in this scenario.
+
+To resolve conflicts and retain |ECO| changes, click the :guilabel:`Apply Rebase` button.
+
+.. example::
+   Two |ECOs|, `ECO0011` and `ECO0012`, are created when the current |BOM| version is `5`. In
+   `ECO0011`, a new component, `Space stabilizer`, is added, and the changes are applied. This means
+   the current |BOM| version has become `6`.
+
+   .. image:: version_control/branch-change.png
+      :align: center
+      :alt: Apply changes to an ECO to update the production BOM.
+
+   This means `ECO0012` is modifying an outdated |BOM|. As shown in the :guilabel:`Previous Eco Bom
+   Changes` tab, the |BOM| is missing the `Space stabilizer`.
+
+   To ensure the changes applied by `ECO0011` are kept when the changes occur in `ECO0012`, click
+   the :guilabel:`Apply Rebase` button to apply the previous |ECO| changes, without affecting the
+   changes already made to `ECO0012`.
+
+   .. image:: version_control/merge-change.png
+      :align: center
+      :alt: Click the *Apply Rebase* button to update the BOM to match the production BOM.
+