[REF] Manufacturing: reporting restructure

closes odoo/documentation#10638

X-original-commit: d8b54991fe
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>

content/applications/essentials/search.rst

@@ -188,7 +188,7 @@ Comparison
 
 Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of
 their :guilabel:`Search...` bars. This includes the :doc:`Overall Equipment Effectiveness
-<../inventory_and_mrp/manufacturing/workflows/oee>` report for the *Manufacturing* app, and the
+<../inventory_and_mrp/manufacturing/reporting/oee>` report for the *Manufacturing* app, and the
 :doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* app,
 among others.
 

content/applications/inventory_and_mrp/manufacturing.rst

@@ -23,3 +23,4 @@ allow workers to trigger maintenance operations, feedback loops, quality issues,
    manufacturing/workflows
    manufacturing/shop_floor
    manufacturing/subcontracting
+   manufacturing/reporting

content/applications/inventory_and_mrp/manufacturing/reporting.rst

@@ -0,0 +1,10 @@
+=========
+Reporting
+=========
+
+.. toctree::
+   :titlesonly:
+
+   reporting/allocation
+   reporting/oee
+   reporting/production_analysis

content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst

@@ -0,0 +1,163 @@
+===================
+Production analysis
+===================
+
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |MOs| replace:: :abbr:`MOs (manufacturing orders)`
+
+The *Production Analysis* report provides statistics about products manufactured using Odoo's
+*Manufacturing* app. The report is useful when trying to understand production costs, manufacturing
+durations, and other important statistics about manufactured products.
+
+To open the Production Analysis report, navigate to :menuselection:`Manufacturing app --> Reporting
+--> Production Analysis`.
+
+.. important::
+   The :guilabel:`Production Analysis` report is one of many reports available across the Odoo app
+   suite. This documentation only covers the measures specific to the :guilabel:`Production
+   Analysis` report, along with a few use case examples.
+
+   For a full overview of the basic features available in most Odoo reports, see the documentation
+   on :doc:`reporting essentials <../../../essentials/reporting>`.
+
+Measures
+========
+
+*Measures* are the datasets that can be selected in the :guilabel:`Production Analysis` report. Each
+dataset represents a specific statistic about |MOs| in the database. Choose a measure by clicking
+the :guilabel:`Measures` :icon:`fa-caret-down` button, and selecting one of the options from the
+drop-down menu:
+
+The options displayed in the :guilabel:`Measures` :icon:`fa-caret-down` drop-down menu, and the
+order they appear in, differ depending on the filters, groupings, and comparisons enabled in the
+:guilabel:`Search...` bar. By default, the available measures appear as follows:
+
+- :guilabel:`Average Employee Cost/Unit`: the average cost paid to employees to produce one unit of
+  the product.
+- :guilabel:`By-Products Total Cost`: the total value of all by-products created by manufacturing
+  the product.
+- :guilabel:`Component Cost/Unit`: the average cost of the components required to produce one unit
+  of the product.
+- :guilabel:`Cost/Unit`: the average cost of producing one unit of the product, including component,
+  employee, operation, and subcontracting costs.
+- :guilabel:`Duration of Operations/Unit`: the average total duration of operations required to
+  produce one unit of the product.
+- :guilabel:`Quantity Demanded`: the total number of units of the product included in |MOs|.
+- :guilabel:`Quantity Produced`: the total number of units of the product that have actually been
+  produced.
+- :guilabel:`Total Component Cost`: the total amount spent on the product's components, across every
+  |MO| for the product.
+- :guilabel:`Total Cost`: the total amount spent manufacturing every unit of the product produced so
+  far.
+- :guilabel:`Total Duration of Operations`: the cumulative duration of every operation completed
+  while manufacturing the product.
+- :guilabel:`Total Employee Cost`: the cumulative amount paid to employees to manufacture the
+  product.
+- :guilabel:`Total Operation Cost`: the cumulative amount spent on operations required to produce
+  the product.
+- :guilabel:`Total Operation Cost/Unit`: the average cost of the operations required to produce one
+  unit of the product.
+- :guilabel:`Total Subcontracting Cost`: the cumulative amount paid to subcontractors to produce the
+  product.
+- :guilabel:`Total Subcontracting Cost/Unit`: the average cost of engaging a subcontractor to
+  produce one unit of the product.
+- :guilabel:`Yield Percentage (%)`: the total quantity of the product produced versus the total
+  quantity demanded, represented as a percentage.
+- :guilabel:`Count`: the total count of |MOs| created for the product.
+
+.. tip::
+   Only one measure can be selected at a time when one of the :icon:`fa-area-chart`
+   :guilabel:`(graph view)` options is enabled. However, multiple measures, and varying group-by
+   criteria (on the x and y axes), can be selected when using the :icon:`oi-view-pivot`
+   :guilabel:`(pivot table)`.
+
+Use case: compare products
+==========================
+
+One of the best uses for the :guilabel:`Production Analysis` report is comparing statistics about
+two or more products. This is accomplished by entering the products into the :guilabel:`Search...`
+bar, then selecting the necessary measure, filter, and grouping, to see the desired data.
+
+.. example::
+   Toy manufacturer *Tommy's Toys* is trying to reduce their manufacturing operation costs. To
+   accomplish this, they have decided to identify redundant products and cease manufacturing the
+   ones with higher operational costs.
+
+   Two of the toys that have been singled out for analysis are the *pogo stick* and *moon shoes*.
+   Tommy's Toys believes these two toys are so similar that they can stop manufacturing one, without
+   significantly impacting their product offering.
+
+   To compare operation costs for the toys, business analyst Mike opens the
+   :menuselection:`Manufacturing` app, and navigates to the :guilabel:`Production Analysis` page. In
+   the :guilabel:`Search...` bar, he enters the names of both products. Then, he opens the
+   :guilabel:`Search...` bar drop-down menu, and clicks :guilabel:`Product` in the :guilabel:`Group
+   By` section.
+
+   Below the :guilabel:`Search...` bar, Mike clicks on the :guilabel:`Measures`
+   :icon:`fa-caret-down` drop-down menu, and selects the :guilabel:`Total Operation Cost/Unit`
+   option. Finally, he selects the :icon:`fa-bar-chart` :guilabel:`(bar chart)` graph type.
+
+   With these options selected, the :guilabel:`Production Analysis` report shows a bar chart for the
+   current year, with one bar for each product, signifying the average operation cost for one unit
+   of the product.
+
+   With this data, Mike is able to see that the average operation cost for the moon shoes is almost
+   twice the cost of the pogo stick. Using this insight, Tommy's Toys decides to cease production of
+   moon shoes, thus lowering their average cost of manufacturing operations.
+
+   .. image:: production_analysis/use-case.png
+      :align: center
+      :alt: The bar chart comparing the operation costs of the pogo stick and moon shoes.
+
+Use case: compare time periods
+==============================
+
+The :guilabel:`Production Analysis` report can also be used to compare data for two different time
+periods. This is accomplished using the options in the :guilabel:`Comparison` section of the
+:guilabel:`Search...` bar.
+
+.. example::
+   Furniture company *Fanny's Furnishings* wants to compare their production costs for the first and
+   second quarters of 2024, to see which products they spent the most money producing in each
+   quarter.
+
+   To compare the two time periods, shop floor supervisor Adam opens the
+   :menuselection:`Manufacturing` app, and navigates to the :guilabel:`Production Analysis` page. He
+   begins by selecting the :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type option at the top
+   of the page.
+
+   .. important::
+      The :guilabel:`Comparison` feature is meant to be used with the :icon:`fa-pie-chart`
+      :guilabel:`(pie chart)` graph type, or the :icon:`oi-view-pivot` :guilabel:`(pivot)` view.
+
+      A :guilabel:`Comparison` option can still be selected with the other view types enabled, but
+      doing so does not change the way data is displayed on the report.
+
+   Next, Adam selects the :guilabel:`Total Cost` option from the :guilabel:`Measures`
+   :icon:`fa-caret-down` drop-down menu. This option displays the total amount spent producing each
+   product.
+
+   In the :guilabel:`Search...` bar drop-down menu, he leaves the :guilabel:`2024` filter enabled in
+   the :guilabel:`End Date` section, and enables the :guilabel:`Q2` filter as well. With both of
+   these time periods selected, the pie chart shows data for the second quarter of 2024.
+
+   Finally, Adam selects the :guilabel:`End Date: Previous Period` option in the
+   :guilabel:`Comparison` section of the :guilabel:`Search...` bar. Doing so causes the pie chart to
+   be split into an inner circle, and an outer ring.
+
+   The outer ring shows data for the selected time period, quarter two of 2024. The inner circle
+   shows data for the previous time period, quarter one of 2024.
+
+   .. note::
+      If :guilabel:`End Date: Previous Year` is selected instead of :guilabel:`End Date: Previous
+      Period`, the inner circle shows data for the selected time period, one *year* previous.
+
+      In the case of this example, it would show data for quarter two of 2023.
+
+   Using this report, Adam can see that the products with the highest total cost for quarter two are
+   the *bicycle* and *tricycle*. On the other hand, in quarter one, the *roller skates* had the
+   highest total cost.
+
+   .. image:: production_analysis/comparison.png
+      :align: center
+      :alt: The pie chart view of the Production Analysis report, with a comparison filter enabled.

content/applications/inventory_and_mrp/manufacturing/workflows.rst

@@ -14,6 +14,4 @@ Workflows
    workflows/split_merge
    workflows/unbuild_orders
    workflows/byproducts
-   workflows/allocation
    workflows/continuous_improvement
-   workflows/oee

redirects/17.0.txt

@@ -56,6 +56,9 @@ applications/inventory_and_mrp/manufacturing/workflows/subcontracting.rst applic
 applications/inventory_and_mrp/manufacturing/workflows/subcontracting_basic.rst applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst              # workflows/* --> subcontracting/*
 applications/inventory_and_mrp/manufacturing/workflows/subcontracting_dropship.rst applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst        # workflows/* --> subcontracting/*
 applications/inventory_and_mrp/manufacturing/workflows/subcontracting_resupply.rst applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst        # workflows/* --> subcontracting/*
+applications/inventory_and_mrp/manufacturing/workflows/allocation.rst applications/inventory_and_mrp/manufacturing/reporting/allocation.rst
+applications/inventory_and_mrp/manufacturing/workflows/oee.rst applications/inventory_and_mrp/manufacturing/reporting/oee.rst
+applications/inventory_and_mrp/manufacturing/workflows/production_analysis.rst applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst
 
 # applications/marketing