diff --git a/content/applications/essentials/search.rst b/content/applications/essentials/search.rst index 3443b2535..6efb8a36b 100644 --- a/content/applications/essentials/search.rst +++ b/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. diff --git a/content/applications/inventory_and_mrp/manufacturing.rst b/content/applications/inventory_and_mrp/manufacturing.rst index f939b8cb3..b087efaf3 100644 --- a/content/applications/inventory_and_mrp/manufacturing.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/manufacturing/reporting.rst b/content/applications/inventory_and_mrp/manufacturing/reporting.rst new file mode 100644 index 000000000..aba1a819f --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/reporting.rst @@ -0,0 +1,10 @@ +========= +Reporting +========= + +.. toctree:: + :titlesonly: + + reporting/allocation + reporting/oee + reporting/production_analysis diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst b/content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst rename to content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/allocation/allocation-button.png b/content/applications/inventory_and_mrp/manufacturing/reporting/allocation/allocation-button.png similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/allocation/allocation-button.png rename to content/applications/inventory_and_mrp/manufacturing/reporting/allocation/allocation-button.png diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/allocation/assigned-labels.png b/content/applications/inventory_and_mrp/manufacturing/reporting/allocation/assigned-labels.png similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/allocation/assigned-labels.png rename to content/applications/inventory_and_mrp/manufacturing/reporting/allocation/assigned-labels.png diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/allocation/component-reception-report.png b/content/applications/inventory_and_mrp/manufacturing/reporting/allocation/component-reception-report.png similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/allocation/component-reception-report.png rename to content/applications/inventory_and_mrp/manufacturing/reporting/allocation/component-reception-report.png diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/allocation/product-reception-report.png b/content/applications/inventory_and_mrp/manufacturing/reporting/allocation/product-reception-report.png similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/allocation/product-reception-report.png rename to content/applications/inventory_and_mrp/manufacturing/reporting/allocation/product-reception-report.png diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/oee.rst b/content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/oee.rst rename to content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/oee/oee-report.png b/content/applications/inventory_and_mrp/manufacturing/reporting/oee/oee-report.png similarity index 100% rename from content/applications/inventory_and_mrp/manufacturing/workflows/oee/oee-report.png rename to content/applications/inventory_and_mrp/manufacturing/reporting/oee/oee-report.png diff --git a/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst b/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst new file mode 100644 index 000000000..ff931d7a3 --- /dev/null +++ b/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. diff --git a/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis/comparison.png b/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis/comparison.png new file mode 100644 index 000000000..b524fae9e Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis/comparison.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis/use-case.png b/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis/use-case.png new file mode 100644 index 000000000..91e93060b Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis/use-case.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows.rst b/content/applications/inventory_and_mrp/manufacturing/workflows.rst index e1a5fd382..b9f1973b5 100644 --- a/content/applications/inventory_and_mrp/manufacturing/workflows.rst +++ b/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 diff --git a/redirects/17.0.txt b/redirects/17.0.txt index c8fb1b096..15bc27c44 100644 --- a/redirects/17.0.txt +++ b/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