2
.. i18n: Management of production
3
.. i18n: ========================
5
Management of production
6
========================
8
.. i18n: Production Orders describe the operations that need to be carried out and the raw materials usage
9
.. i18n: for each stage of production, You use specifications (bills of materials)
10
.. i18n: to work out the raw material requirements
11
.. i18n: and the manufacturing orders needed for the finished products.
13
Production Orders describe the operations that need to be carried out and the raw materials usage
14
for each stage of production, You use specifications (bills of materials)
15
to work out the raw material requirements
16
and the manufacturing orders needed for the finished products.
18
.. i18n: Manufacturing has the following results:
20
Manufacturing has the following results:
22
.. i18n: * Stock reduction: consumption of raw materials,
24
.. i18n: * Stock increase: production of finished goods,
26
.. i18n: * Analytic costs: manufacturing operations,
28
.. i18n: * Added accounting value of stock: by the creation of value following the transformation of
31
* Stock reduction: consumption of raw materials,
33
* Stock increase: production of finished goods,
35
* Analytic costs: manufacturing operations,
37
* Added accounting value of stock: by the creation of value following the transformation of
40
.. i18n: .. index:: BoM
41
.. i18n: .. index:: bill of materials
44
.. index:: bill of materials
46
.. i18n: Bills of Materials
47
.. i18n: ===================
52
.. i18n: Use of Bills of Materials
53
.. i18n: ---------------------------
55
Use of Bills of Materials
56
---------------------------
58
.. i18n: Bills of Materials are documents that describe the list of raw materials used to make a finished
59
.. i18n: product. To illustrate the concept of specification you're going to work on a cabinet where the
60
.. i18n: manufacturing plan is given by the figure :ref:`fig-mrparm`.
62
Bills of Materials are documents that describe the list of raw materials used to make a finished
63
product. To illustrate the concept of specification you're going to work on a cabinet where the
64
manufacturing plan is given by the figure :ref:`fig-mrparm`.
66
.. i18n: .. _fig-mrparm:
68
.. i18n: .. figure:: images/mrp_armoire.png
70
.. i18n: :align: center
72
.. i18n: *Plan of construction of a cabinet*
76
.. figure:: images/mrp_armoire.png
80
*Plan of construction of a cabinet*
82
.. i18n: The cabinet is assembled from raw materials and intermediate assemblies:
84
The cabinet is assembled from raw materials and intermediate assemblies:
86
.. i18n: .. table:: Product Definitions before defining Bills of Materials
88
.. i18n: ================ =========================
89
.. i18n: Product Code Description
90
.. i18n: ================ =========================
91
.. i18n: ARM100 Cabinet
92
.. i18n: PANLAT Wooden Side Panel
93
.. i18n: PANA100 Rear Panel
94
.. i18n: PROFIL Metal Strut
96
.. i18n: PLET100 Shelf Panel
97
.. i18n: BOIS002 Wood Panel
98
.. i18n: BOIS010 Wood Panel
99
.. i18n: TAQ000 Panel Pins
100
.. i18n: LIN040 Lintel
101
.. i18n: ================ =========================
103
.. table:: Product Definitions before defining Bills of Materials
105
================ =========================
106
Product Code Description
107
================ =========================
109
PANLAT Wooden Side Panel
118
================ =========================
120
.. i18n: To describe how to assemble this cabinet, you define a bill of materials for each intermediate
121
.. i18n: product and for the final cabinet assembly. These are given by the table below.
123
To describe how to assemble this cabinet, you define a bill of materials for each intermediate
124
product and for the final cabinet assembly. These are given by the table below.
126
.. i18n: .. table:: Bill of Materials for 1 ARM100 Unit
128
.. i18n: ============ ======== ===============
129
.. i18n: Product Code Quantity Unit of Measure
130
.. i18n: ============ ======== ===============
131
.. i18n: PANLAT 2 Unit
132
.. i18n: PANA100 1 Unit
133
.. i18n: PROFIL 4 Unit
134
.. i18n: ETA100 3 Unit
135
.. i18n: ============ ======== ===============
137
.. table:: Bill of Materials for 1 ARM100 Unit
139
============ ======== ===============
140
Product Code Quantity Unit of Measure
141
============ ======== ===============
146
============ ======== ===============
148
.. i18n: .. table:: Bill of Materials for 1 ETA100 Unit
150
.. i18n: ============ ======== ===============
151
.. i18n: Product Code Quantity Unit of Measure
152
.. i18n: ============ ======== ===============
153
.. i18n: PLET100 1 Unit
154
.. i18n: TAQ000 4 Unit
155
.. i18n: ============ ======== ===============
157
.. table:: Bill of Materials for 1 ETA100 Unit
159
============ ======== ===============
160
Product Code Quantity Unit of Measure
161
============ ======== ===============
164
============ ======== ===============
166
.. i18n: .. table:: Bill of Materials for 1 PLET100 Unit
168
.. i18n: ============ ======== ===============
169
.. i18n: Product Code Quantity Unit of Measure
170
.. i18n: ============ ======== ===============
171
.. i18n: BOIS010 0.083 m2
172
.. i18n: ============ ======== ===============
174
.. table:: Bill of Materials for 1 PLET100 Unit
176
============ ======== ===============
177
Product Code Quantity Unit of Measure
178
============ ======== ===============
180
============ ======== ===============
182
.. i18n: .. table:: Bill of Materials for 1 PROFIL Unit
184
.. i18n: ============ ======== ===============
185
.. i18n: Product Code Quantity Unit of Measure
186
.. i18n: ============ ======== ===============
187
.. i18n: LIN40 0.25 m
188
.. i18n: ============ ======== ===============
190
.. table:: Bill of Materials for 1 PROFIL Unit
192
============ ======== ===============
193
Product Code Quantity Unit of Measure
194
============ ======== ===============
196
============ ======== ===============
198
.. i18n: .. table:: Bill of Materials for 1 PANA100 Unit
200
.. i18n: ============ ======== ===============
201
.. i18n: Product Code Quantity Unit of Measure
202
.. i18n: ============ ======== ===============
203
.. i18n: BOIS002 0.25 m2
204
.. i18n: ============ ======== ===============
206
.. table:: Bill of Materials for 1 PANA100 Unit
208
============ ======== ===============
209
Product Code Quantity Unit of Measure
210
============ ======== ===============
212
============ ======== ===============
214
.. i18n: .. table:: Bill of Materials for 1 PANLAT Unit
216
.. i18n: ============ ======== ===============
217
.. i18n: Product Code Quantity Unit of Measure
218
.. i18n: ============ ======== ===============
219
.. i18n: BOIS002 0.083 m2
220
.. i18n: ============ ======== ===============
222
.. table:: Bill of Materials for 1 PANLAT Unit
224
============ ======== ===============
225
Product Code Quantity Unit of Measure
226
============ ======== ===============
228
============ ======== ===============
230
.. i18n: The bills of materials are then used by the software to calculate the raw material needs based on the
231
.. i18n: requirements of the finished products. Then if you want to manufacture 10 cabinets, the system can
232
.. i18n: calculate what will be consumed:
234
The bills of materials are then used by the software to calculate the raw material needs based on the
235
requirements of the finished products. Then if you want to manufacture 10 cabinets, the system can
236
calculate what will be consumed:
238
.. i18n: .. table:: Total Quantities
240
.. i18n: ============ ================= ===============
241
.. i18n: Product Code Quantity Unit of Measure
242
.. i18n: ============ ================= ===============
243
.. i18n: BOIS002 2 * 0.083 + 0.25 m2
245
.. i18n: BOIS002 0.083 * 3 m2
246
.. i18n: TAQ000 12 Unit
247
.. i18n: ============ ================= ===============
249
.. table:: Total Quantities
251
============ ================= ===============
252
Product Code Quantity Unit of Measure
253
============ ================= ===============
254
BOIS002 2 * 0.083 + 0.25 m2
258
============ ================= ===============
260
.. i18n: .. tip:: Bill of Materials
262
.. i18n: To see the bill of materials in tree view, use the menu :menuselection:`Manufacturing -->
263
.. i18n: Configuration --> Bill of Materials --> Bill of Materials Structure`.
265
.. tip:: Bill of Materials
267
To see the bill of materials in tree view, use the menu :menuselection:`Manufacturing -->
268
Configuration --> Bill of Materials --> Bill of Materials Structure`.
270
.. i18n: .. figure:: images/mrp_bom_tree.png
272
.. i18n: :align: center
274
.. i18n: *Bill of Materials structure*
276
.. figure:: images/mrp_bom_tree.png
280
*Bill of Materials structure*
282
.. i18n: Use the menu :menuselection:`Manufacturing --> Configuration --> Bill of Materials --> New Bill of
283
.. i18n: Materials` to define a new bill of materials.
285
Use the menu :menuselection:`Manufacturing --> Configuration --> Bill of Materials --> New Bill of
286
Materials` to define a new bill of materials.
288
.. i18n: .. tip::The different views
290
.. i18n: To change the view in the bill of materials you can:
292
.. i18n: * From the list, select a bill of materials name and then click :guilabel:`Other View`,
294
.. i18n: * From a product form use the menu :guilabel:`Structure of Bill of Materials` to the right.
296
.. tip::The different views
298
To change the view in the bill of materials you can:
300
* From the list, select a bill of materials name and then click :guilabel:`Other View`,
302
* From a product form use the menu :guilabel:`Structure of Bill of Materials` to the right.
304
.. i18n: .. figure:: images/mrp_bom.png
306
.. i18n: :align: center
308
.. i18n: *Screen defining a Bill of Materials*
310
.. figure:: images/mrp_bom.png
314
*Screen defining a Bill of Materials*
316
.. i18n: In the area below the bill of materials you should set the finished product, which will be
317
.. i18n: manufactured or assembled. Once the product has been selected, Open ERP automatically completes the
318
.. i18n: name of the bill of materials and the default Unit of Measure for this product.
320
In the area below the bill of materials you should set the finished product, which will be
321
manufactured or assembled. Once the product has been selected, Open ERP automatically completes the
322
name of the bill of materials and the default Unit of Measure for this product.
324
.. i18n: The type of BoM (:guilabel:`BoM Type` : Phantom or Normal) and
325
.. i18n: the :guilabel:`Routing` field will be described in
326
.. i18n: more detail later in the chapter.
328
The type of BoM (:guilabel:`BoM Type` : Phantom or Normal) and
329
the :guilabel:`Routing` field will be described in
330
more detail later in the chapter.
332
.. i18n: After this you can select the raw materials that are used in the manufacture of the finished
333
.. i18n: product. The quantities are set out in a report based on the quantities of finished product and
334
.. i18n: the quantities needed to produce them from the bill of materials.
336
After this you can select the raw materials that are used in the manufacture of the finished
337
product. The quantities are set out in a report based on the quantities of finished product and
338
the quantities needed to produce them from the bill of materials.
341
.. i18n: single: BoM; revisions
344
single: BoM; revisions
346
.. i18n: The second tab, :guilabel:`Revisions`, is used to set down all the changes made to the
347
.. i18n: bill of materials. After each
348
.. i18n: change you can specify a revision number and some notes on the modifications you carried out.
350
The second tab, :guilabel:`Revisions`, is used to set down all the changes made to the
351
bill of materials. After each
352
change you can specify a revision number and some notes on the modifications you carried out.
354
.. i18n: .. note:: Simplified View
356
.. i18n: The Revisions tab is only visible if the user works in the Extended View mode
357
.. i18n: (which means that the user must belong to the group ``Usability / Extended View`` .
359
.. note:: Simplified View
361
The Revisions tab is only visible if the user works in the Extended View mode
362
(which means that the user must belong to the group ``Usability / Extended View`` .
364
.. i18n: .. figure:: images/mrp_bom_revision.png
366
.. i18n: :align: center
368
.. i18n: *Revisions of a Bill of Materials*
370
.. figure:: images/mrp_bom_revision.png
374
*Revisions of a Bill of Materials*
376
.. i18n: In the third tab, :guilabel:`Properties`, you can put a free text reference to a plan,
377
.. i18n: a sequence number that is
378
.. i18n: used to determine the priorities between bills of materials, dates between which a bill of materials
379
.. i18n: is valid, and values for rounding and product efficiency.
381
In the third tab, :guilabel:`Properties`, you can put a free text reference to a plan,
382
a sequence number that is
383
used to determine the priorities between bills of materials, dates between which a bill of materials
384
is valid, and values for rounding and product efficiency.
386
.. i18n: :guilabel:`Rounding` is used to set the smallest :guilabel:`Unit of Measure`
387
.. i18n: for expressing the quantities of the selected
388
.. i18n: product. So if you set the rounding to 1.00 you'll not be able to manufacture half a piece. The
389
.. i18n: :guilabel:`Efficiency` of the product lets you indicate the percentage you lose during manufacture. This loss
390
.. i18n: can be set for the finished product or for each raw materials line. The impact of this efficiency
391
.. i18n: figure is to reserve more raw materials for manufacture than you'd otherwise use just from the Bill
392
.. i18n: of Materials calculations.
394
:guilabel:`Rounding` is used to set the smallest :guilabel:`Unit of Measure`
395
for expressing the quantities of the selected
396
product. So if you set the rounding to 1.00 you'll not be able to manufacture half a piece. The
397
:guilabel:`Efficiency` of the product lets you indicate the percentage you lose during manufacture. This loss
398
can be set for the finished product or for each raw materials line. The impact of this efficiency
399
figure is to reserve more raw materials for manufacture than you'd otherwise use just from the Bill
400
of Materials calculations.
402
.. i18n: The final part of the third tab lets you set some properties for the product's manufacturing
403
.. i18n: processes. These will be detailed further on in the chapter in the section on configurable products.
405
The final part of the third tab lets you set some properties for the product's manufacturing
406
processes. These will be detailed further on in the chapter in the section on configurable products.
409
.. i18n: single: BoM; multi-level
410
.. i18n: single: multi-level BoM
413
single: BoM; multi-level
414
single: multi-level BoM
416
.. i18n: Multi-level Bills of Materials
417
.. i18n: ===============================
419
Multi-level Bills of Materials
420
===============================
422
.. i18n: In Open ERP each line of a bill of materials may itself be a bill of materials. So you can
423
.. i18n: define BoMs with several levels. Instead of defining several BoMs for the cabinet in the figure
424
.. i18n: :ref:`fig-mrparm` you could define the single bill of materials below:
426
In Open ERP each line of a bill of materials may itself be a bill of materials. So you can
427
define BoMs with several levels. Instead of defining several BoMs for the cabinet in the figure
428
:ref:`fig-mrparm` you could define the single bill of materials below:
430
.. i18n: .. table:: Single Bill of Materials for 1 ARM100 Unit
432
.. i18n: ============ ======== ===============
433
.. i18n: Product Code Quantity Unit of Measure
434
.. i18n: ============ ======== ===============
435
.. i18n: ARM100 1 Unit
436
.. i18n: PANLAT 2 Unit
437
.. i18n: BOIS002 0.166 m2
438
.. i18n: PANA100 1 Unit
439
.. i18n: BOIS002 0.25 m2
440
.. i18n: PROFIL 4 Unit
442
.. i18n: ETA100 3 Unit
443
.. i18n: PLET100 3 Unit
444
.. i18n: BOIS010 0.249 m2
445
.. i18n: TAQ000 12 Unit
446
.. i18n: ============ ======== ===============
448
.. table:: Single Bill of Materials for 1 ARM100 Unit
450
============ ======== ===============
451
Product Code Quantity Unit of Measure
452
============ ======== ===============
464
============ ======== ===============
466
.. i18n: Open ERP behaves differently depending on whether the bill of materials is defined in several small
467
.. i18n: BoMs each on a single level or in one BoM tree-structured on several levels.
469
Open ERP behaves differently depending on whether the bill of materials is defined in several small
470
BoMs each on a single level or in one BoM tree-structured on several levels.
472
.. i18n: So if you select a BoM using intermediate products that automatically generates production orders
473
.. i18n: based on calculated requirements, Open ERP will propose manufacturing an intermediate product. To
474
.. i18n: manufacture a cabinet, you'd create 6 production orders:
476
So if you select a BoM using intermediate products that automatically generates production orders
477
based on calculated requirements, Open ERP will propose manufacturing an intermediate product. To
478
manufacture a cabinet, you'd create 6 production orders:
480
.. i18n: .. table:: Production Order
482
.. i18n: ============ ======== ===============
483
.. i18n: Product Code Quantity Unit of Measure
484
.. i18n: ============ ======== ===============
485
.. i18n: PLET100 3 Unit
486
.. i18n: BOIS010 0.25 m2
487
.. i18n: ============ ======== ===============
489
.. table:: Production Order
491
============ ======== ===============
492
Product Code Quantity Unit of Measure
493
============ ======== ===============
496
============ ======== ===============
498
.. i18n: .. table:: Production Order
500
.. i18n: ============ ======== ===============
501
.. i18n: Product Code Quantity Unit of Measure
502
.. i18n: ============ ======== ===============
503
.. i18n: ETA100 3 Unit
504
.. i18n: PLET100 3 Unit
505
.. i18n: TAQ000 12 Unit
506
.. i18n: ============ ======== ===============
508
.. table:: Production Order
510
============ ======== ===============
511
Product Code Quantity Unit of Measure
512
============ ======== ===============
516
============ ======== ===============
518
.. i18n: .. table:: Production Order
520
.. i18n: ============ ======== ===============
521
.. i18n: Product Code Quantity Unit of Measure
522
.. i18n: ============ ======== ===============
523
.. i18n: PROFIL 4 Unit
525
.. i18n: ============ ======== ===============
527
.. table:: Production Order
529
============ ======== ===============
530
Product Code Quantity Unit of Measure
531
============ ======== ===============
534
============ ======== ===============
536
.. i18n: .. table:: Production Order
538
.. i18n: ============ ======== ===============
539
.. i18n: Product Code Quantity Unit of Measure
540
.. i18n: ============ ======== ===============
541
.. i18n: PANA100 1 Unit
542
.. i18n: BOIS002 0.25 m2
543
.. i18n: ============ ======== ===============
545
.. table:: Production Order
547
============ ======== ===============
548
Product Code Quantity Unit of Measure
549
============ ======== ===============
552
============ ======== ===============
554
.. i18n: .. table:: Production Order
556
.. i18n: ============ ======== ===============
557
.. i18n: Product Code Quantity Unit of Measure
558
.. i18n: ============ ======== ===============
559
.. i18n: PANA100 2 Unit
560
.. i18n: BOIS002 0.17 m2
561
.. i18n: ============ ======== ===============
563
.. table:: Production Order
565
============ ======== ===============
566
Product Code Quantity Unit of Measure
567
============ ======== ===============
570
============ ======== ===============
572
.. i18n: .. table:: Production Order
574
.. i18n: ============ ======== ===============
575
.. i18n: Product Code Quantity Unit of Measure
576
.. i18n: ============ ======== ===============
577
.. i18n: ARM100 1 Unit
578
.. i18n: PANLAT 2 Unit
579
.. i18n: PANA100 1 Unit
580
.. i18n: PROFIL 4 Unit
581
.. i18n: ETA100 3 Unit
582
.. i18n: ============ ======== ===============
584
.. table:: Production Order
586
============ ======== ===============
587
Product Code Quantity Unit of Measure
588
============ ======== ===============
594
============ ======== ===============
596
.. i18n: In the case where a single bill of materials is defined in multiple levels, a single manufacturing
597
.. i18n: order will be generated for each cabinet, including all of the sub-BoMs. You'd then get the
598
.. i18n: following production order:
600
In the case where a single bill of materials is defined in multiple levels, a single manufacturing
601
order will be generated for each cabinet, including all of the sub-BoMs. You'd then get the
602
following production order:
604
.. i18n: .. table:: Single manufacture from a tree-structured BoM
606
.. i18n: ============ ======== ===============
607
.. i18n: Product Code Quantity Unit of Measure
608
.. i18n: ============ ======== ===============
609
.. i18n: ARM100 1 Unit
610
.. i18n: BOIS002 0.17 m2
611
.. i18n: BOIS002 0.25 m2
613
.. i18n: BOIS010 0.25 m2
614
.. i18n: TAQ000 12 Unit
615
.. i18n: ============ ======== ===============
617
.. table:: Single manufacture from a tree-structured BoM
619
============ ======== ===============
620
Product Code Quantity Unit of Measure
621
============ ======== ===============
628
============ ======== ===============
631
.. i18n: pair: phantom; bill of materials
634
pair: phantom; bill of materials
636
.. i18n: Phantom Bills of Materials
637
.. i18n: ----------------------------
639
Phantom Bills of Materials
640
----------------------------
642
.. i18n: If a finished product is defined using intermediate products that are themselves defined using other
643
.. i18n: BoMs, Open ERP will then propose the manufacture of each intermediate product. This will give
644
.. i18n: several production orders. If you only want a single production order you can define a single BoM with
645
.. i18n: several levels.
647
If a finished product is defined using intermediate products that are themselves defined using other
648
BoMs, Open ERP will then propose the manufacture of each intermediate product. This will give
649
several production orders. If you only want a single production order you can define a single BoM with
652
.. i18n: Sometimes, however, it is useful to define the intermediate product separately and not as part of a
653
.. i18n: multi-level assembly even if you don't want separate production orders for intermediate
656
Sometimes, however, it is useful to define the intermediate product separately and not as part of a
657
multi-level assembly even if you don't want separate production orders for intermediate
660
.. i18n: In the example, the intermediate product ETA100 is used in the manufacture of several different
661
.. i18n: cabinets. So you'd want to define a unique BoM for it even if you didn't want any
662
.. i18n: instances of this product to be built, nor wanted to re-write these elements in a series of
663
.. i18n: different multi-level BoMs.
665
In the example, the intermediate product ETA100 is used in the manufacture of several different
666
cabinets. So you'd want to define a unique BoM for it even if you didn't want any
667
instances of this product to be built, nor wanted to re-write these elements in a series of
668
different multi-level BoMs.
670
.. i18n: If you only want a single production order for the complete cabinet, and not one for the BoM itself, you
671
.. i18n: can define the BoM line corresponding to product ETA100 in the cabinet's BoM as type :guilabel:`Phantom`. Then
672
.. i18n: it will automatically put ETA100's BoM contents into the cabinet's production order even though
673
.. i18n: it's been defined as multi-level.
675
If you only want a single production order for the complete cabinet, and not one for the BoM itself, you
676
can define the BoM line corresponding to product ETA100 in the cabinet's BoM as type :guilabel:`Phantom`. Then
677
it will automatically put ETA100's BoM contents into the cabinet's production order even though
678
it's been defined as multi-level.
680
.. i18n: This way of representing the assembly is very useful because it allows you to define reusable
681
.. i18n: elements of the assembly and keep them isolated.
683
This way of representing the assembly is very useful because it allows you to define reusable
684
elements of the assembly and keep them isolated.
686
.. i18n: If you define the BoM for the ARM100 cabinet in the way shown by the table below,
687
.. i18n: you'll get two production orders when the order is confirmed, as shown in the tables below that.
689
If you define the BoM for the ARM100 cabinet in the way shown by the table below,
690
you'll get two production orders when the order is confirmed, as shown in the tables below that.
692
.. i18n: .. table:: Definition and use of phantom BoMs
694
.. i18n: ============ ======== =============== ===========
695
.. i18n: Product Code Quantity Unit of Measure Type of BoM
696
.. i18n: ============ ======== =============== ===========
697
.. i18n: ARM100 1 Unit normal
698
.. i18n: PANLAT 2 Unit normal
699
.. i18n: PANA100 1 Unit phantom
700
.. i18n: PROFIL 4 Unit phantom
701
.. i18n: ETA100 3 Unit phantom
702
.. i18n: ============ ======== =============== ===========
704
.. table:: Definition and use of phantom BoMs
706
============ ======== =============== ===========
707
Product Code Quantity Unit of Measure Type of BoM
708
============ ======== =============== ===========
711
PANA100 1 Unit phantom
712
PROFIL 4 Unit phantom
713
ETA100 3 Unit phantom
714
============ ======== =============== ===========
716
.. i18n: .. table:: Production Order from phantom BoMs
718
.. i18n: ============ ======== ===============
719
.. i18n: Product Code Quantity Unit of Measure
720
.. i18n: ============ ======== ===============
721
.. i18n: ARM100 1 Unit
722
.. i18n: PANLAT 2 Unit
723
.. i18n: BOIS002 0.25 m2
725
.. i18n: BOIS010 0.25 m2
726
.. i18n: TAQ000 12 Unit
727
.. i18n: ============ ======== ===============
729
.. table:: Production Order from phantom BoMs
731
============ ======== ===============
732
Product Code Quantity Unit of Measure
733
============ ======== ===============
740
============ ======== ===============
742
.. i18n: .. table:: Production Order from normal BoM
744
.. i18n: ============ ======== ===============
745
.. i18n: Product Code Quantity Unit of Measure
746
.. i18n: ============ ======== ===============
747
.. i18n: PANLAT 2 Unit
748
.. i18n: BOIS002 0.17 m2
749
.. i18n: ============ ======== ===============
751
.. table:: Production Order from normal BoM
753
============ ======== ===============
754
Product Code Quantity Unit of Measure
755
============ ======== ===============
758
============ ======== ===============
760
.. i18n: Assembly Bills of Materials
761
.. i18n: -----------------------------
763
Assembly Bills of Materials
764
-----------------------------
766
.. i18n: .. note:: Sales Bills of Materials
768
.. i18n: In some software this is named a Sales Bill of Materials.
769
.. i18n: In Open ERP the term assembly is used because the effect of the bill of materials is visible not
770
.. i18n: only in sales but also elsewhere, for example in the intermediate manufactured products.
772
.. note:: Sales Bills of Materials
774
In some software this is named a Sales Bill of Materials.
775
In Open ERP the term assembly is used because the effect of the bill of materials is visible not
776
only in sales but also elsewhere, for example in the intermediate manufactured products.
778
.. i18n: Assembly bills of materials enable you to define assemblies that will be sold directly. These
779
.. i18n: could also be used in deliveries and stock management rather than just sold in isolation.
780
.. i18n: For example if you deliver the cabinet in pieces for self-assembly, set the ARM100 BoM to type
781
.. i18n: ``Assembly`` .
783
Assembly bills of materials enable you to define assemblies that will be sold directly. These
784
could also be used in deliveries and stock management rather than just sold in isolation.
785
For example if you deliver the cabinet in pieces for self-assembly, set the ARM100 BoM to type
788
.. i18n: When a salesperson creates an order for an ARM100 product, Open ERP automatically changes the ARM100
789
.. i18n: from a set of components into an identifiable package for sending to a customer.
790
.. i18n: Then it asks the storesperson to pack 2 PANLAT, 1 PANA100, 4 PROFIL, 3 ETA100.
791
.. i18n: This is described as an ARM100 not just the individual delivered products.
793
When a salesperson creates an order for an ARM100 product, Open ERP automatically changes the ARM100
794
from a set of components into an identifiable package for sending to a customer.
795
Then it asks the storesperson to pack 2 PANLAT, 1 PANA100, 4 PROFIL, 3 ETA100.
796
This is described as an ARM100 not just the individual delivered products.
798
.. i18n: Example: Large distributor
799
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^
801
Example: Large distributor
802
^^^^^^^^^^^^^^^^^^^^^^^^^^
804
.. i18n: As an example of using these assemblies, take the case of a supermarket. In a supermarket, you can
805
.. i18n: buy bottles of cola individually or in a pack of 6 bottles. The pack and the bottles are two
806
.. i18n: different products and the barcodes used are also different.
808
As an example of using these assemblies, take the case of a supermarket. In a supermarket, you can
809
buy bottles of cola individually or in a pack of 6 bottles. The pack and the bottles are two
810
different products and the barcodes used are also different.
812
.. i18n: But customers have the right to open a pack and extract some bottles to take them
813
.. i18n: individually to the checkout. The supermarket can't track its stock in packs and bottles any more, but
814
.. i18n: only individually in bottles.
816
But customers have the right to open a pack and extract some bottles to take them
817
individually to the checkout. The supermarket can't track its stock in packs and bottles any more, but
818
only individually in bottles.
820
.. i18n: So you can define a bill of materials for sale which defines a pack as an assembly of 6 bottles.
821
.. i18n: Then when you've sold a pack, you can find a pack on the invoice or bill of sale but the associated
822
.. i18n: stock operation will still be 6 bottles.
824
So you can define a bill of materials for sale which defines a pack as an assembly of 6 bottles.
825
Then when you've sold a pack, you can find a pack on the invoice or bill of sale but the associated
826
stock operation will still be 6 bottles.
828
.. i18n: In the case of this assembly, this isn't a production order to transform the product. The
829
.. i18n: transformation is done directly between the order and the set.
831
In the case of this assembly, this isn't a production order to transform the product. The
832
transformation is done directly between the order and the set.
834
.. i18n: .. note:: Assemblies and Purchases
836
.. i18n: The use of assemblies for selling to customers has been described here, but this functionality
837
.. i18n: works just as well for purchases from suppliers.
839
.. i18n: So in the example of a supermarket, you can buy cola in packs and the storesperson will see a
840
.. i18n: number of bottles at goods in reception.
842
.. note:: Assemblies and Purchases
844
The use of assemblies for selling to customers has been described here, but this functionality
845
works just as well for purchases from suppliers.
847
So in the example of a supermarket, you can buy cola in packs and the storesperson will see a
848
number of bottles at goods in reception.
850
.. i18n: Configurable Bills of Materials
851
.. i18n: --------------------------------
853
Configurable Bills of Materials
854
--------------------------------
856
.. i18n: In Open ERP you can define several bills of materials for the same product. In fact you can have
857
.. i18n: several manufacturing methods or several approved raw materials for a given product. You'll see in
858
.. i18n: the following section that the manufacturing procedure (the routing) is attached to the Bill of
859
.. i18n: Materials, so the choice of bill of materials implicitly includes the operations to make it.
861
In Open ERP you can define several bills of materials for the same product. In fact you can have
862
several manufacturing methods or several approved raw materials for a given product. You'll see in
863
the following section that the manufacturing procedure (the routing) is attached to the Bill of
864
Materials, so the choice of bill of materials implicitly includes the operations to make it.
866
.. i18n: Once several bills of materials have been defined for a particular product you need to have a
867
.. i18n: system to enable Open ERP to select one of them for use. By default the bill of materials with the
868
.. i18n: lowest sequence number is selected by the system.
870
Once several bills of materials have been defined for a particular product you need to have a
871
system to enable Open ERP to select one of them for use. By default the bill of materials with the
872
lowest sequence number is selected by the system.
874
.. i18n: To gain more control over the process during the sale or procurement, you can use **properties**.
875
.. i18n: The menu :menuselection:`Production Management --> Configuration --> Properties` enables you to
876
.. i18n: define properties, which can be defined arbitrarily to help you select a
877
.. i18n: bill of materials when you have a choice of BoMs.
879
To gain more control over the process during the sale or procurement, you can use **properties**.
880
The menu :menuselection:`Production Management --> Configuration --> Properties` enables you to
881
define properties, which can be defined arbitrarily to help you select a
882
bill of materials when you have a choice of BoMs.
884
.. i18n: .. note:: Properties
886
.. i18n: Properties is a concept that enables the selection of a method for manufacturing a product.
887
.. i18n: Properties define a common language between salespeople and technical people,
888
.. i18n: letting the salespeople to have an influence on the manufacture of the products using
889
.. i18n: non-technical language and the choices decided on by the technicians who define Bills
890
.. i18n: of Materials.
894
Properties is a concept that enables the selection of a method for manufacturing a product.
895
Properties define a common language between salespeople and technical people,
896
letting the salespeople to have an influence on the manufacture of the products using
897
non-technical language and the choices decided on by the technicians who define Bills
900
.. i18n: For example you can define the properties and the following groups:
902
For example you can define the properties and the following groups:
904
.. i18n: .. table:: Properties
906
.. i18n: ===================== ============
907
.. i18n: Property Group Property
908
.. i18n: ===================== ============
909
.. i18n: Warranty 3 years
910
.. i18n: Warranty 1 year
911
.. i18n: Method of Manufacture Serial
912
.. i18n: Method of Manufacture Batch
913
.. i18n: ===================== ============
915
.. table:: Properties
917
===================== ============
918
Property Group Property
919
===================== ============
922
Method of Manufacture Serial
923
Method of Manufacture Batch
924
===================== ============
926
.. i18n: Once the bills of materials have been defined you could associate the corresponding properties to them. Then
927
.. i18n: when the salesperson goes to encode a product line he can attach the properties there. If the
928
.. i18n: product must be manufactured, Open ERP will automatically choose the bill of materials that matches
929
.. i18n: the defined properties in the order most closely.
931
Once the bills of materials have been defined you could associate the corresponding properties to them. Then
932
when the salesperson goes to encode a product line he can attach the properties there. If the
933
product must be manufactured, Open ERP will automatically choose the bill of materials that matches
934
the defined properties in the order most closely.
936
.. i18n: Note the properties are only visible in the Bills of Materials and Sales Management if you're
937
.. i18n: working in the Extended View mode. If you can't see it on your screen add the group ``Useability /
938
.. i18n: Extended View`` to your user.
940
Note the properties are only visible in the Bills of Materials and Sales Management if you're
941
working in the Extended View mode. If you can't see it on your screen add the group ``Useability /
942
Extended View`` to your user.
944
.. i18n: .. figure:: images/sale_line_property.png
946
.. i18n: :align: center
948
.. i18n: *Properties on a customer order line*
950
.. figure:: images/sale_line_property.png
954
*Properties on a customer order line*
956
.. i18n: Example: Manufacturing in a batch or on a production line
958
Example: Manufacturing in a batch or on a production line
960
.. i18n: As an example, take the manufacture of the cabinet presented above. You can imagine that the company
961
.. i18n: has two methods of manufacturing this cabinet:
963
As an example, take the manufacture of the cabinet presented above. You can imagine that the company
964
has two methods of manufacturing this cabinet:
966
.. i18n: * Manually: staff assemble the cabinets one by one and cut the wood plank by plank. This approach is
967
.. i18n: usually used to assembly prototypes. It gets you very rapid production, but at a high cost and
968
.. i18n: only in small quantities.
970
.. i18n: * On a production line: staff use machines that are capable of cutting wood by bandsaw. This method
971
.. i18n: is used for production runs of at least 50 items because the lead times using this method are quite
972
.. i18n: lengthy. The delay to the start of production is much longer, yet the cost per unit is much lower
973
.. i18n: in this volume.
975
* Manually: staff assemble the cabinets one by one and cut the wood plank by plank. This approach is
976
usually used to assembly prototypes. It gets you very rapid production, but at a high cost and
977
only in small quantities.
979
* On a production line: staff use machines that are capable of cutting wood by bandsaw. This method
980
is used for production runs of at least 50 items because the lead times using this method are quite
981
lengthy. The delay to the start of production is much longer, yet the cost per unit is much lower
984
.. i18n: You define two bills of materials for the same cabinet. To distinguish between them, you will define
985
.. i18n: to properties in the same group: ``manual assembly`` and ``production line assembly`` . On the quotation, the
986
.. i18n: salesperson can set the method of manufacture he wants on each order line,
987
.. i18n: depending on the quantities and the lead time requested by the customer.
989
You define two bills of materials for the same cabinet. To distinguish between them, you will define
990
to properties in the same group: ``manual assembly`` and ``production line assembly`` . On the quotation, the
991
salesperson can set the method of manufacture he wants on each order line,
992
depending on the quantities and the lead time requested by the customer.
995
.. i18n: single: BoM, substitute products
997
.. i18n: .. note:: bills of materials and substitute products
999
.. i18n: In some software, you use the term ``substitute`` for this principle of configurable properties in
1000
.. i18n: a bill of materials.
1003
single: BoM, substitute products
1005
.. note:: bills of materials and substitute products
1007
In some software, you use the term ``substitute`` for this principle of configurable properties in
1008
a bill of materials.
1010
.. i18n: By putting a bill of materials on its own line, you can also implement substitute products. You set
1011
.. i18n: the bill of materials to type ``Assembly`` to make the substitution transparent and to prevent Open ERP
1012
.. i18n: from proposing an intermediate production order.
1014
By putting a bill of materials on its own line, you can also implement substitute products. You set
1015
the bill of materials to type ``Assembly`` to make the substitution transparent and to prevent Open ERP
1016
from proposing an intermediate production order.
1018
.. i18n: Manufacturing
1019
.. i18n: =============
1024
.. i18n: Once the bills of materials have been defined, Open ERP becomes capable of automatically deciding on
1025
.. i18n: the manufacturing route depending on the needs of the company.
1027
Once the bills of materials have been defined, Open ERP becomes capable of automatically deciding on
1028
the manufacturing route depending on the needs of the company.
1030
.. i18n: Production orders can be proposed automatically by the system depending on several criteria
1031
.. i18n: described in the preceding chapter:
1033
Production orders can be proposed automatically by the system depending on several criteria
1034
described in the preceding chapter:
1036
.. i18n: * Using the ``Make to Order`` rules,
1038
.. i18n: * Using the ``Order Point`` rules,
1040
.. i18n: * Using the Production plan.
1042
* Using the ``Make to Order`` rules,
1044
* Using the ``Order Point`` rules,
1046
* Using the Production plan.
1048
.. i18n: .. figure:: images/mrp_auto.png
1050
.. i18n: :align: center
1052
.. i18n: *Automatically proposing production orders*
1054
.. figure:: images/mrp_auto.png
1058
*Automatically proposing production orders*
1060
.. i18n: Clearly it's also possible to start production manually. To do this you can use the menu
1061
.. i18n: :menuselection:`Manufacturing --> Production Orders --> New Production Order`.
1063
Clearly it's also possible to start production manually. To do this you can use the menu
1064
:menuselection:`Manufacturing --> Production Orders --> New Production Order`.
1067
.. i18n: single: module; mrp_jit
1070
single: module; mrp_jit
1072
.. i18n: If you haven't installed the Just-In-Time planning module :mod:`mrp_jit`, you should start
1073
.. i18n: using Open ERP to schedule the Production Orders automatically using the
1074
.. i18n: various system rules. To do this use the menu :menuselection:`Manufacturing --> Compute All Schedulers`.
1076
If you haven't installed the Just-In-Time planning module :mod:`mrp_jit`, you should start
1077
using Open ERP to schedule the Production Orders automatically using the
1078
various system rules. To do this use the menu :menuselection:`Manufacturing --> Compute All Schedulers`.
1080
.. i18n: Workflow for complete production
1081
.. i18n: =================================
1083
Workflow for complete production
1084
=================================
1086
.. i18n: To understand the usefulness and the functioning of the system you should test a complete workflow
1087
.. i18n: on the new database installed with the demonstration data. In the order you can see:
1089
To understand the usefulness and the functioning of the system you should test a complete workflow
1090
on the new database installed with the demonstration data. In the order you can see:
1092
.. i18n: * The creation of a customer order,
1094
.. i18n: * The manufacturing workflow for an intermediate product,
1096
.. i18n: * The manufacture of an ordered product,
1098
.. i18n: * The delivery of products to a customer,
1100
.. i18n: * Invoicing at the end of the month,
1102
.. i18n: * Traceability for after-sales service.
1104
* The creation of a customer order,
1106
* The manufacturing workflow for an intermediate product,
1108
* The manufacture of an ordered product,
1110
* The delivery of products to a customer,
1112
* Invoicing at the end of the month,
1114
* Traceability for after-sales service.
1116
.. i18n: .. tip:: Demonstration data
1118
.. i18n: To follow the workflow shown below exactly, you should keep the same quantities as in the
1119
.. i18n: example and start from a new database. Then you won't run into exceptions that would result
1120
.. i18n: from a lack of stock.
1122
.. tip:: Demonstration data
1124
To follow the workflow shown below exactly, you should keep the same quantities as in the
1125
example and start from a new database. Then you won't run into exceptions that would result
1126
from a lack of stock.
1128
.. i18n: This more advanced case of handling problems in procurement, will be sorted out later in the
1131
This more advanced case of handling problems in procurement, will be sorted out later in the
1134
.. i18n: The customer order
1135
.. i18n: ------------------
1140
.. i18n: .. index:: quotation
1142
.. index:: quotation
1144
.. i18n: Begin by encoding a customer order. To do this, use the menu :menuselection:`Sales Management -->
1145
.. i18n: Sales Orders -> New Quotation`. Enter the following information:
1147
Begin by encoding a customer order. To do this, use the menu :menuselection:`Sales Management -->
1148
Sales Orders -> New Quotation`. Enter the following information:
1150
.. i18n: * :guilabel:`Customer` : Agrolait,
1152
.. i18n: * :guilabel:`Shipping Policy` : Invoice from picklist (second tab),
1154
.. i18n: * :guilabel:`Order Line` :
1156
.. i18n: * :guilabel:`Product` : PC2 – Basic PC (assemble on demand),
1158
.. i18n: * :guilabel:`Quantity (UoM)` : 1,
1160
.. i18n: * :guilabel:`Product UoM` : PCE,
1162
.. i18n: * :guilabel:`Procure method` : Make To Order.
1164
* :guilabel:`Customer` : Agrolait,
1166
* :guilabel:`Shipping Policy` : Invoice from picklist (second tab),
1168
* :guilabel:`Order Line` :
1170
* :guilabel:`Product` : PC2 – Basic PC (assemble on demand),
1172
* :guilabel:`Quantity (UoM)` : 1,
1174
* :guilabel:`Product UoM` : PCE,
1176
* :guilabel:`Procure method` : Make To Order.
1178
.. i18n: Once the quotation has been entered you can confirm it immediately by clicking the button
1179
.. i18n: :guilabel:`Confirm Order` at the bottom to the right. Keep note of the order reference because this
1180
.. i18n: follows all through the process. Usually, in a new database, this will be ``SO007`` . At this stage
1181
.. i18n: you can look at the process linked to your order using the :guilabel:`Process` button above and to the right
1182
.. i18n: of the form.
1184
Once the quotation has been entered you can confirm it immediately by clicking the button
1185
:guilabel:`Confirm Order` at the bottom to the right. Keep note of the order reference because this
1186
follows all through the process. Usually, in a new database, this will be ``SO007`` . At this stage
1187
you can look at the process linked to your order using the :guilabel:`Process` button above and to the right
1190
.. i18n: .. figure:: images/mrp_sale_process.png
1192
.. i18n: :align: center
1194
.. i18n: *Process for handling Sales Order SO007*
1196
.. figure:: images/mrp_sale_process.png
1200
*Process for handling Sales Order SO007*
1202
.. i18n: Start the requirements calculation using the menu :menuselection:`Manufacturing --> Compute All
1203
.. i18n: Schedulers`.
1205
Start the requirements calculation using the menu :menuselection:`Manufacturing --> Compute All
1209
.. i18n: single: semi-finished product
1212
single: semi-finished product
1214
.. i18n: Producing an Intermediate Product
1215
.. i18n: -----------------------------------
1217
Producing an Intermediate Product
1218
-----------------------------------
1220
.. i18n: To understand the implications of requirements calculation, you must know the configuration of the
1221
.. i18n: sold product. To do this, go to the form for product PC2 and click on the link :guilabel:`Bill of
1222
.. i18n: Materials` to the right. You get the scheme shown in :ref:`fig-mrpbomtree` which is the composition
1223
.. i18n: of the selected product.
1225
To understand the implications of requirements calculation, you must know the configuration of the
1226
sold product. To do this, go to the form for product PC2 and click on the link :guilabel:`Bill of
1227
Materials` to the right. You get the scheme shown in :ref:`fig-mrpbomtree` which is the composition
1228
of the selected product.
1230
.. i18n: .. _fig-mrpbomtree:
1232
.. i18n: .. figure:: images/mrp_product_bom_tree.png
1234
.. i18n: :align: center
1236
.. i18n: *Composition of product PC2 in the demonstration data*
1240
.. figure:: images/mrp_product_bom_tree.png
1244
*Composition of product PC2 in the demonstration data*
1246
.. i18n: Manufacturing the PC2 computer must be done in two steps:
1248
Manufacturing the PC2 computer must be done in two steps:
1250
.. i18n: 1: Manufacture of the intermediate product: CPU_GEN
1252
1: Manufacture of the intermediate product: CPU_GEN
1254
.. i18n: 2: Manufacture of the finished product using that intermediate product: PC2
1256
2: Manufacture of the finished product using that intermediate product: PC2
1258
.. i18n: The manufacturing supervisor can then consult the product orders using the menu
1259
.. i18n: :menuselection:`Manufacturing --> Production Orders --> Production Orders To Start`. You then get a
1260
.. i18n: list of orders to start and the estimated start date to meet the ordered customer delivery date.
1262
The manufacturing supervisor can then consult the product orders using the menu
1263
:menuselection:`Manufacturing --> Production Orders --> Production Orders To Start`. You then get a
1264
list of orders to start and the estimated start date to meet the ordered customer delivery date.
1266
.. i18n: .. figure:: images/mrp_production_list.png
1268
.. i18n: :align: center
1270
.. i18n: *List of production orders*
1272
.. figure:: images/mrp_production_list.png
1276
*List of production orders*
1278
.. i18n: You'll see the production order for CPU_GEN but not that for PC2 because that one depends on an
1279
.. i18n: intermediate product. Return to the production order for CPU_GEN and click below it. If there are
1280
.. i18n: several of them, select the one corresponding to your order using the reference that contains your
1281
.. i18n: order number (in this example ``SO007`` ).
1283
You'll see the production order for CPU_GEN but not that for PC2 because that one depends on an
1284
intermediate product. Return to the production order for CPU_GEN and click below it. If there are
1285
several of them, select the one corresponding to your order using the reference that contains your
1286
order number (in this example ``SO007`` ).
1288
.. i18n: .. figure:: images/mrp_production_form.png
1290
.. i18n: :align: center
1292
.. i18n: *The detail of a production order*
1294
.. figure:: images/mrp_production_form.png
1298
*The detail of a production order*
1300
.. i18n: The system shows you that you must manufacture product CPU_GEN using the components: MB1, CPU1, FAN,
1301
.. i18n: RAM. You can then confirm the production twice:
1303
The system shows you that you must manufacture product CPU_GEN using the components: MB1, CPU1, FAN,
1304
RAM. You can then confirm the production twice:
1306
.. i18n: Start of production: consumption of raw materials,
1308
Start of production: consumption of raw materials,
1310
.. i18n: End of production: manufacture of finished product.
1312
End of production: manufacture of finished product.
1314
.. i18n: At this stage, you should click to edit the line for the product MB1 to enter a lot number for it.
1315
.. i18n: The lot number is usually shown the parent chart, so you should just copy that over. To do that put
1316
.. i18n: the cursor in the field :guilabel:`Production Lot` and press :kbd:`<F1>` to create a new lot. Set a lot
1317
.. i18n: reference, for example: ``MB1345678`` . The system may then show you a warning because this lot is not in
1318
.. i18n: stock, but you can ignore this message.
1320
At this stage, you should click to edit the line for the product MB1 to enter a lot number for it.
1321
The lot number is usually shown the parent chart, so you should just copy that over. To do that put
1322
the cursor in the field :guilabel:`Production Lot` and press :kbd:`<F1>` to create a new lot. Set a lot
1323
reference, for example: ``MB1345678`` . The system may then show you a warning because this lot is not in
1324
stock, but you can ignore this message.
1326
.. i18n: The production order must be in the closed state as shown in the figure :ref:`fig-mrpprdfrm`.
1328
The production order must be in the closed state as shown in the figure :ref:`fig-mrpprdfrm`.
1330
.. i18n: .. _fig-mrpprdfrm:
1332
.. i18n: .. figure:: images/mrp_production_form_end.png
1334
.. i18n: :align: center
1336
.. i18n: *Production order after the different stages*
1340
.. figure:: images/mrp_production_form_end.png
1344
*Production order after the different stages*
1346
.. i18n: Manufacture of finished product
1347
.. i18n: --------------------------------
1349
Manufacture of finished product
1350
--------------------------------
1352
.. i18n: Having manufactured the intermediate product CPU_GEN, Open ERP then automatically proposes the
1353
.. i18n: manufacture of the computer PC2 using the order created earlier. So return to the menu for
1354
.. i18n: production orders to start :menuselection:`Manufacturing --> Production Orders --> Production Orders
1357
Having manufactured the intermediate product CPU_GEN, Open ERP then automatically proposes the
1358
manufacture of the computer PC2 using the order created earlier. So return to the menu for
1359
production orders to start :menuselection:`Manufacturing --> Production Orders --> Production Orders
1362
.. i18n: You'll find computer PC2 which has been sold to the customer,
1363
.. i18n: as shown in the figure :ref:`fig-mrpprdlis`.
1365
You'll find computer PC2 which has been sold to the customer,
1366
as shown in the figure :ref:`fig-mrpprdlis`.
1368
.. i18n: .. _fig-mrpprdlis:
1370
.. i18n: .. figure:: images/mrp_production_list_end.png
1372
.. i18n: :align: center
1374
.. i18n: *List of production orders*
1378
.. figure:: images/mrp_production_list_end.png
1382
*List of production orders*
1384
.. i18n: Just as for product CPU_GEN, confirm the production order between two dates: start of production and end
1385
.. i18n: of production.
1387
Just as for product CPU_GEN, confirm the production order between two dates: start of production and end
1390
.. i18n: .. todo:: Between two dates? What does that mean?
1392
.. todo:: Between two dates? What does that mean?
1394
.. i18n: The product sold to the customer has now been manufactured and the raw materials have been
1395
.. i18n: consumed and taken out of stock.
1397
The product sold to the customer has now been manufactured and the raw materials have been
1398
consumed and taken out of stock.
1400
.. i18n: .. tip:: Automatic Actions
1402
.. i18n: As well as managing the use of materials and the production of stocks,
1403
.. i18n: manufacturing can have the following automatic effects which are detailed further on in the
1406
.. i18n: * adding value to stock,
1408
.. i18n: * generating operations for assembly staff,
1410
.. i18n: * automatically creating analytical accounting entries.
1412
.. tip:: Automatic Actions
1414
As well as managing the use of materials and the production of stocks,
1415
manufacturing can have the following automatic effects which are detailed further on in the
1418
* adding value to stock,
1420
* generating operations for assembly staff,
1422
* automatically creating analytical accounting entries.
1424
.. i18n: Delivery of product to the customer
1425
.. i18n: --------------------------------------
1427
Delivery of product to the customer
1428
--------------------------------------
1431
.. i18n: single: picking
1432
.. i18n: single: packing
1438
.. i18n: When the products have been manufactured, the storesperson automatically finds the order in his
1439
.. i18n: list of items to do. To see the items waiting for delivery, use the menu :menuselection:`Stock
1440
.. i18n: Management --> Outgoing Products --> Available Packing`. You'll find lists of packing to
1441
.. i18n: be done, there, as shown in the figure :ref:`fig-mrppacko`.
1443
When the products have been manufactured, the storesperson automatically finds the order in his
1444
list of items to do. To see the items waiting for delivery, use the menu :menuselection:`Stock
1445
Management --> Outgoing Products --> Available Packing`. You'll find lists of packing to
1446
be done, there, as shown in the figure :ref:`fig-mrppacko`.
1448
.. i18n: .. _fig-mrppacko:
1450
.. i18n: .. figure:: images/mrp_packing_out.png
1452
.. i18n: :align: center
1454
.. i18n: *List of packing operations to be done*
1458
.. figure:: images/mrp_packing_out.png
1462
*List of packing operations to be done*
1464
.. i18n: The packing orders are presented in priority order of despatch
1465
.. i18n: so the storesperson must begin with the orders
1466
.. i18n: at the top of the list. Confirm that your packing list has been created by looking for the customer
1467
.. i18n: name ( ``Agrolait`` ) or by its reference ( ``SO007`` ). Click on it and then click the button
1468
.. i18n: :guilabel:`Approve`.
1470
The packing orders are presented in priority order of despatch
1471
so the storesperson must begin with the orders
1472
at the top of the list. Confirm that your packing list has been created by looking for the customer
1473
name ( ``Agrolait`` ) or by its reference ( ``SO007`` ). Click on it and then click the button
1474
:guilabel:`Approve`.
1476
.. i18n: .. tip:: Packing and Delivery
1478
.. i18n: Depending on whether you work in the simplified or extended mode you may need a further
1479
.. i18n: step to make a delivery to your customer, so you'd have to carry out the two steps:
1481
.. i18n: * picking list,
1483
.. i18n: * delivery order.
1485
.. tip:: Packing and Delivery
1487
Depending on whether you work in the simplified or extended mode you may need a further
1488
step to make a delivery to your customer, so you'd have to carry out the two steps:
1495
.. i18n: single: invoicing; at delivery
1498
single: invoicing; at delivery
1500
.. i18n: Invoicing at delivery
1501
.. i18n: ----------------------
1503
Invoicing at delivery
1504
----------------------
1506
.. i18n: Periodically the administrator or an accountant can send invoices based on the deliveries that have
1507
.. i18n: been carried out. To do that, you can use the menu :menuselection:`Stock Management --> Outgoing
1508
.. i18n: Products --> Packing to Invoice --> Packing by Invoice Method`.
1509
.. i18n: You then get a list of all the deliveries that have been made but
1510
.. i18n: haven't yet been invoiced.
1512
Periodically the administrator or an accountant can send invoices based on the deliveries that have
1513
been carried out. To do that, you can use the menu :menuselection:`Stock Management --> Outgoing
1514
Products --> Packing to Invoice --> Packing by Invoice Method`.
1515
You then get a list of all the deliveries that have been made but
1516
haven't yet been invoiced.
1518
.. i18n: So select some or all of the deliveries. Click on the action :guilabel:`Create Invoice`. Open ERP asks
1519
.. i18n: if you want to group the deliveries from the same partner into a single invoice or if you'd prefer to
1520
.. i18n: invoice for each delivery individually.
1522
So select some or all of the deliveries. Click on the action :guilabel:`Create Invoice`. Open ERP asks
1523
if you want to group the deliveries from the same partner into a single invoice or if you'd prefer to
1524
invoice for each delivery individually.
1526
.. i18n: .. figure:: images/mrp_picking_invoice_form.png
1528
.. i18n: :align: center
1530
.. i18n: *Invoicing of deliveries*
1532
.. figure:: images/mrp_picking_invoice_form.png
1536
*Invoicing of deliveries*
1538
.. i18n: Invoices are generated automatically in the ``Draft`` state by Open ERP.
1539
.. i18n: You can modify invoices before approving them finally.
1541
Invoices are generated automatically in the ``Draft`` state by Open ERP.
1542
You can modify invoices before approving them finally.
1544
.. i18n: .. figure:: images/mrp_invoice_list.png
1546
.. i18n: :align: center
1548
.. i18n: *List of invoices generated by the system based on deliveries*
1550
.. figure:: images/mrp_invoice_list.png
1554
*List of invoices generated by the system based on deliveries*
1556
.. i18n: Once you have reviewed the different invoices that were generated, you can confirm them one by one
1557
.. i18n: or all at once by using the available actions. Then print the invoices using the multiple print
1558
.. i18n: option and send them to your customers by post.
1560
Once you have reviewed the different invoices that were generated, you can confirm them one by one
1561
or all at once by using the available actions. Then print the invoices using the multiple print
1562
option and send them to your customers by post.
1564
.. i18n: Traceability
1565
.. i18n: -------------
1570
.. i18n: Now suppose that the customer phones you to tell you about a production fault in a delivered
1571
.. i18n: product. You can consult the traceability through the whole manufacturing chain using the
1572
.. i18n: serial number indicated on the product MB1. To look through the detailed history, use the menu
1573
.. i18n: :menuselection:`Stock Management --> Traceability --> Production Lots`.
1575
Now suppose that the customer phones you to tell you about a production fault in a delivered
1576
product. You can consult the traceability through the whole manufacturing chain using the
1577
serial number indicated on the product MB1. To look through the detailed history, use the menu
1578
:menuselection:`Stock Management --> Traceability --> Production Lots`.
1580
.. i18n: Find the product corresponding to the product or lot number. Once it's been found you can use
1581
.. i18n: traceability as described in the section :ref:`sect-lotmgt` in the :ref:`ch-stocks` chapter.
1583
Find the product corresponding to the product or lot number. Once it's been found you can use
1584
traceability as described in the section :ref:`sect-lotmgt` in the :ref:`ch-stocks` chapter.
1587
.. i18n: single: manufacturing order
1588
.. i18n: single: production order
1589
.. i18n: single: order; manufacturing
1590
.. i18n: single: order; production
1593
single: manufacturing order
1594
single: production order
1595
single: order; manufacturing
1596
single: order; production
1598
.. i18n: Production order in detail
1599
.. i18n: ===========================
1601
Production order in detail
1602
===========================
1604
.. i18n: To open a Production Order, use the menu
1605
.. i18n: :menuselection:`Manufacturing --> Production Orders --> New Production Order`. You get a blank form for
1606
.. i18n: entering a new production order as shown in the figure :ref:`fig-mrpprdnew`.
1608
To open a Production Order, use the menu
1609
:menuselection:`Manufacturing --> Production Orders --> New Production Order`. You get a blank form for
1610
entering a new production order as shown in the figure :ref:`fig-mrpprdnew`.
1612
.. i18n: .. _fig-mrpprdnew:
1614
.. i18n: .. figure:: images/mrp_production_new.png
1616
.. i18n: :align: center
1618
.. i18n: *New production order*
1622
.. figure:: images/mrp_production_new.png
1626
*New production order*
1628
.. i18n: The production order follows the process given by the figure :ref:`fig-mrpprdproc`.
1630
The production order follows the process given by the figure :ref:`fig-mrpprdproc`.
1632
.. i18n: .. _fig-mrpprdproc:
1634
.. i18n: .. figure:: images/mrp_production_processus.png
1636
.. i18n: :align: center
1638
.. i18n: *Process for handling a production order*
1642
.. figure:: images/mrp_production_processus.png
1646
*Process for handling a production order*
1648
.. i18n: The date fields, priority and reference, are automatically completed when the form is first opened.
1649
.. i18n: Enter the product that you want to produce, and the quantity required. The :guilabel:`Product UOM` by
1650
.. i18n: default is completed automatically by Open ERP when the product is first created.
1652
The date fields, priority and reference, are automatically completed when the form is first opened.
1653
Enter the product that you want to produce, and the quantity required. The :guilabel:`Product UOM` by
1654
default is completed automatically by Open ERP when the product is first created.
1656
.. i18n: You then have to set two locations:
1658
You then have to set two locations:
1660
.. i18n: The location from which the required raw materials should be found, and
1662
The location from which the required raw materials should be found, and
1664
.. i18n: The location for depositing the finished products.
1666
The location for depositing the finished products.
1668
.. i18n: For simplicity, put the ``Stock`` location in both places. The field :guilabel:`Bill of Materials` will
1669
.. i18n: automatically be completed by Open ERP when you click the button :guilabel:`Compute Data`. You
1670
.. i18n: can then overwrite it with another BoM to specify something else to use for this specific
1671
.. i18n: manufacture.
1673
For simplicity, put the ``Stock`` location in both places. The field :guilabel:`Bill of Materials` will
1674
automatically be completed by Open ERP when you click the button :guilabel:`Compute Data`. You
1675
can then overwrite it with another BoM to specify something else to use for this specific
1678
.. i18n: The tabs :guilabel:`Planned Products` and :guilabel:`Work Orders` are also completed automatically when you click
1679
.. i18n: :guilabel:`Compute Data`. You'll find the raw materials there that are required for
1680
.. i18n: the production and the operations needed by the assembly staff.
1682
The tabs :guilabel:`Planned Products` and :guilabel:`Work Orders` are also completed automatically when you click
1683
:guilabel:`Compute Data`. You'll find the raw materials there that are required for
1684
the production and the operations needed by the assembly staff.
1686
.. i18n: If you want to start production, click the button :guilabel:`Confirm Production`, and Open ERP then
1687
.. i18n: automatically completes the :guilabel:`Moves` fields in the :guilabel:`Consumed Products` and
1688
.. i18n: :guilabel:`Finished Products` fields.
1689
.. i18n: The information in the :guilabel:`Consumed Products` tab can be changed if:
1691
If you want to start production, click the button :guilabel:`Confirm Production`, and Open ERP then
1692
automatically completes the :guilabel:`Moves` fields in the :guilabel:`Consumed Products` and
1693
:guilabel:`Finished Products` fields.
1694
The information in the :guilabel:`Consumed Products` tab can be changed if:
1696
.. i18n: * you want to enter a serial number for raw materials,
1698
.. i18n: * you want to change the quantities consumed (lost during production).
1700
* you want to enter a serial number for raw materials,
1702
* you want to change the quantities consumed (lost during production).
1704
.. i18n: For traceability you can set lot numbers on the raw materials used, or on the finished
1705
.. i18n: products. To do this click on one of the lines of the first or the third tab.
1706
.. i18n: Note the :guilabel:`Production lot` and :guilabel:`Tracking lot` numbers.
1708
For traceability you can set lot numbers on the raw materials used, or on the finished
1709
products. To do this click on one of the lines of the first or the third tab.
1710
Note the :guilabel:`Production lot` and :guilabel:`Tracking lot` numbers.
1712
.. i18n: Once the order is confirmed, you should force the reservation of materials
1713
.. i18n: using the :guilabel:`Force Reservation` button. This means that you don't have
1714
.. i18n: to wait for the scheduler to assign and reserve the raw materials from your stock for this
1715
.. i18n: production run. This shortcuts the procurement process.
1717
Once the order is confirmed, you should force the reservation of materials
1718
using the :guilabel:`Force Reservation` button. This means that you don't have
1719
to wait for the scheduler to assign and reserve the raw materials from your stock for this
1720
production run. This shortcuts the procurement process.
1722
.. i18n: If you don't want to change the priorities, just
1723
.. i18n: leave the production order in this state and the scheduler will create a plan based on the priority
1724
.. i18n: and your planned date.
1726
If you don't want to change the priorities, just
1727
leave the production order in this state and the scheduler will create a plan based on the priority
1728
and your planned date.
1730
.. i18n: .. todo:: Report that State is not shown on a Production Order
1732
.. todo:: Report that State is not shown on a Production Order
1734
.. i18n: To start the production of products, click :guilabel:`Start Production`. The raw materials are then
1735
.. i18n: consumed automatically from stock, which means that the draft ( ``Waiting`` ) movements become ``Done`` .
1737
To start the production of products, click :guilabel:`Start Production`. The raw materials are then
1738
consumed automatically from stock, which means that the draft ( ``Waiting`` ) movements become ``Done`` .
1740
.. i18n: Once the production is complete, click :guilabel:`Production Finished`. The finished products are
1741
.. i18n: then moved into stock.
1743
Once the production is complete, click :guilabel:`Production Finished`. The finished products are
1744
then moved into stock.
1747
.. i18n: single: scheduler
1748
.. i18n: single: requirements planning
1752
single: requirements planning
1755
.. i18n: ===========
1760
.. i18n: The requirements scheduler is the calculation engine which plans and prioritises production
1761
.. i18n: and purchasing automatically from the rules defined on these products. It's started once
1762
.. i18n: per day. You can also start it manually using the menu :menuselection:`Manufacturing --> Compute All
1763
.. i18n: Schedulers`. This uses all the relevant parameters defined in the products, the suppliers and the company
1764
.. i18n: to determine the priorities between the different production orders, deliveries and supplier
1767
The requirements scheduler is the calculation engine which plans and prioritises production
1768
and purchasing automatically from the rules defined on these products. It's started once
1769
per day. You can also start it manually using the menu :menuselection:`Manufacturing --> Compute All
1770
Schedulers`. This uses all the relevant parameters defined in the products, the suppliers and the company
1771
to determine the priorities between the different production orders, deliveries and supplier
1774
.. i18n: You can set the starting time by modifying the corresponding action in the menu
1775
.. i18n: :menuselection:`Administration --> Configuration --> Scheduler --> Scheduled Actions`. Modify the
1776
.. i18n: ``Run MRP Scheduler`` configuration document.
1778
You can set the starting time by modifying the corresponding action in the menu
1779
:menuselection:`Administration --> Configuration --> Scheduler --> Scheduled Actions`. Modify the
1780
``Run MRP Scheduler`` configuration document.
1782
.. i18n: .. figure:: images/stock_cron.png
1784
.. i18n: :align: center
1786
.. i18n: *Configuring the start time for calculating requirements*
1788
.. figure:: images/stock_cron.png
1792
*Configuring the start time for calculating requirements*
1794
.. i18n: .. tip:: Calculating requirements / scheduling
1796
.. i18n: Scheduling only validates procurement confirmed but not started. These procurement reservations
1797
.. i18n: will themselves start production, tasks or purchases depending on the configuration of the
1798
.. i18n: requested product.
1800
.. tip:: Calculating requirements / scheduling
1802
Scheduling only validates procurement confirmed but not started. These procurement reservations
1803
will themselves start production, tasks or purchases depending on the configuration of the
1806
.. i18n: You take account of the priority of operations in starting reservations and procurement.
1807
.. i18n: The urgent requests, or those with a date in the past, or those with a date earlier than the others will be
1808
.. i18n: started first so that if there are not enough products in stock to satisfy all the requests, the
1809
.. i18n: most urgent will be produced first.
1811
You take account of the priority of operations in starting reservations and procurement.
1812
The urgent requests, or those with a date in the past, or those with a date earlier than the others will be
1813
started first so that if there are not enough products in stock to satisfy all the requests, the
1814
most urgent will be produced first.
1816
.. i18n: .. Copyright © Open Object Press. All rights reserved.
1818
.. Copyright © Open Object Press. All rights reserved.
1820
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
1821
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
1823
.. You may take electronic copy of this publication and distribute it if you don't
1824
.. change the content. You can also print a copy to be read by yourself only.
1826
.. i18n: .. We have contracts with different publishers in different countries to sell and
1827
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
1828
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
1829
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
1830
.. i18n: .. rights of these sales.
1832
.. We have contracts with different publishers in different countries to sell and
1833
.. distribute paper or electronic based versions of this book (translated or not)
1834
.. in bookstores. This helps to distribute and promote the Open ERP product. It
1835
.. also helps us to create incentives to pay contributors and authors using author
1836
.. rights of these sales.
1838
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
1839
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
1840
.. i18n: .. written authorisation for this.
1842
.. Due to this, grants to translate, modify or sell this book are strictly
1843
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
1844
.. written authorisation for this.
1846
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
1847
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
1848
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
1849
.. i18n: .. printed in initial capitals.
1851
.. Many of the designations used by manufacturers and suppliers to distinguish their
1852
.. products are claimed as trademarks. Where those designations appear in this book,
1853
.. and Open Object Press was aware of a trademark claim, the designations have been
1854
.. printed in initial capitals.
1856
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
1857
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
1858
.. i18n: .. resulting from the use of the information contained herein.
1860
.. While every precaution has been taken in the preparation of this book, the publisher
1861
.. and the authors assume no responsibility for errors or omissions, or for damages
1862
.. resulting from the use of the information contained herein.
1864
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
1866
.. Published by Open Object Press, Grand Rosière, Belgium
added
removed
i18n/es/source/book/5/5_15_Manufacturing/5_15_Manufacturing_production.rst
