[IMP] Manufacturing: rewrite for UI changes, recapture images, and add use case.

closes odoo/documentation#12911

X-original-commit: ebaa410e21
Signed-off-by: Zaz Linkous (stul) <stul@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst

@@ -1,81 +1,130 @@
-=====================================
-Manage work orders using work centers
-=====================================
+============
+Work centers
+============
 
-Odoo Manufacturing allows for work orders to be carried out at specific work centers. When a
-manufacturing order is created for a product, any work orders listed in the :guilabel:`Operations`
-tab of the product bill of materials (BoM) will be automatically created as well and assigned to the
-specified work center. Work orders can be managed in the :guilabel:`Manufacturing` module by
-selecting :menuselection:`Operations --> Work Orders`.
+*Work centers* are where **Manufacturing** work orders are processed, and can be used to track
+costs, make schedules, plan capacity, organize equipment, and track efficiency. Specifying a work
+center is required when a work order is defined in the *Operations* tab of a bill of materials (BoM)
+for a product.
 
-In order to use work centers, the :guilabel:`Work Orders` feature must first be enabled. To do so,
-go to the :guilabel:`Manufacturing` module, select :menuselection:`Configuration --> Settings`, and
-activate the checkbox next to :guilabel:`Work Orders`. Work centers can then be created and managed
-by selecting :menuselection:`Configuration --> Work Centers`.
+.. important::
+   Work centers only appear if the :guilabel:`Work Orders` setting is enabled. To do so, navigate to
+   :menuselection:`Manufacturing app --> Configuration --> Settings`, then tick the :guilabel:`Work
+   Orders` checkbox. Work orders can be managed in the :guilabel:`Manufacturing` app by selecting
+   :menuselection:`Operations --> Work Orders`.
 
-Create a work center
-====================
+.. seealso::
+   :doc:`../basic_setup/bill_configuration`
 
-Within the :guilabel:`Manufacturing` module, select :menuselection:`Configuration --> Work Centers
---> Create`. The work center form can then be filled out as follows:
-
-- :guilabel:`Work Center Name`: give the work center a concise name that describes the type of
-  operations it will be used for
-- :guilabel:`Alternative Workcenters`: specify an alternative work center for operations to be
-  carried out at if the main work center is not available
-- :guilabel:`Code`: assign the work center a reference code
-- :guilabel:`Working Hours`: define the number of hours that the work center can be in use each week
-- :guilabel:`Company`: select the company that the work center belongs to
-
-.. image:: using_work_centers/work-center-form.png
-   :align: center
-   :alt: An example of a fully configured work center form.
+Work center configuration
+=========================
 
 .. _manufacturing/management/using_work_centers/wc-setup:
 
-Set standards for work center productivity
-------------------------------------------
+Create a new work center
+------------------------
 
-The :guilabel:`General Information` tab on the work center form allows for productivity goals to be
-assigned to a work center:
+In the **Manufacturing** app, select :menuselection:`Configuration --> Work Centers` and click the
+:guilabel:`New` button to open a new work center form.
 
-- :guilabel:`Time Efficiency`: used to calculate the expected duration of a work order at the work
-  center; for example, if a work order normally takes one hour and the efficiency is set to 200%,
-  the work order will take 30 minutes
-- :guilabel:`Capacity`: the number of products that can be processed at the work center
-  simultaneously
-- :guilabel:`OEE Target`: the target for efficiency at the work center
-- :guilabel:`Time before prod.`: setup time required before work can commence
-- :guilabel:`Time after prod.`: breakdown or cleanup time required after work is finished
-- :guilabel:`Cost per hour`: the cost of operating the work center for one hour
-- :guilabel:`Analytic Account`: the account where the cost of the work center should be recorded
+.. image:: using_work_centers/work-center-form.png
+   :alt: An example of a fully configured work center form.
 
-.. image:: using_work_centers/work-center-general-information.png
-   :align: center
-   :alt: The general information tab of the work center form.
+- :guilabel:`Work Center Name`: the label for the work center used to select it on a work order or
+  on the reporting dashboards
+- :guilabel:`Tag`: reusable labels that can be used to sort work centers in list view
+- :guilabel:`Alternative Workcenters`: where a work order should be carried out if this work center
+  is not available
+- :guilabel:`Code`: reference id for the work center that is displayed in the list view
+- :guilabel:`Working Hours`: the hours that work center can be used during the week
 
-Assign equipment to a work center
----------------------------------
+.. _manufacturing/management/using_work_centers/working-hours:
 
-Using the :guilabel:`Equipment` tab, it is possible for specific pieces of equipment to be assigned
-to a work center. The following information will be displayed for each piece of equipment added:
+Working hours
+~~~~~~~~~~~~~
 
-- :guilabel:`Equipment Name`: the name of the piece of equipment
-- :guilabel:`Technician`: the technician responsible for servicing the equipment
-- :guilabel:`Equipment Category`: the category the equipment belongs to
-- :guilabel:`MTBF`: mean time between failures; the average time that the piece of equipment will
-  operate before failing
-- :guilabel:`MTTR`: mean time to recovery; the average time it takes for the equipment to become
-  fully operational again
-- :guilabel:`Est. Next Failure`: an estimate of when the next equipment failure will occur
-
-.. image:: using_work_centers/work-center-equipment.png
-   :align: center
-   :alt: The equipment tab of the work center form.
+*Working hours* define when a work center should operate, based on a one- or two-week schedule.
+These hours also form the basis for calculating *overall equipment efficiency* (OEE).
 
 .. note::
-    :guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are all calculated
-    automatically based on past failure data, if any exists.
+   By default, Odoo uses the `Standard 40 hours/week` working hours, which expects work centers to
+   operate between 8:00 AM and 5:00 PM on Monday through Friday.
+
+To change the working hours, hover over the current :guilabel:`Working Hours` value and click the
+:icon:`fa-arrow-right` (:guilabel:`Internal link`) icon to open the working hours form.
+
+.. image:: using_work_centers/working-hours-form.png
+   :alt: The working hours form for Standard 40 hours/week.
+
+To create a new set of working hours, click the :guilabel:`New` button and give it a name. From
+here, edit any :guilabel:`Work from` or :guilabel:`Work to` value to adjust the time range. Remove a
+line by clicking click the :icon:`fa-trash-o` :guilabel:`(trash)` icon. To create a new time range,
+click :guilabel:`Add a line` at the bottom of the list.
+
+.. seealso::
+   - :doc:`../reporting/oee`
+   - :doc:`../workflows/work_center_time_off`
+
+Set productivity standards and allowed employees
+------------------------------------------------
+
+The :guilabel:`General Information` tab on the work center form allows for productivity goals to be
+assigned to a work center. These are used as the basis for calculating how much of the potential
+time the work center is being used and its operating costs.
+
+.. image:: using_work_centers/work-center-general-information.png
+   :alt: The general information tab of the work center form.
+
+- :guilabel:`Time Efficiency`: a multiplier for how using this work center affects the normal speed
+  of execution of a work order
+
+  .. example::
+     If a work center has older equipment and work orders take twice as long to produce, the `Time
+     Efficiency` would be `50.00%`.
+
+- :guilabel:`Capacity`: the number of products that can be processed at the work center
+  simultaneously
+
+- :guilabel:`OEE Target`: the target for efficiency at the work center
+
+  .. example::
+     If a work center is available for `8 hours per day` but is only expected to be used for `7
+     hours per day`, the OEE would be `87.50%`. :math:`7/8*100=87.5`
+
+  .. seealso::
+     :doc:`../reporting/oee`
+
+- :guilabel:`Setup Time`: the time required before work can commence on a work order
+- :guilabel:`Cleanup Time`: breakdown or cleanup time required after a work order is finished
+- :guilabel:`Cost per hour`: the operating expense of that workstation. The :guilabel:`per employee`
+  value is for estimating the average cost per employee.
+
+   .. seealso::
+      :doc:`../basic_setup/mo_costs`
+
+- :guilabel:`Allowed Employees`: the employees who can perform work at the work center. If blank,
+  all employees are allowed.
+
+   .. example::
+      If equipment at a work center requires a certification to operate, :guilabel:`Allowed
+      Employees` could list only those employees who have the certification.
+
+Set production capacities
+-------------------------
+
+The :guilabel:`Capacity` setting on a work center creates a default value for how many units can be
+produced at one time in a work center. To specify that a work center can produce different
+quantities of different products, select the :guilabel:`Specific Capacities` tab.
+
+.. image:: using_work_centers/work-center-specific-capacities.png
+   :alt: A work center form with different capacities specified for different products.
+
+.. tip::
+   To specify production capacities in different measurements from a count of units, enable the
+   *Units of Measure* feature in the **Inventory** app.
+
+.. seealso::
+   :doc:`../../maintenance/add_new_equipment`
 
 .. _workcenter_iot:
 
@@ -90,47 +139,155 @@ with a work center:
 - :guilabel:`Action`: the IoT device action triggered
 
 .. image:: using_work_centers/work-center-iot.png
-   :align: center
    :alt: The IoT Triggers tab of the work center form.
 
-Use case: configure an alternative work center
-==============================================
+Assigning equipment to work centers
+===================================
 
-When a work center is at capacity, it cannot accept any new work orders. Instead of waiting for the
-work center to become available, it is possible to specify an alternative work center where surplus
-work orders should be carried out.
+The **Maintenance** app makes it possible to add specific equipment to a work center and
+individually track its costs and productivity. It also adds the :guilabel:`Equipment` and
+:guilabel:`Maintenance` tabs to the work center form, used to list equipment and schedule
+maintenance activities.
 
-Begin by creating a new work center. Configure the :guilabel:`Equipment` tab so that it has all of
-the same equipment as the main work center. This will ensure that the same tasks can be carried out
-at both work centers. Navigate to the main work center and include the new work center in the
-:guilabel:`Alternative Workcenters` selection field.
+.. seealso::
+   :doc:`../../maintenance/add_new_equipment`
 
-Now, create a new manufacturing order that uses the main work center for one of its operations. The
-main work center will automatically be selected for the operation in the :guilabel:`Work Orders`
-tab. After confirming the manufacturing order, click the :guilabel:`Plan` button that appears at the
-top left of the form.
+Configure equipment
+-------------------
 
-.. image:: using_work_centers/manufacturing-order-plan-button.png
-   :align: center
-   :alt: Click the plan button to automatically select an available work center.
+Using the :guilabel:`Equipment` tab, it is possible for specific pieces of equipment to be assigned
+to a work center. The following information is displayed for each piece of equipment added:
 
-If the main work center is at capacity, the work center selected for the operation will be
-automatically changed to the alternative work center.
+- :guilabel:`Equipment Name`: the name of the piece of equipment
+- :guilabel:`Technician`: the technician responsible for servicing the equipment
+- :guilabel:`Equipment Category`: the category the equipment belongs to
+- :guilabel:`MTBF`: mean time between failures; the average time that the piece of equipment will
+  operate before failing
+- :guilabel:`MTTR`: mean time to recovery; the average time it takes for the equipment to become
+  fully operational again
+- :guilabel:`Est. Next Failure`: an estimate of when the next equipment failure will occur
 
-.. image:: using_work_centers/automatic-work-center-selection.png
-   :align: center
-   :alt: The alternative work center is automatically selected.
+.. image:: using_work_centers/work-center-equipment.png
+   :alt: The equipment tab of the work center form.
 
-Monitor work center performance
-===============================
+.. note::
+    :guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are all calculated
+    automatically based on past failure data, if any exists.
 
-Performance for an individual work center can be viewed by selecting
-:menuselection:`Configuration --> Work Centers`, and clicking on a work center. A variety of metrics
-showing work center performance can be viewed at the top right of the form:
+Work center planning
+====================
+
+The currently scheduled work orders can be viewed by accessing :menuselection:`Manufacturing app -->
+Planning --> Planning by Workcenter`.
+
+.. image:: using_work_centers/work-center-planning.png
+   :alt: The Gantt view of planning showing two assembly work centers.
+
+Different views show how many individual work orders are scheduled, how many minutes of each hour
+the work center is in production, and the dates and times that are currently scheduled for work
+orders. Times and planned work centers can be changed by clicking to access the individual work
+order.
+
+Work center performance
+=======================
+
+Performance for an individual work center can be viewed by selecting :menuselection:`Configuration
+--> Work Centers`, and clicking on a work center. Metrics are displayed in smart buttons at the top
+of the form.
+
+.. image:: using_work_centers/work-center-smart-buttons.png
+   :alt: A work center form with smart buttons showing performance metrics.
+
+- :guilabel:`OEE`: overall equipment effectiveness, the percentage of time that the work center has
+  been productive out of its available work hours.
+
+   .. seealso::
+      - :doc:`../reporting/oee`
 
-- :guilabel:`OEE`: overall effective efficiency, the percentage of time that the work center has
-  been fully productive
 - :guilabel:`Lost`: the amount of time lost due to work stoppages
 - :guilabel:`Load`: the amount of time it will take to complete the current workload
 - :guilabel:`Performance`: the real duration of work time, shown as a percentage of the expected
   duration
+
+Use case: measuring performance by shift using work centers
+===========================================================
+
+Work centers support defined working hours, enabling the tracking of production efficiency by shift.
+To configure shift-based tracking, create working hours for each of the shifts, then duplicate
+versions of each work center for each of the shifts. With this setup, comparing shift productivity
+can be done with any of the available :doc:`reporting <../../../essentials/reporting>` tools.
+
+Working hours for multiple shifts
+---------------------------------
+
+To create working hours for multiple shifts, open a work center form and in the :guilabel:`Working
+Hours` field click the :icon:`fa-arrow-right` (:guilabel:`Internal link`), and then click the
+:guilabel:`New` button to create a new set of hours for the second shift.
+
+.. example::
+   A manufacturer has two shifts: a day shift from 5 AM to 1 PM and a night shift from 1 PM to 9 PM.
+   Starting from any existing work center, edit the existing working hours to match the day shift.
+
+   .. image:: using_work_centers/example-shift-day.png
+      :alt: The working hours for a day shift
+
+   Once the day shift is saved, click the :icon:`fa-cog` :guilabel:`(cog)` icon and select
+   :guilabel:`Duplicate`. Rename this new schedule `Night Shift` and change each :guilabel:`Work
+   from` to 1 PM and :guilabel:`Work from` to 9 PM.
+
+   .. image:: using_work_centers/example-shift-night.png
+      :alt: The working hours for a night shift
+
+Work centers for multiple shifts
+--------------------------------
+
+To create the duplicate work centers, return to the work center view by navigating to
+:menuselection:`Configuration --> Work Centers` and duplicating each of the work centers that are
+used by both shifts, either on the individual work center forms, or directly from the list view.
+
+.. tip::
+   To duplicate work centers directly from the list view, click the :icon:`fa-check-square-o`
+   :guilabel:`(checkbox)` that appears above the list items to select all. Then, click the
+   :icon:`fa-cog` :guilabel:`Actions` button at the top of the list and select
+   :guilabel:`Duplicate`.
+
+.. example::
+   A manufacturer has two work centers, `Assembly Line 1` and `Assembly Line 2`, and two working
+   hours, `Day Shift` and `Night Shift`.
+
+   .. image:: using_work_centers/work-centers-with-shifts.png
+      :alt: Work centers copied for day and night shifts.
+
+  To create versions of `Assembly Line 1` and `Assembly Line 2` for each shift, duplicate each of
+  the work centers. Select the first work center and add the shift name in that work center's name
+  and assign it the appropriate working hours. Optionally, configure each work center to use its
+  opposite shift counterpart as an alternate work center to make sure that manufacturing orders get
+  assigned to both. Tags can also help make a visual distinction between each shift.
+
+   .. tip::
+      Use the :icon:`oi-chevron-left`
+      :guilabel:`(left arrow)` and :icon:`oi-chevron-right` :guilabel:`(right arrow)` buttons in the
+      top left corner to move on to the next form in the list without returning to the list view.
+
+Reports comparing different shifts
+----------------------------------
+
+With multiple work centers created to represent shifts, reports that sort by work center will now
+compare shifts. This can be used to compare the number of work orders that are being assigned each
+shift, the OEE, or actual time that each shift is taking to produce a product.
+
+.. example::
+   A report has been created to compare the time efficiency of two shifts producing the same product
+   in the same work center.
+
+   .. image:: using_work_centers/work-order-duration-deviation.png
+      :alt: A bar graph of two work centers with duration deviations of -6.50 and 15.00
+
+   To create this report, go to :menuselection:`Reporting --> Work Orders` and click to remove the
+   :icon:`fa-filter` **Ready** *or* **Waiting** *or* **Pending** *or* **In Progress** filter by
+   clicking the :icon:`fa-x` :guilabel:`Remove` icon on its right side. Next, click the
+   :guilabel:`Measures` button and select :guilabel:`Duration Deviation (%)`
+
+   In this case, the day shift has on average taken more than the expected time to produce products
+   (-6.50%) while the night shift took less than the expected time (15.00%).
+