diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst index 71b744b9e..c5d6a1e46 100644 --- a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst +++ b/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. 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