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Manufacturing: Manufacturing Planning


Purpose

The purpose of this document will go over the different ways to set up planning for your manufacturing and purchase orders within the Odoo Manufacturing app.

Process

To get started, navigate to the Manufacturing application. 

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Master Production Schedule  (Enterprise Feature)

One way to plan your manufacturing calendar is with the Master Production Schedule, which allows you to program your demand for certain products by day, week, or month and map out the indirect demand for a product if it's used as a component in another product.

By forecasting your demand, you can trigger manufacturing and purchase orders automatically to fulfill your forecasted demand.

To activate the Master Production Schedule, go to Configuration > Settings and scroll down to the Planning section. Select the checkbox next to Master Production Schedule

You can set the time range that you want your Master Production Schedule to be set for on this screen.

Once you've activated the MPS and set your time range, click Save

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Navigate to PLANNING > MASTER PRODUCTION SCHEDULE

Not all products are best managed using the Master Production Schedule. For most products, you can use re-ordering rules to keep appropriate stock levels on hand. However, if you have a long lead time for ordering products overseas or you have complicated production flows, then using the Master Production Schedule would give you a better view of your demand and control over your stock levels. 

On Master Production Schedule page, select ADD A PRODUCT and choose which product you want to track using the master production schedule.

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Once you have added the products that you want to manage in this tool, you need to input the Forecasted Demand. If you are listing component products and their parent products, it's best to enter the forecasted demand for the parent product first so that you can see the indirect demand for the component products at the beginning of the process.

The Master Production Schedule won't provide you with up to the minute data on your demand based on your sale orders, but it will allow you to project slumps and spikes in demand depending on the time of year or other factors that you can expect in your production line so you'll be better equipped to plan out your manufacturing timelines and purchase orders. 

You can review your currently pending manufacturing orders or sales orders to get an idea of your known demand. To review your pending manufacturing orders go to OPERATIONS > MANUFACTURING ORDERS.

On this page, we will use the  Group By  feature to help us estimate demand for specific products. 

From the   Group By   drop down menu select Product and then select Scheduled Date and choose the date range you would like to group by.

These filters will allow you to see all of the Manufacturing Orders you have for a given product within the specified time range you selected.

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Using these kinds of filtering options can give you a starting point for your Demand Forecast and then you can adjust it from there to account for expected increases or decreases in a period of time. For example, tp plan for a 10% increase in orders for a product during a planned holiday sale. 

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Next, you will input the To Receive/To Supply/Produce numbers by clicking either SET MIN-MAX or SET TARGET.

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  On the following pop-up window you can input the below: 

  • Forecasted Target: is the amount of stock that you want to have on hand after your demand is met. 

  • Minimum to Supply: is the minimum amount of supply you will produce every day/week/month regardless of the demand you have forecasted. 

  • Maximum to Supply: is the maximum amount you can supply for a given time period. 

  • Active in MPS: This checkbox allows you to remove the product from the MPS by de-selecting it. 

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Odoo will use these inputs to calculate your resulting inventory and carry that over into the next day, week, month in the Starting Inventory line. 

You can update the numbers in the Demand Forecast or To Receive/To Supply/Produce fields as needed by double clicking the field and then entering in the new data. Once done, hit Apply and this will recalculate all fields that will be impacted by the number change (including calculating Indirect Demand for component products, if also on the MPS). 

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The Indirect Demand field will populate if there is demand for a parent product that causes demand for its component products to fulfill its orders. This will give you insights into the total demand for component products that's calculated from their indirect demand plus their direct forecasted demand. 

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Once your numbers are input for your needs, and as long as you have the lead times set for your products, you can hit the LAUNCH GREEN CELLS button and then the manufacturing orders and purchase orders will execute in time to fulfill the demand on the day/week/month as you've outlined in your Master Production Schedule automatically.

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Planning by Production and Work Center

For a more granular view of your production schedule, you can review your work orders across all of your work centers or by individual work center. The management of the Work Orders on both views is the same, the only different is the organization of the work orders, we will walk you through how to manage the tracking and planning of your work orders from the Production view.

Planning by Production and Work Center will allow you to do shorter term planning and scheduling of work orders that are pending as well as show you completed works orders, when they were done, and other details about the work order.  

To activate planning, go to ConfigurationSettings

Select the check mark next to Work Orders and when ready, hit Save

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Next, navigate to Planning > Planning by Production

From here, you will see all of your Manufacturing Orders across all of your work centers and their associated Work Orders. To filter the orders that you see to only pending orders, select the  Filters  option underneath the search bar and choose Pending

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You can also choose a time range that you want to plan or review your work orders by using the buttons on the top left of the page. The default view will be set to Month, but you can adjust it to Day, Week, Year, or Today

Once you have your time range set, you will see your work orders on the grid with the Manufacturing Order and Work Order Numbers each having their own rows and the columns defining the day, week, hour, or year that you filtered the time range by. 

From here, you can visualize your current work orders and re-arrange, re-schedule, and view the details of your production. 

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If you click on any of the work orders on the view it will open a window that will allow you to view and manage its details and modify the information. The product To produce, Quantity Produced, as well as the Work Order's status are all visible and you cannot edit them from this window. 

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There are additional tabs where you can view and edit additional details about the order. 

Current Production tab:

  • Current Qty: Allows you to view and adjust the quantity of goods to produce for the Work Order.

  • Lot/Serial Number: Allows you to set a lot or serial number for the Work Order. 

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Time Tracking tab:

  • Planned Date: The planned date, start and end time of the Work Order. 

  • Expected Duration: The amount of time it is expected to take to compete the Work Order. 

  • Effective Date: The date, start and end time that the Work Order was actually processed. (This will only fill in once the Work Order has been completed). 

  • Real Duration: The actual time it took to complete the Work Order. (This will only fill in once the Work Order is completed.) 

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Miscellaneous tab:

  • Work Order: The Work Order type. 

  • Work Center: The Work Center where this will be processed. 

  • Manufacturing Order: The associated Manufacturing Order. 

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Finished Steps tab: If any work has been done on the order, this will show you the steps finished already, who did it, when it was done, and the result of the work. 

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