Demo video: Documents - MRP
Problem
While operating the manufacturing process, you may have lots of scanned and attached documents on the ERP System and can't organize, or divide them into different folders such as product design or assembling instructions on each work order effectively.
Solution
The Document management app will help you to manage all documents related to your manufacturing process. This module will create sample data for workspace, team, tag, action, and document generation rules.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_mrp.
- Press Install.
Instruction
How it works
1. Upload documents onto the system
After setting up the BoM (Bills of Materials), you create a manufacturing order. On the chatter section, select the Pin icon and press Add attachments the attach the manufacturing-related document: Blueprint, images, guidance, etc. in pdf, docs, etc.
2. Check the attached document
After you attach the documents to the manufacturing order, enter the Documents app, and select the Manufacturing workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn some actions that can be performed on documents, refer to the Document approval article.
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