[IMP] Multilevel BoM updates

closes #12182

Signed-off-by: Zachary Straub (zst) <[email protected]>

Author: justinmallette

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

@@ -1,75 +1,76 @@
-=============================
-Manage semi-finished products
-=============================
+===============
+Multilevel BoMs
+===============
 
-A *semi-finished product*, also known as a *subassembly*, is a manufactured product that is used as
-a component in another product's bill of materials (BoM). Semi-finished products are used to
-simplify complex :abbr:`BoMs (Bills of Materials)` or to more accurately represent a manufacturing
-flow. A :abbr:`BoM (Bill of Materials)` that contains semi-finished products is referred to as a
-*multilevel BoM*, where the main *top-level product* and its subassemblies are distinguished.
+.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
+.. |BOMs| replace:: :abbr:`BoMs (Bills of Materials)`
 
-Configure semi-finished products
-================================
+Use a multilevel bill of materials (BoM) when a manufactured product is part of another assembly.
+This method nests |BOMs| within other |BOMs|, organizing complex products while simplifying
+manufacturing by defining each procurement and production step separately.
 
-To set up a multilevel :abbr:`BoM (Bill of Materials)`, the top-level product and semi-finished
-products must be configured. Therefore, the first step is to create the semi-finished products and
-their :abbr:`BoMs (Bills of Materials)`.
+Sublevel |BOMs| (subassemblies or semifinished products) streamline these production workflows, and
+are beneficial when the subassembly is used across multiple finished products (meaning they'd appear
+on multiple top-level |BOMs|). The more complicated a product is to build or procure, the more value
+a multilevel |BOM| can provide.
 
-.. seealso::
-   :doc:`../basic_setup/bill_configuration`
+Create a multilevel BoM
+=======================
+
+To set up a multilevel |BOM|, the top-level product and sublevel products's |BOMs| must be created.
+If starting from scratch, build the |BOMs| from the bottom up. Start with the lowest-level product
+|BOMs|, then include those products as components in higher-level |BOMs|.
+
+For example, a printed circuit board (PCB) for a custom keyboard would be composed of hundreds of
+electronic components, such as transistors, resistors, and capacitors. Instead of listing all of
+those components out, a sublevel product and |BOM| for `PCB` is created, to track the quantities of
+transistors and other small components, without needing to overcrowd the toplevel |BOM| for custom
+keyboard with listing them. Instead, the custom keyboard's |BOM| consists of an assortment of
+components and sublevel |BOMs| alike, like keycaps, switches, the PCB, and keyboard plate.
 
-.. image:: sub_assemblies/semifinished-product-bom.png
-   :align: center
-   :alt: A bill of materials for a semi-finished product.
+:doc:`Learn how to build a simple bill of materials <../basic_setup/bill_configuration>`. For the
+PCB, this would include the transistors, resistors, and other components.
 
-Create the top-level bill of materials (BoM)
-============================================
+.. image:: sub_assemblies/sublevel-bom.png
+   :alt: A bill of materials for a PCB.
 
-After the semi-finished products are fully configured, navigate to :menuselection:`Manufacturing
---> Products --> Products`. Then, :guilabel:`Create` the top-level product. Configure the product's
-specifications as desired, and be sure to :guilabel:`Save`.
+After the sublevel products (like the PCB, keycaps, and keyboard plate) are fully configured, create
+the top-level product by navigating to :menuselection:`Manufacturing --> Products --> Products`, and
+then selecting :guilabel:`New`. From here, configure the product's specifications as needed.
 
-Once the top-level product is configured, click the :guilabel:`Bill of Materials` smart button on
-the product form, then click :guilabel:`Create` to make a :abbr:`BoM (Bill of Materials)` for the
-top-level product. Then, simply add the semi-finished products to this :abbr:`BoM (Bill of
-Materials)`, along with any other necessary components.
+Once the top-level product (the keyboard) is configured, click the :guilabel:`Bill of Materials`
+smart button on the product form, and then select :guilabel:`New` to make a |BOM| for the top-level
+product. Add the sublevel products to this |BOM|, along with any other necessary components.
 
-.. image:: sub_assemblies/custom-computer-bom.png
-   :align: center
-   :alt: A bill of materials for a top-level product, containing a subassembly component.
+.. image:: sub_assemblies/top-level-bom.png
+   :alt: A bill of materials for a keyboard, containing a bill of materials for a PCB.
 
 Manage production planning
 ==========================
 
-There are several methods to manage manufacturing order automation for products with multilevel
-:abbr:`BoMs (Bills of Materials)`.
+The two options below are two of the best ways to manage manufacturing order automation for products
+with multilevel |BOMs|.
 
 .. note::
-    Semi-finished products are specifically used to manage manufacturable products with multilevel
-    BoMs. If a BoM is being created simply to organize components or bundle sellable products,
-    using :doc:`Kits <kit_shipping>` is the more appropriate option.
+   Complex |BOMs| are specifically used to manage products that require manufactured components. If
+   a BoM is being created to organize components or bundle sellable products, :doc:`use a kit
+   <kit_shipping>` instead.
 
-To automatically trigger manufacturing orders for semi-finished products after confirming a
-manufacturing order for the main product, there are two options:
+To automatically trigger manufacturing orders for sublevel products after confirming a manufacturing
+order for the main product, there are two options:
 
-- **Option 1 (recommended):** Create *Reordering Rules* for the semi-finished products and set both
-  the minimum and maximum desired stock quantities to `0`.
+- **Option 1 (recommended):** Create *Reordering Rules* for the sublevel products and set both the
+  minimum and maximum needed stock quantities to `0`.
+- **Option 2:** Activate the :guilabel:`Replenish on Order (MTO)` and :guilabel:`Manufacture` routes
+  under the :guilabel:`Inventory` tab of the sublevel product's product form.
 
 .. seealso::
    :doc:`../../purchase/products/reordering`
+   :doc:`../../inventory/warehouses_storage/replenishment/mto`
 
-- **Option 2:** Activate the :guilabel:`Replenish on Order (MTO)` and :guilabel:`Manufacture`
-  routes under the :guilabel:`Inventory` tab of the semi-finished product's product form.
-
-Option 1 is more flexible than Option 2 and is therefore recommended. Reordering rules do not
-directly link demand to replenishment, and therefore allow stocks to be unreserved and redirected
-to other orders, if necessary. The Replenish on Order (MTO) route creates a unique link between the
-semi-finished and top-level products, exclusively reserving quantities for the confirmed top-level
-manufacturing order.
-
-Regardless of the method chosen, semi-finished products must be fully manufactured before
-manufacturing can begin on the top-level product.
+Option 1 is more flexible than Option 2 and is recommended. Reordering rules do not directly link
+demand to replenishment, allowing stock to be unreserved and reassigned as needed. The Replenish on
+Order (MTO) route, however, uniquely links sublevel and top-level products, reserving quantities for
+the confirmed top-level manufacturing order.
 
-.. image:: sub_assemblies/semifinished-on-mo.png
-   :align: center
-   :alt: A manufacturing order for a top-level product.
+In both methods, sublevel products must be fully manufactured before starting the top-level product.