This question has been flagged
1 Reply
3220 Views
fieldserial_numberservicesexternallyowned
Avatar
Community Question

Our business is the maintenance of equipment.

We want something to take care of customer equipment we are looking after that was not necessarily sold by us to our customer.  i.e. we maintain equipment (which have serials) which are not in Odoo.

We want to keep track of all visits based on the Customer and the Serial Number of the equipment being maintained.

When we looked at Netsuite, they do support this. 

How can Odoo do the same thing?

Avatar
Discard
Avatar
Ray Carnes (ray)
Best Answer

This is a great example of a requirement that can be met by using Odoo Studio to customize Odoo. 

By creating a custom field and a smart button, you can do the following:

  • enter the serial number of equipment not sold by you

  • use Field Services to maintain that equipment

  • see all visits over time for a specific serial number

 

Custom field:

1. From Field Services --> My Tasks --> Tasks, activate Odoo Studio

2. Click Views, then Form

3. Drag a New Many2one field to the Form (I put it under Project)

4. Related this field to the Lot/Serial model:



This gives you the ability to create a Serial Number prior to visiting, or during the visit, depending on when you learn of the Serial Number of the equipment you are looking after.


Smart Button:

1. From Inventory --> Products --> Lots/Serial Numbers, activate Odoo Studio

2. Click Views, then Form

3. Hover near the Location Smart Button until you see a PLUS icon:


4. Click the icon and add a Smart Button to show all Field Service visits:



This gives you the ability to show all Field Service Visits for a specific Serial Number.



Now, Users add the Serial to the Field Service Task:



They then enter the "product" for the Serial*:



They can add any model information in the Internal Reference field.  


When looking at the Serial Number in the Inventory App:






* Note that you can Archive the product if you don't want to see it in your Product Master data - and the inactive status can be defined as a default via context on the Lot/Serial field on the form (extra credit!) so that all products created via Field Services Tasks are archived automatically.


Avatar
Discard