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Re: how to process service orders.

by
Zakaria
- 08/28/2014 05:34:41
lets say you have this configuration:
 
Sale order SO0001 that have a sale order line that contain "maintenance service" product
1- " Mainstenance Service" should be configured as:
       - product type : Service.
       - Procurement Method: Make to Order.
       - Supply Method: Manufacturing.

2- Create a bill of material for this product that include:
       a- Service 1 : configured as service, make to order, manufacturing ( without bill of material ofc, this will create for you a project for your tasks).
       b - maintenance part : configured as stackable product, make to order, manufacturing. Add your bill of material  (this will help to track your raw materials used to fulfil this service).

3- All what it is left, is  the configuration of your analytic account where u consolidate all the costs spent on the project. And be careful in the accounting part as now u'll be having some stock movement going on.

[ I didn't test this configuration in my local but im pretty confident that would do it for ]



           


On Thu, Aug 28, 2014 at 12:58 PM, Martin Temmink <martin.temmink@gmail.com> wrote:

That’s exactly what i have been trying to do.

And most of it works, like keeping track of the hours spend and travel costs/materials, and creating the invoice based on task and materials.

The problem with this is, that i’m not able to keep track for which device the maintenance was for (like model/type and serial number).

Also your products should be configured as a service, make to order, manufacture. So the project are created automatically.

Do you mean the products which are needed to fulfill the maintenance or the devices itself where the maintenance is for?


Kind regards,
Martin



Op 28 aug. 2014, om 10:35 heeft Zakaria Makrelouf <z.makrelouf@gmail.com> het volgende geschreven:

You should be using the project management module. The module allows you to invoice your customer based on tasks.
Also your products should be configured as a service, make to order, manufacture. So the project are created automatically.
 


On Thu, Aug 28, 2014 at 12:24 PM, Martin Temmink <martin.temmink@gmail.com> wrote:
hi,

we are using openerp v7 for our company, and we would like to use openerp also for our service team.
The service team mostly works at the customers location to solve issue’s like corrective maintenance and pro-active maintenance on equipment owned by the customers.

We would keep track of the following items:

- hours spend working.
- travel time
- travel distance
- parts used for the maintenance
- customer
- device (model/type/serial nr)

Preferably the Service Engineer could print an report (work-order) for this. which has to be signed of by the customer when he is finished.
so we can invoice the work-order to the customer.

Most of the requirement we can do by using an analytic account where we can register the hours/travel time and parts used. 
But how can we keep track of de device and it’s information where the maintenance was for (installed base)?

I have been investigation the MRO and repair modules but I’m thinking they are more for equipment owned by the company that is using openerp, then for customers equipment. Or do i make a wrong assumption?

Kind regards,

Martin






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Best Regards,
Zakaria Makrelouf

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_______________________________________________
Mailing-List: https://www.odoo.com/groups/community-59
Post to: mailto:community@mail.odoo.com
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--
Best Regards,
Zakaria Makrelouf