Community mailing list archives
Re: how to process service orders.by
Vauxoo S.A. de C.V., Humberto
|I like Zakaria's proposal, though I would add the following:|
Besides doing what He has proposed I think that Martin is looking a way
to keep control on the devices his is trying to keep an eye on.
this will only be confirmed by him, I am just assuming that because
of this comment:
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).
|I think that that could be addressed using a) locations b) analytic accounts,|
a) I like locations, because this way you could create as many location for each of the devices
he would like to keep control on. This way he creates a location for the appliance he has sold to customer
Let us say,
Stock Location =>> Customer Location
Afterwards if customer subscribe a PostService Contract, Martin creates a new location with
the regarding information about the appliance been sold (model/type serial number and so on)
if true, then the appliance that was sold is translated to this new location (a virtual location)
This way he can keep track of the appliance.
Customer Location ==>> ApplianceLocation(Serial/Model/OtherInfo)
when new services arise and new materials, as proposed by Zakaria, are required to fulfill
the maintenance contract this should be moved to this location after the services has been supplied
Though this way could be combersome it could pose a solution to the problem of keep tracking
of the resources that were allocated to a service of maintenance.
b) I would like to use analytic accounts/projects, because in each order you have created
using again Sakaria's proposal you could the analytic accounts when consuming the
products in the Maintenance service, if using realtime valuation, you could keep track
of the cost of the resources using in the Service Order,
you could use even both proposal but I think that could be more cumbersome,
this way you could keep track of the resource and where they were allocated,
and without developing.
Hope someone else could fine a easier solutions because I think my solution
has to be improved yet,
Hope this could give you a glance how to solve your problem
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 <email@example.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).Do you mean the products which are needed to fulfill the maintenance or the devices itself where the maintenance is for?Also your products should be configured as a service, make to order, manufacture. So the project are created automatically.Kind regards,MartinOp 28 aug. 2014, om 10:35 heeft Zakaria Makrelouf <firstname.lastname@example.org> 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 <email@example.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--Best Regards,Zakaria Makrelouf
Best Regards,Zakaria Makrelouf