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| Original file line number | Diff line number | Diff line change |
|---|---|---|
|
|
@@ -7,7 +7,7 @@ Field Service - Accounting | |
| !! This file is generated by oca-gen-addon-readme !! | ||
| !! changes will be overwritten. !! | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:3fa3351ebcc09ea5cfc7ea3224123d975938cb1b27c8d5dc45c055a26e03af5b | ||
| !! source digest: sha256:0d9ec580c9cb97efde5e11faf1b37fad3aacdab726fce299eb7582c45ce241b7 | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
|
|
@@ -71,17 +71,17 @@ Authors | |
| Contributors | ||
| ------------ | ||
|
|
||
| - Michael Allen <[email protected]> | ||
| - Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
| - Raphaël Reverdy <[email protected]> | ||
| - Brian McMaster <[email protected]> | ||
| - Michael Allen <[email protected]> | ||
| - Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
| - Raphaël Reverdy <[email protected]> | ||
| - Brian McMaster <[email protected]> | ||
|
|
||
| Other credits | ||
| ------------- | ||
|
|
||
| The development of this module has been financially supported by: | ||
|
|
||
| - Open Source Integrators <https://opensourceintegrators.com> | ||
| - Open Source Integrators <https://opensourceintegrators.com> | ||
|
|
||
| Maintainers | ||
| ----------- | ||
|
|
||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
|
|
@@ -7,7 +7,7 @@ Field Service - Sales | |
| !! This file is generated by oca-gen-addon-readme !! | ||
| !! changes will be overwritten. !! | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:85a5f9ae96f5849fc91846cd0eb90412670a42063a94ddc3b05cfe6fb907ccab | ||
| !! source digest: sha256:3ec8c427c55e25329ff64bda8ffe4fc3d913b027072cc0452418a62989faa28a | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
|
|
@@ -57,53 +57,53 @@ service order if the product is sold via sale order. | |
| To configure a product that generates a unique field service order on | ||
| each sale order line: | ||
|
|
||
| - Go to Sales > Catalog > Products | ||
| - Create or select a product | ||
| - Set the Field Service Tracking to 'One FSM Order per Sale Order Line' | ||
| - Select the FSM Order Template that will be used for creating FSM | ||
| Orders when a Sale Order is confirmed with this product | ||
| - Go to Sales > Catalog > Products | ||
| - Create or select a product | ||
| - Set the Field Service Tracking to 'One FSM Order per Sale Order Line' | ||
| - Select the FSM Order Template that will be used for creating FSM | ||
| Orders when a Sale Order is confirmed with this product | ||
|
|
||
| To configure a product that generates a unique field service order for | ||
| an individual sale order: | ||
|
|
||
| - Go to Sales > Catalog > Products | ||
| - Create or select a product | ||
| - Set the Field Service Tracking to 'One FSM Order per Sale Order' | ||
| - Select the FSM Order Template that will be used for creating FSM | ||
| Orders when a Sale Order is confirmed with this product | ||
| - Go to Sales > Catalog > Products | ||
| - Create or select a product | ||
| - Set the Field Service Tracking to 'One FSM Order per Sale Order' | ||
| - Select the FSM Order Template that will be used for creating FSM | ||
| Orders when a Sale Order is confirmed with this product | ||
|
|
||
| To setup a sales territory: | ||
|
|
||
| - Go to Field Service > Master Data > Locations | ||
| - Create or select a location | ||
| - Go to the Sales tab and select the sales territory | ||
| - Go to Field Service > Master Data > Locations | ||
| - Create or select a location | ||
| - Go to the Sales tab and select the sales territory | ||
|
|
||
| Usage | ||
| ===== | ||
|
|
||
| - Go to Sales | ||
| - Go to Sales | ||
|
|
||
| - Create a new Quotation/Sale Order | ||
| - Create a new Quotation/Sale Order | ||
|
|
||
| - Set the FSM Location to be used | ||
| - Set the FSM Location to be used | ||
|
|
||
| - On a Sale Order Line, select a product configured for field service | ||
| orders | ||
| - On a Sale Order Line, select a product configured for field service | ||
| orders | ||
|
|
||
| - Confirm the Sale Order | ||
| - Confirm the Sale Order | ||
|
|
||
| - Field Service orders linked to SO lines are created | ||
| - Field Service orders linked to SO lines are created | ||
|
|
||
| - | When a Field Service order is completed, the quantity delivered for | ||
| its | ||
| | linked sale order line will be updated to the quantity ordered, | ||
| indicating this line is ready for invoicing. | ||
| - | When a Field Service order is completed, the quantity delivered for | ||
| its | ||
| | linked sale order line will be updated to the quantity ordered, | ||
| indicating this line is ready for invoicing. | ||
| Known issues / Roadmap | ||
| ====================== | ||
|
|
||
| - Provide a mapping between an address and the branch and use it to set | ||
| the pricelist of a new partner | ||
| - Provide a mapping between an address and the branch and use it to set | ||
| the pricelist of a new partner | ||
|
|
||
| Bug Tracker | ||
| =========== | ||
|
|
@@ -126,20 +126,20 @@ Authors | |
| Contributors | ||
| ------------ | ||
|
|
||
| - Open Source Integrators <https://opensourceintegrators.com> | ||
| - Open Source Integrators <https://opensourceintegrators.com> | ||
|
|
||
| - Steve Campbell <[email protected]> | ||
| - Maxime Chambreuil <[email protected]> | ||
| - Wolfgang Hall <[email protected]> | ||
| - Raphael Lee <[email protected]> | ||
| - Steve Campbell <[email protected]> | ||
| - Maxime Chambreuil <[email protected]> | ||
| - Wolfgang Hall <[email protected]> | ||
| - Raphael Lee <[email protected]> | ||
|
|
||
| - Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
| - Brian McMaster <[email protected]> | ||
| - Rapha??l Reverdy <[email protected]> | ||
| - Cl??ment Mombereau <[email protected]> | ||
| - `Tecnativa <https://www.tecnativa.com>`__: | ||
| - Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
| - Brian McMaster <[email protected]> | ||
| - Rapha??l Reverdy <[email protected]> | ||
| - Cl??ment Mombereau <[email protected]> | ||
| - `Tecnativa <https://www.tecnativa.com>`__: | ||
|
|
||
| - Stefan Ungureanu | ||
| - Stefan Ungureanu | ||
|
|
||
| Maintainers | ||
| ----------- | ||
|
|
||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
|
|
@@ -7,7 +7,7 @@ Field Service - Sales - Recurring | |
| !! This file is generated by oca-gen-addon-readme !! | ||
| !! changes will be overwritten. !! | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:3bbf12326d5e055efaf38fbe2d00fb0975cbfda5b52be429ed5d7c921c070593 | ||
| !! source digest: sha256:e3bb0ee202c1bdb070bd757f5892b617489146373cfa422120ed800e4a2b8311 | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
|
|
@@ -40,29 +40,29 @@ Configuration | |
|
|
||
| To setup a product for quoting and selling field service orders: | ||
|
|
||
| - Go to Sales > Catalog > Products | ||
| - Go to Sales > Catalog > Products | ||
|
|
||
| - Create or select a product | ||
| - Create or select a product | ||
|
|
||
| - Set the Product Type to 'Service' under General Information tab | ||
| - Set the Product Type to 'Service' under General Information tab | ||
|
|
||
| - Under Invoicing tab, set the Field Service Tracking option | ||
| - Under Invoicing tab, set the Field Service Tracking option | ||
|
|
||
| - | Select the FSM Order Template that will be used for creating FSM | ||
| Orders when | ||
| | a Sale Order is confirmed with this product | ||
| - | Select the FSM Order Template that will be used for creating FSM | ||
| Orders when | ||
| | a Sale Order is confirmed with this product | ||
| Usage | ||
| ===== | ||
|
|
||
| - Go to Sales | ||
| - Create a new Quotation/Sale Order | ||
| - Set the FSM Location to be used | ||
| - On a Sale Order Line, select a product configured for field service | ||
| orders | ||
| - Confirm the Sale Order | ||
| - Field Service Recurring Orders are generated and linked with sale | ||
| order line | ||
| - Go to Sales | ||
| - Create a new Quotation/Sale Order | ||
| - Set the FSM Location to be used | ||
| - On a Sale Order Line, select a product configured for field service | ||
| orders | ||
| - Confirm the Sale Order | ||
| - Field Service Recurring Orders are generated and linked with sale | ||
| order line | ||
|
|
||
| Known issues / Roadmap | ||
| ====================== | ||
|
|
@@ -91,16 +91,16 @@ Authors | |
| Contributors | ||
| ------------ | ||
|
|
||
| - Open Source Integrators <https://www.opensourceintegrators.com> | ||
| - Open Source Integrators <https://www.opensourceintegrators.com> | ||
|
|
||
| - Steve Campbell <[email protected]> | ||
| - Maxime Chambreuil <[email protected]> | ||
| - Wolfgang Hall <[email protected]> | ||
| - Steve Campbell <[email protected]> | ||
| - Maxime Chambreuil <[email protected]> | ||
| - Wolfgang Hall <[email protected]> | ||
|
|
||
| - Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
| - Brian McMaster <[email protected]> | ||
| - Raphaël Reverdy <[email protected]> | ||
| - Italo LOPES <[email protected]> | ||
| - Serpent Consulting Services Pvt. Ltd. <[email protected]> | ||
| - Brian McMaster <[email protected]> | ||
| - Raphaël Reverdy <[email protected]> | ||
| - Italo LOPES <[email protected]> | ||
|
|
||
| Maintainers | ||
| ----------- | ||
|
|
||
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