Field Service - Sales

• Installation
• Configuration
• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Installation

To install Field Service and have the mapping features, you need to install GeoEngine.

Please refer to the installation instructions available at: https://github.com/OCA/geospatial/tree/13.0/base_geoengine

Configuration

Products must be configured properly in order to create field service orders upon sale order confirmation.

The field service tracking of a product defines how it generates a field 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

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

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

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 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 (only applicable for “Create one FSM order per sale order line”).

Known issues / Roadmap

• Provide a mapping between an address and the branch and use it to set the pricelist of a new partner

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits