[Web-erp-developers] Service Industry work

[Phil D. <ph...@du...>]

Olwen,

Been thinking about the requirments of the service company. I thought that in 
fact when a customer calls them, they are not so much placing an order as 
initiating a job. The tables for jobs already exist - albeit that some 
alterations may be required and they are called "Contracts" not jobs. The 
thinking here is that the details of the job are taken and the person for the 
job allocated. The service-person doing the job would add the materials etc 
that are required or have been consumed on the job together with a dummy part 
for her time at whatever chargeout rate, once the job is fully defined and 
the work is done it is converted to a sales order and invoiced.

I am thinking that creating a sales order without a part on it may not be 
exactly what they are after - I think the scenario above might suit them 
better - clearly Steve is the one to decide that.

Currently, a job (contract) requires a customer and branch to be selected and 
in many cases the set up of a new customer would be required first. It 
doesn't currently have a person responsible for follow up - this would need 
to be added. Thought initially this might go together with work centres but 
think maybe this is a separate table now?

It might be better to default some of the customer/branch input in a special 
customer initiation screen that leads on to the (yet to be created) job set 
up screen, to populate the job details (contracts table).


Phil