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Manage Sizes for Field Service Locations and Orders

Project description

Beta License: AGPL-3 OCA/field-service Translate me on Weblate Try me on Runboat

Some field service operations may need to track the size of a field service location and its orders.

Examples of sizes might be: - Area measure of a location - Count of service or maintenance items at a location

Once established, sizes can be useful for route capacity planning, time estimation for orders, or for planning stock and inventory moves.

This module allows you to establish sizes for your field service orders. Multiple sizes can be configured and established for a location. Order size will be updated based on its location and order type.

Table of contents

Configuration

To configure field service sizes, go to Configuration > Sizes.

Set the size name, type of orders to which the size will apply, and unit of measure for the size. If this size is the default size to be used for orders of the designated type, select the option for ‘Is Order Size’.

Usage

## Enter sizes for field service locations. Go to Master Data > Locations

  1. Select or create a location.

  2. Go to the Sizes tab.

  3. Select a Size. Enter the value for the size.

## Use Order Sizes

  1. Select or create a field service order.

  2. Set a location on the order.

  3. Set a type on the order.

  4. The size value will update to the location’s size value of the order type’s default size.

Known issues / Roadmap

The roadmap of the Field Service application is documented on Github.

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

Authors

  • Brian McMaster

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

brian10048

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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