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Re: Order description



Oops you are correct.
Do you have any plans to add it?
Service Based buisnesses use it allot.
I dont know if this is the time to discuss this but.
We (Think Electric) have created a whole add on to the DB for construction 
contracting businesses that we can include it in.
Perhaps we can set up a test site for you devs to check out what we have done.
We use assemblies in a entirely unique way for estimating Time and materials 
jobs.
We have changed the work flow to work for time and materials service 
contracting like so:

Quote (Estimate)  enter new customer info "customer" is classified as a 
quotation customer in the DB until they sign a contract and accept the offer.
Quote uses assemblies and can use assemblies within assemblies to estimate the 
construction.

If the offer gets accepted the staff clicks "Project order"

Creates a new project, unflag the customer as a quotation customer and 
generates a "order leaves sales order" (Sorry using Rose:DB:object)
The project can be placed "on hold" and a reason stated. like "waiting for 
deposit"

The "order leaves sales order" is all the base parts of the assemblies.
Or the assemblies striped down to raw parts and services. As I discussed 
before we have added a new function to update quantitys of items in 
assemblies and all assemblies that depend on the updated assembly.
For example assembly "A" is used by assemblies B-Z, assemblies B-Z are used in 
assemblies 1-100,000. I change the number of labor units it takes to install 
an "A". That change in quantity now appears in B-Z and 1-100,000. All of the 
assembly are actualy generated anew and the old ones marked obsolete.
I dont have a garbage collector as I dont seem to need it but it would be nice 
if anyone wants to write one. 

The project permit drop down menu and inspection info as well as a site 
address site contact and general contractor contact. Customers can have 
the "contractor" box checked off and then they will appear on the contractor 
drop down menu in projects. The project totals the service items from the 
order leaves sales order and gets the scope of work from description.

Time cards can only be taken if there is service budget left in the project. 
If the service budjet is 0 then someone has to add to the sales order after 
discussing with the customer and OKing the extra charges.

Materials can be clicked off as installed or done and move to an invoice.
Several invoices can be made from a sales order. i havent got this part worked 
out yet so advice would be welcome. if different materials are used as 
happens they are simply added to the sales order.

Projects and customers are interchangable with egoupware for scheduling.(Not 
done yet) 
Customer search shoes projects associated and links to them(done), anything in 
a project should be searchable.
-- 
Cheers
Turtle

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