I am trying to figure best way to handle the following.
Let’s assume that a new Project (related to construction edition with Progress Billing) is opened to manage the installation of HVAC and electrical installation. This project needs to monitor both costs related to equipment and labor.
It would be ideal when new equipment is to be delivered and installed on site, a Service Order and related appointment is created to manage both the issue of the equipment from store to site and also to manage the time it takes to install the equipment and employees who are doing such service and capturing all related costs directly on the Project.
The question I am trying to resolve is how best to record the issue of equipment and capture all costs on the Project as there seems to be 3 possible options
- Through a Sales Order linked to Project - Seems strange and not logic to use this especially since billing of both equipment and service will be done directly through the Progress Billing function of the Project Accounting module. What about labor cost using just a sales order?
- Through a Stock Issue linked to Project - Not my favorite option as you need to create 3 documents, Stock Issue, Manual creation of equipment, Service Order/ Appointment
- Directly through Service Order/ Appointment linked to Project - Cannot figure a clean way of doing this using a Service Order type which do not require running of Billing through Service Module and still create Equipment and capture the costs related to equipment and labor on the related Project
Any ideas or by any chance did someone implement such functionality?
Best answer by Anacarina CalvoView original