Published on February 5, 2014
Pragmatic Techsoft Pvt. Ltd. OpenERP 7 Consulting Power Point Presentation
Brief about – Consluling Core modules incorporated in Consulting vertical is as follows : 1) Sales Order Management : • Provision to create Sales Orders for each of the assignement received.Provision to crate Internal Projects from the every Sales Order. • Linking of existing projects with newly created Sales orders • Provision to define list of deliverables for a given project. • Auot Creation of Analytic Account for each of the project created in the system. 2) Project Manamgnet • Defining project wise deadline date, • Defining Multiple task for each project • User wise task allocation with time deadlines • Auto updated Project/ Task completion status
Brief about – Consulting 3) Contd... Inventory Management : • Provisionot define Planned Material Qty. for each of the task in the project • Defining actual consumption of material to accomplish eachof the task • Linking of servies bills with each of the task. • Provision to generate Material Requisition slips ( in case of deficit) of material 4) Task Invoicing • Provision to genrate saperate Analytic Account for each of the task • Auto maitenance of hierarchy of Analytic Accounts • Provisions to define Different billing policies as follows : – On completion of task – On partial completion of task – Advance payments – Saperate invoicing for each of the task – Linking of multiple task in one Customer Invoice
Brief about – Consulting Contd... 5) budgeting • Provision to define budgets for Raw Material, Equipments, Resourses etc. • Flexibility in defining budgets as follows: – Yearly, Half yearly, Quarterly, Monthly Budgets – Project budget definition – Task wise budget definition. • Real time comparision between Budgeted amount and Actual consumption amount 6) Analytic Accounting • Auto generated Analytic Accounts for each of the Project & the Tasks • Linking of Analytic Accounts with sales, Purchase orders in order to capture Revenue and Expenses at each stage of the projec 7) Reports • Following are some of the standard reports to analyse the over all working of Project Managment Module – Project/ Task wise Product Consumption – Projct/ task wise time consumption – Budget Analysis for each task
Sale Order Linking with Project Sales Order can be prepared for rendering consultation services to customers. User can create new project against such sales orders
Project Definition System captures details for consultation project with allocation of resources.
Task Definition Multiple tasks can be created in one project. Tasks can be assigned to different users with deadlines. Provision to capture product consumption and services rendered for each task
Project wise Profitability Analysis
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This Odoo OpenERP Consulting Module is designed & developed keeping in mind the specific needs & business process of the varius Consulting Firms.
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