Morning.
When we invoice a service it often entails linking it to a number of onsite maintenance visits for that client, either from ourselves or from a purchase order we place on a partner. Is there some sort of service/maintenance option within Standard ERP which may do scheduling etc ?
At the moment we have to keep spread sheets of when maintenance visits are due but we would prefer this to be entered when setting the order up and appear in a task list of some sorts etc. This ensure we don't invoice something and forget to put it onto a spread sheet.
Many thanks
Nick
This answer was correctCreated byEdwin11:08 31 July 2017
Hello Nick,
I suggest that you have a look at the Activity Types, Subsystems setting in the CRM module. It will allow you to automatically create activities when certain records are created, for example a sales invoice.
Kind regards,
Edwin
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