For businesses that rely on both sales orders and field service operations, ensuring consistent financial tracking across these activities is critical. The Use SO Analytic Account for Field Service feature allows businesses to link field service projects to the analytic account of their related sales order, ensuring that all financial data is tracked in one place. This feature simplifies financial reporting and ensures that all revenues and expenses related to a sales order and its associated field service activities are consolidated in a single account.
This feature helps businesses maintain accurate and comprehensive financial records, improving the efficiency of financial tracking across sales and field service operations.
Functionality at a glance:
- Links field service projects to the analytic account of the related sales order.
- Ensures consistent financial tracking across both sales and field service operations.
- Consolidates all financial data related to a sales order and its field service activities in a single account.
- Improves the accuracy of financial reporting and simplifies cost allocation.
- Integrates seamlessly with Odoo’s accounting, sales, and field service management systems.
This feature is particularly valuable for businesses that provide field service as part of their sales operations, such as equipment sales with installation or maintenance services.
Example Use Case:
An HVAC company that sells and installs air conditioning units can use the Use SO Analytic Account for Field Service feature to link the installation and maintenance
Use SO Analytic Account for Field Service (F2047)