XERPIUM MAINTENANCE

Service Order Fields

• Service Order No — Auto-sequence, tracking enabled
• Customer — res.partner (company only), contact person, phone
• Equipment to Service — Many2many customer.equipment
• Problem Description — Text description of the issue
• Service Type — Maintenance, Repair, Overhaul, Installation, Inspection
• Urgency — Routine, Urgent, Emergency
• Priority — maintenance.priority (sequence + color)
• Lead Source — Lead source tracking
• Date Requested & Expected — Request date & estimated completion

Cost Estimation (6 Line Types)

Competitor Tracking

• Competitor Name — Names of competitors also invited
• Quoted Price — Competitor price quotes
• Notes — Competitor strengths/weaknesses notes
• Win/Loss Analysis — Quotation evaluation vs competitors

SO Actions & Wizards

• Submit Estimate — Draft → Estimated (confirm wizard)
• Create Quotation — Estimated → Quoted, auto-generate sale.order
• Create Work Order — Quoted → WO (wizard: technician, schedule)
• Reset to Draft — Revert to draft
• Cancel — Cancel service order

Work Order Fields

• Work Order No — Auto-sequence, tracking
• Service Order Link — origin_id ke maintenance.service.order
• Sale Order — sale.order related from SO
• Customer PO/SPK No — customer_po_ref from SO
• Service Type — Related from SO (maintenance, repair, overhaul, installation, inspection)
• Equipment — Related from SO (customer.equipment)
• Technicians — hr.employee Many2many assignment
• Schedule — date_scheduled, date_start, date_end, date_completed

Actual vs Estimate (Variance Analysis)

• Actual Materials — is_estimate=False, line_type=material
• Actual Labour On-site — Actual man_power, days, hours
• Actual Labour Workshop — Workshop actual
• Actual Equipment — Equipment rental actual
• Actual Subcontractor — Subcontractor actual
• Actual Overhead — Overhead actual
• estimate_line_id — Link actual to estimate line for variance
• Total Estimate vs Total Actual — Auto-compute profit margin

WO State Actions

• Start Service — Confirmed → In Progress (set date_start)
• Pause Service — In Progress → On Hold
• Resume Service — On Hold → In Progress
• Complete — In Progress → Completed (set date_completed)
• Create Invoice — Completed → Invoiced (wizard)
• Close — Invoiced → Closed
• Cancel — Any state → Cancelled

Invoicing

• Create Invoice Wizard — Select journal, invoice amount, note
• Auto-Line Items — Material, labour, subcontractor lines auto to invoice
• Fallback Single Line — If there is no actual cost, a single line with invoice_amount
• account.move — move_type=out_invoice, invoice_origin=WO name
• Invoice Status — draft, partially_invoiced, invoiced
• WO State → Invoiced — Auto-set after the invoice is created

Customer Equipment

• Equipment Name & Code — Unit identification at customer
• Customer — res.partner (company only)
• Equipment Catalog Link — Link to rotating.equipment catalog
• Type & Brand — Related from catalog entry
• Serial Number — Unique serial per unit
• Model / Type — Model variant
• Location at Customer Site — Installation location
• Installation Date & Warranty Expiry — Install date & warranty
• Current Condition — Running, Stop, Needs Monitoring
• Horsepower, RPM, Capacity — Technical specs per unit
• Service Count — Auto-computed from work orders
• Last Service Date — Auto-update from latest WO

Rotating Equipment Catalog

• Equipment Name & Code — Catalog entry
• Equipment Type — Pump, Compressor, Turbine, Motor, dll
• Brand — Manufacturer brand (Grundfos, Sulzer, Atlas Copco, dll)
• Model — Model variant
• Horsepower & RPM — Technical specifications
• Capacity — Flow rate, pressure, output
• Mounting Type — Horizontal, Vertical, Inline
• Technical Specifications — Full spec text
• Common Spare Parts — product.product Many2many

Equipment Type

• Type Name — Pump, Compressor, Turbine, Motor, Fan, Blower, Gearbox
• Code — Short code for reference
• Description — Equipment type description
• Unique Name — SQL constraint name_uniq
• Filter — Checklist templates can be filtered per type

Equipment Brand

• Brand Name — Grundfos, Sulzer, KSB, Atlas Copco, Ingersoll Rand, Siemens, ABB
• Code — Short code
• Manufacturer — res.partner link (manufacturer/supplier)
• Website — Official website
• Unique Name — SQL constraint name_uniq

Checklist Template

• Template Name — Template name (e.g. "Pump Inspection - Monthly")
• Equipment Type Filter — Optional: filter per equipment type
• Checklist Items — One2many checklist.line
• Description — Template description

Checklist Line (Items)

• Item Name — e.g. "Vibration level", "Temperature", "Oil pressure"
• Expected Value / Range — Target value
• Min & Max Acceptable — Acceptable range limit
• UoM — Unit of measure (mm/s, °C, bar, rpm)
• Critical Item — Boolean: item kritis (auto-fail if out of range)
• Notes / Instructions — Measurement instructions
• Sequence — Item order

Checklist Execution

• Work Order Link — Bound to maintenance.work.order
• Template — Select template at execution
• Execution Date — Execution date
• Executed By — res.users (technician)
• All Passed — Auto-compute: all results pass = True
• Notes — Execution notes

Checklist Line Result

• Measured Value — Numeric value of measurement result
• Measured Value (Text) — Text value (e.g. "OK", "Leak found")
• Pass — Boolean: pass/fail per item
• Photo — Image attachment (max 1920×1920)
• Notes — Notes per item
• Checklist Item Link — Reference ke template line

Schedule Configuration

• Schedule Name — e.g. "Pump P-101 - Monthly Inspection"
• Equipment — customer.equipment link
• Customer — Related from equipment
• Interval Type — Days, Months, Operating Hours
• Interval Value — e.g. 30 days, 3 months, 500 hours
• Service Type — Maintenance, Repair, Overhaul, Inspection
• Next Service Date — Next service date
• Last Service Date — Auto-update after service
• Auto-Generate Work Order — Boolean: cron auto-create WO

Cron Auto-Generation

• _cron_generate_work_orders() — Daily cron job
• Overdue Detection — next_service_date ≤ today & auto_generate_wo
• Auto-Create Service Order — Draft SO with auto description
• Auto-Submit Estimate — SO goes straight to Estimated state
• Next Date Recalculation — Auto-update next_service_date based on interval
• Source Tag — "Preventive Maintenance Schedule"

Equipment Lookup

• Tool: llm.tool.maintenance_equipment_lookup
• Parameters: customer_name, equipment_type
• Returns: name, code, customer, type, brand, model, serial, location, condition, last_service
• Limit: 50 records

Work Order Status

• Tool: llm.tool.maintenance_work_order_status
• Parameters: customer_name, state
• Returns: name, customer, service_type, state, scheduled, total_cost, invoice_status
• Limit: 50 records

Schedule Check

• Tool: llm.tool.maintenance_schedule_check
• Parameters: customer_name, overdue_only
• Returns: schedule, customer, next_service_date, overdue status
• Overdue Filter: next_service_date ≤ today

Maintenance ↔ Sales

• SO: action_create_quotation → automatic sale.order
• Customer PO/SPK ref from SO to WO
• Quotation line items from estimate lines

Maintenance ↔ Accounting

• Create Invoice Wizard → account.move (out_invoice)
• Auto-line: material, labour, subcontractor
• account.move inherit: maintenance_work_order_id field
• Invoice status tracking on WO

Maintenance ↔ Inventory

• Material lines → product.product (spare parts)
• Rotating equipment catalog → common spare parts
• Stock reservation for WO materials

Maintenance ↔ HR

• Technician assignment: hr.employee Many2many
• Labour lines: employee_id, man_power, days, hours
• Workforce scheduling & dispatch

Maintenance ↔ Analytic

• Cost center tracking per WO
• Variance: estimate vs actual per line
• Profitability analysis per service order

Maintenance ↔ Purchase

• Material requirement → purchase request
• Subcontractor → PO for sub-contracted work
• Spare part procurement