short answers: OOTB does not direct support services, but has bee modified in the past to do this. OOTB you can not yet do project(activity) planning though a lot has been done in this area. OOTB you can do quotes and turn them into sales.
some of the things you looking for can be added. Don't see a problem in accomplishing what you want. Suggest you go through the demo and see what is there and not there. sebastianscheid sent the following on 4/28/2008 7:15 AM: > Hi, > > I am still trying to understand the functional concepts of OFBiz to find out > if it is the right product for me. I find that quite difficult, because > documentation is not complete and there are so many functions of which I > think, not all are necessary for me. So I want to ask if someone could show > me the direction where to search. > > I am trying to map the following business process to OFBiz: > My company sells services. There are no physical goods to be produced or to > be managed in a warehouse. There is no need for a webshop, the app would > only be used by the backoffice. > > For the most services we provide, we in turn have to order other services > from external service providers. These providers may produce a physical > product that is shipped to the customer (I have already found the drop > shipment in OFBiz). > > The major task I want to do with OFBiz is to > - create orders for customers > - plan which services we have to buy from external providers to fulfill a > sales order > - plan when certain activities have to be done by us, the customer or an > external provider > - track the status of these activities > > So, a sales order seems appropriate to start with. Purchase orders could be > used for other service providers and work efforts seem to be useful for > activities. My problem is, I don't get it all work together. > > My idea was to use this pretty cool drop shipment feature to link purchase > orders (for the external providers) to sales orders. But it seems to be not > implemented yet (see earlier posts) and I don't know how to link a new > purchase order to an existing sales order. Furthermore a drop shipment has > to be declared before the sales order is actually created. But I want to > create the sales order (perhaps from a proposal) and later assign any > purchase orders to it. > The next problem is to plan the activities. I can create Work Efforts which > I can see in the task list (type task) or in the calendar (type event). But > I don't know how to assign a task to an order, so I could track the > fulfillment of the order. > > Another question: can I define alternative products in a proposal? I.e. > assign an alternative product to a proposal item whose price is not > calculated in the sum of the proposal. So the customer knows he can choose > from these two items (and can calculate the price itself, or perhaps it > would be cool if only the difference for the alternative product is shown in > the proposal). > > Two last questions: > 1. Can I attach external files (like received invoice pdfs) to an order or > any other object? > 2. I have recognized that the party entities have a historization feature > (the name in the profile has a history). Is this a generic feature which can > be enabled for e.g. sales orders, too? > > > Thanks a lot for reading so far and for giving me any advice > With best regards > Sebastian
