Interventions

Create, complete, search and close interventions — a Dolibarr feature with no ERPNext equivalent.

Create an intervention#

Create an intervention for a customer with its first line (date, reason, duration) in the same confirmation.

Required information : The customer (from the context); date and time; the reason; the duration (1 hour by default).

Examples :

Create an intervention tomorrow at 10am at OSCIM to replace the director's PC.

Limits : The first line is already included: use “add a line” only for an existing intervention.

Limits under ERPNext : La fiche d'intervention SpeakDo (lignes datées avec durée, passage en facture) n'a pas d'équivalent ERPNext : Maintenance Visit n'a ni durée, ni lignes de temps, ni projet, ni chemin vers une facture.

Add a line to an existing intervention#

Add a line (description, date, duration) to an intervention created earlier.

Required information : The intervention (from the context); a description; the duration.

Examples :

Add a line to this intervention: extra check, 30 minutes.

Search interventions#

Search open or planned interventions, filter by customer, status and date.

Examples :

When is my next intervention at this customer?

Limits under ERPNext :

• value “facturee” of status refused — Une visite de maintenance ERPNext ne se facture pas : aucun statut « facturée ».
• value “terminee” of status refused — Aucun statut ERPNext équivalent à une intervention terminée (seulement brouillon, soumise, annulée).
• filter date_from not supported — Filtre de date pas encore pris en charge avec ERPNext.
• filter date_to not supported — Filtre de date pas encore pris en charge avec ERPNext.
• filter date_from_local not supported — Filtre de date pas encore pris en charge avec ERPNext.
• filter date_to_local not supported — Filtre de date pas encore pris en charge avec ERPNext.

Add a report to an intervention#

Add a structured report to an intervention. If you mention a linked ticket (Tickets module active), SpeakDo finds it without asking for its number.

Required information : The intervention (found automatically if needed); the text.

Examples :

Add a note to this intervention: part replaced, network cable to reorder.

Turn an intervention into an invoice#

Create a customer invoice from an intervention, like Dolibarr's “Create invoice” button: invoice linked to the intervention, payment terms from the third party, left as a draft.

Required information : The intervention. Without explicit lines, Dolibarr copies the intervention lines without prices: complete the invoice in Dolibarr.

Examples :

Turn this intervention into an invoice.

Limits : Refused for a draft or already invoiced intervention. Accounting validation of the invoice is done in Dolibarr. Check the result in Dolibarr before treating the invoice as final.

Limits under ERPNext : Reproduit le bouton natif Dolibarr « Créer facture » d'une fiche d'intervention : aucun équivalent ERPNext.

Change an intervention's status#

Validate or complete (close) an intervention.

Required information : The intervention (from the context); the target status.

Examples :

Validate this intervention.

See also : Catalog overview · Dolibarr compatibility · ERPNext compatibility