Important terminologies:
1. Work orders: Gives info abt work that needs to be done
- Can be created manually
- Converted from an opp
- Converted from a case
- Created from an agreement
2. Agreements: Allows generating work orders and invoices automatically
3. Purchase orders: allow adding inventories to the warehouse
4. Inventories transfer: transfer product from 1 warehouse to another.
5. RMA: Return Merchandise Authorization: Created when product is returned
6. Scheduled Board: allow scheduling resources & track the work order activities
Other terms are the same as the Sales Module.
Process flow of field service:
Opportunity/case->work order created -> resource scheduling -> resource mob. Service delivery->invoicing -> RMA(if any)
