Classification: Internal

Company= XYZ Ltd Company

System=Codeninja

Task= responsive breakdown jobs

Current usage of Software: Respond to Customers when they face issue in Central Heating System

Additional Business Scenario:

Servicing option related to central heating system (-equipment)

Service Period:6 month/12 month etc.

What do they record in system?

1- Basic information of Heating equipment like

-Make
-Model
-Brief Description

Additional Requirement

1- Type of Services that equipment requires

2- Discounted Rates on Services if Equipment is Less than 3years Old

Report Output

1- Above information against Clients Equipment

2- Find out Service Due on the Given time to client.

Introduction

We are using the Codeninja system to record basic information for the customers equipments(e.g
central heating boiler) that includes Make, Model and brief description. Right now we are running all
of our breakdown jobs through codeninja. In addition to the above we want to cater additional
information related to our new business stream that will include servicing options that equipment
requires as well as the discounts on the service cost for the equipments aged less than 3 years.

User Story

As users, we want to view information about our new business stream of servicing options so that
we can identify when service will be due against customer equipment’s in a specific time frame and
so that we can send a service team to them to get their services booked.

Acceptance Criteria

Given that the company wants to know when the services may due against customers in a given
period of time following will be the acceptance criteria’s:

- Contract information including service cost,equiments covered and other particulars related
to future services should be recorded in system against each customer
Classification: Internal

- When specific equipment against customer is selected system should automatically calculate
due date of service and age for that specific equipment
- There should be a field to enter service type against each equipment
- Once the aforementioned information is entered discount against each equipment should
automatically be calculated depending upon the following factors
1- Equipment Age
2- Service Type
- Discount field should not be editable from front end for the user who is entering the details
- There should be a report containing all the information entered against each item and
customer that can help us to identify the customers against which service can be due in a
given time period .This report should be extracted from system based upon the following
parameters:
1- Customer From and To
2- Due Date From and To

Assumptions:

1- Multiple services are being provided referred as service types

2- Discounts are dependant upon different service types and equipment age
3- Customer and Due Date parameters for the Report
4- Auto Calculation of Discounts and equipment age
5- Item Master Form is already available in system
6- Customized Form would be developed to maintain discount details against service type and
equipment age
7- Addition field will be added in Item Master form to Cater addition information like
Equipment Purchase Date to Calculate Equipment Age
8- Customized Contract Detail Form will be developed to cater information related to Service
Contract with Customer. This will be including the following information:
1- Customer name
2- Equipment Name
3- Contract Start Date
4- Service Due Date (Auto Calculate based upon Contract Start Date)
5- Service Type Required
6- Service Cost
7- Discount (If any- Auto Calculate)

1-

Addition Item information will be updated in item Master Form---Discount Rates against Equipment
age and Service define in “Discount Custom Form”

-As is Study of Business Scenarios—Identify stakeholders----Gap analysis---Business Rengineering----

Propose solution in the form of Functional Design Docuemnt

Requirements and Solution details

Requirements:
Classification: Internal

- Contract Date Enter option against customers equipment.

- Service due date should be calculated automatically based on the contract date.
- option to enter service type against that customer equipment.
- as soon as the service type is entered discount should be automatically calculate considering
the following factors:
- 1- Assets age
- 2- Service type
- Discount rate could not be update manually.
- The equipment servicing will be after 6 or 12 months of the contract date.
- There must be a validation that if the asset age is less than 3 years the discount will be
implemented as defined in the backend.

Solution Design (According to the Odoo system):

- We must have to create the item detail form or use the standard product form in Odoo to
record the equipment details, but Odoo standard form need customizations for recording
the required data of the equipment’s.
- We can create the customer in the system, so the system can record the customer
equipment details accordingly.
- We must have to create the discount rate form so the discount will be calculated on the
form and on the report automatically.

Process Flow Diagram:

Low Resolution Mock-ups for purposed solution:

Assumption made: