Equipment Form¶
The equipment form is a single pane of glass — a central hub where all Odoo data related to a piece of equipment is visible in one place.
Header¶
The form header contains:
Create Ticket button: Creates a project task linked to this equipment. Only visible when the equipment is Active and has at least one project assigned.
Status bar: Click to change the state (Draft → Active → Inactive).
Main fields¶
The main section contains core equipment data organized in groups:
Left column:
Subscription Service: If the equipment is part of a subscription.
Customer: The customer using the equipment.
Owner: The legal owner.
Assignees: Users responsible for this equipment.
Sales Team: The responsible sales team.
Projects: Projects linked to this equipment for ticket management.
Tags: Categorization tags.
Right column:
Type: General, Printer, Measuring Device, etc.
Manufacturer: The equipment brand.
Model: The specific model (filtered by brand and type).
Product: Automatically set from the model’s linked product.
Product Family: The product family classification.
Production Year: Year of manufacture.
Warranty Expiration: Warranty end date.
Location group:
Location: Delivery address of the customer.
Location Name and Address: Auto-filled from the selected location.
Contact group:
Contact: Contact person at the customer site.
Contact Name, Email, Phone: Auto-filled from the selected contact.
Tabs¶
The notebook section contains multiple tabs:
Subscription tab¶
Only visible when a subscription service is linked. Shows pricing information and the invoicing period.
Description tab¶
A rich text editor for detailed notes about the equipment. Supports collaborative editing.
Maintenance tab¶
Maintenance Equipment: Link to the corresponding
maintenance.equipmentrecord. If not yet linked, click Create Maintenance Equipment to create or link one automatically.MTBF (days): Mean Time Between Failure, computed from maintenance history.
MTTR (days): Mean Time To Repair, computed from maintenance history.
Last Failure: Date of the most recent corrective maintenance.
Est. Next Failure: Estimated date of the next failure based on MTBF.
Maintenance Requests: Inline list of all maintenance requests for this equipment.
Finance tab¶
Analytic Account: The dedicated analytic account for this equipment. Can be auto-created when the equipment is activated (see Settings).
Invoice Total: Sum of all customer invoices linked through the analytic account.
Purchase Total: Sum of all purchase orders linked through the analytic account.
Margin: Invoice Total minus Purchase Total.
Recent Invoices: Inline list of invoices with date, amount, and payment status.
Documents tab¶
An inline editable list of documents attached to the equipment:
Name: Document title.
Type: Manual, Certificate, Calibration, Warranty, Service Book, or Other.
Expiry Date: When the document expires. A daily cron job creates warning activities for documents expiring within the configured number of days (default: 30).
File: The attached file (upload/download).
Notes: Additional notes.
Fleet tab¶
Only visible when a fleet vehicle is linked. Shows:
Fleet Vehicle: Link to the
fleet.vehiclerecord.License Plate: From the fleet vehicle.
Odometer: Latest odometer reading.
Last Service Date: Date of the most recent fleet service.
Contract State: Current fleet contract status.
List and search views¶
The list view shows all equipment with optional columns that can be toggled:
Production Year, Warranty Expiration, Product Family
Open Maintenance count, Invoice count, Document count
Calibration Status (when Measuring Devices module is installed)
Search filters:
Open Maintenance: Equipment with open maintenance requests.
Expiring Documents: Equipment with documents expiring within 30 days.
Calibration Due / Calibration Overdue: Available when the Measuring Devices module is installed.
Group By options:
Type, State, Customer, Brand, Model, Product, Tag, Project
Product Family, Analytic Account