Measure time on actions and status

ERPNext
1

we want to calculate the time on certain actions taken and between status phases in the quote:

We have a quote and this quote has several custom statuses. Each status has its own meaning and informs which phase this quote is in. With each status change, we send an email notification to the customer. A status change can be changed by different employees. For example, for some statuses: waiting for customer approval, we want to attach actions to it after x amount of time. For example, when x amount of time has passed, the worker will take action to call the customer. For each status, we want to set 1 or more actions.

Then between all these stages and actions, we want to measure how much time a particular status takes and how much time the worker spends on status and actions.

Is there someone who has experience with this in ERPNext? And how do you think we can implement this correctly?

2

If you in the mean time found a solution, I would be glad if you share it.

3

Hi @Amin @sternbj:

Use Version doctype. Here, the system stores all data changes on each document. Track changes option must be active.

This way, you can get when and who changes the status, and calculate the time difference between statuses.

Hope this helps.

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4

@sternbj , @Amin the milestone tracker have been made for that kind of purpose

https://docs.erpnext.com/docs/user/manual/en/milestone-tracker

2 Likes
5

Thank you very much. I will try it. But I can’t track how long it takes after a material request or a supplier quoteation was submitted until a PO is created, is it? Our purchase department is very slow and I would like to see much much time they need to fetch a material request/ Quotation.

6

@sternbj basically, yes!

For you have the duration of a task you need to have an start and end event.
But, you can try building those statics also via SQL Query, this can also give you more realtime numbers

7

@max_morais_dmm Thank you very much for your help!
I do not know SQL, but if you know where I can get a course fitting for ERPNext I might consider to learn the very basics, just to understand it.
But if there is a even not very exact method, I go with it (at least first). You mentioned that I need a start und end event. But where do I need to define it? In the Milstone Tracker you only define a doctype and a object to survey. Not more. I even do not know how to use the data collected by it? With a report? I didn’t create one so far.

8

@sternbj can you detail what’s the flow you wanna track?

9

Well I want so track the different times in the purchase process. The Purchase is very slow, but I do not have any hard data.
So I woul like to get the times from:

  1. Material Request goes directly to PO:
    Time from submitting until a Material to purchase order is created. Then the time it needs until it is approved.

  2. Basically the same as 1 only if there is no MR. The times from the supplier quotation to PO and approval.

  3. Full Workflow: The time A Material request is submitted until a RFQ is created - > submitted, the supplier Quotation is created → submitted, the PO is created, approved

I hope my discription is understandable

10

I have exact same requirement as @sternbj. I would like to track how long a document/doctype is in a status. Milestone tracker feature already logs the timestamp of when each milestone (i.e. status change) happens.

The problem now is how do I query that information into a chart?

1 Like