Petroleum Refining and Distribution : Processing crude oil into gasoline and diesel

Petroleum Refining and Maintenance Management System in Odoo ERP

Crude Oil Refining Project & Cost Management Using Odoo

Odoo ERP for Managing Crude Oil Refining, Equipment, and Budgeting

Odoo ERP for Petroleum Refining, Equipment Maintenance, and Job Costing

This module provides a complete solution for managing petroleum refining operations designed for companies that refine crude oil supplied by customers or government. It supports the full workflow including project creation, task management, job order tracking, cost estimation, material requisitioning, and equipment maintenance.

Using this module, users can organize refining projects into tasks, assign subcontractors, prepare detailed cost sheets for materials, labor, and overhead, and set project budgets. It also enables equipment allocation and maintenance request handling to keep operations running smoothly. The system improves coordination between project execution, procurement, and maintenance activities resulting in better cost control and operational efficiency within Odoo.

Main Features:

• Project and Job Order Management:
  • Create refining projects for each customer or government order.
  • Break projects into job orders or tasks to manage each process step.
• Subcontractor and Task Assignment:
  • Assign internal teams or external subcontractors for specific tasks.
  • Track work progress through predefined stages such as new in progress and done.
• Job Cost Estimation and Approval:
  • Prepare job cost estimates based on material labor and overhead.
  • Send estimates for customer or internal approval before execution.
• Comprehensive Job Costing System:
  • Prepare detailed cost sheets for each task including material labor and overhead.
  • Maintain accurate financial planning and monitor actual vs estimated costs.
• Material Requisition and Procurement Planning:
  • Create material requisitions directly for job orders.
  • Trigger purchase orders or internal transfers based on stock availability.
• Equipment Allocation and Tracking:
  • Assign refinery equipment to tasks and manage usage history.
  • Maintain visibility on equipment status and deployment.
• Maintenance Request Management:
  • Create maintenance requests for machinery or equipment.
  • Track repair progress using custom stages and checklist items.
• Job Cost Sheet Templates for Reusability:
  • Save and reuse cost sheet templates for repetitive refinery jobs.
  • Standardize costing across multiple similar projects.
• Budget Estimation and Control:
  • Generate budget from job cost sheets and track against actuals.
  • Ensure financial control throughout the project lifecycle.
• Seamless Integration with Odoo Workflow:
  • Works smoothly with Odoo project inventory purchase and maintenance apps.
  • Improves collaboration between project procurement and maintenance teams.
• Detailed Visuals for Better Understanding:
  • Watch an easy to follow video tutorial and explore the below screenshots for step by step guidance on using the system. Additional information on dependent app features and visuals is also available for a comprehensive overview.

Workflow:

• Job Estimation:
  • Prepare an initial job estimate based on customer requirement or refining scope.
  • Include high level figures for materials, labor, and overhead to share with the customer.
• Sales Order Creation:
  • Convert the approved job estimate into a sales order to initiate the commercial process.
  • This confirms customer agreement and serves as the financial basis for the project.
• Job Cost Sheet Preparation:
  • Convert the estimate into a detailed job cost sheet for internal planning.
  • Break down costs into material, labor, and overhead components.
• Project Creation:
  • Start a new refining project once the sales order is confirmed.
  • Set project name, customer, and related cost data.
• Job Order Processing:
  • Define individual operational tasks like crude pre heating, fractional distillation, and product testing. Assign responsible teams or personnel.
• Subcontractor Assignment (Optional):
  • Assign third party contractors for specialized operations such as calibration or safety audits.
• Budget Estimation and Locking:
  • Confirm and lock the overall project budget based on the approved cost sheet.
• Material Requisition:
  • Generate requisitions for consumables, tools, or components required for each task. Include UOM and quantities.
• Purchase Order or Internal Picking:
  • Initiate purchase or stock transfer depending on inventory availability.
• Equipment Allocation:
  • Assign refinery equipment such as furnaces, pumps, separators to each task as needed.
• Job Cost Sheet Templates:
  • Use predefined templates for similar projects to save time and maintain consistency.
• Maintenance Requests:
  • Log maintenance requests for equipment needing inspection, repair, or servicing. Link them to equipment and job orders.

Job Cost Estimate List View

Job Cost Estimate Form View Material Tab

Job Cost Estimate Form View Labour Tab

Job Cost Estimate Form View Overhead Tab

Quotation Smart Button on Job Cost Estimate Form View

Form View of Quotation (Odoo Standard)

Create Job Cost Sheet Button on Job Cost Estimate Form View

Create Job Cost Sheet Wizard

Project Kanban View

Task/Job Order Kanban View

Subcontractor Jobs Smart Button on Task/Job Order Form

Subcontractor Jobs/Tasks Kanban View

Subcontractor Jobs/Tasks Form View

Job Cost Sheet Smart Button On Task/Job Order Form

Job Cost Sheet Form View Material Tab

Job Cost Sheet Form View Labour Tab

Job Cost Sheet Form View Overhead Tab

Budget Smart Button on Task Job Order Form View

Budget Form View

Material Requisition Tab on Job Order Form View

Material Requisition Form view

Equipments Kanban View

Maintenance Requests Kanban view

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse