Skip to Content

FSM Site & Date Management

by
Odoo

$ 557.60

v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Accounting (accountant)
• Invoicing (account)
• Inventory (stock)
• Employees (hr)
Community Apps Dependencies
Lines of code 1141
Technical Name fal_fsm_site_date_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/liccluprj0012-fsm-site-date-management-6546
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Accounting (accountant)
• Invoicing (account)
• Inventory (stock)
• Employees (hr)
Community Apps Dependencies
Lines of code 1141
Technical Name fal_fsm_site_date_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/liccluprj0012-fsm-site-date-management-6546
Versions 18.0 19.0



ODOO'S FUNCTION

In Odoo, for  Field Service (FSM) tasks, both the Start Date and End Date are mandatory fields. This requirement ensures proper display and consistency in the Gantt view, where task scheduling depends on defined time ranges. Without both dates, the system cannot correctly position tasks within the planning timeline.

CLUEDOO'S FUNCTION

CLuedoo  improves Site and Date management for FSM tasks:

1️⃣ Site Management: When creating FSM tasks from Sales Order lines, the system automatically retrieves the delivery address from the Sales Order and populates it into the “Site” field of the generated task.

2️⃣ Date Management:

  • A standard duration can be defined directly on the Task Template.
  • On the FSM task, when an End Date is entered, the system automatically computes the Start Date using the formula: Start Date = End Date − Task Duration .
  • Users still retain the ability to manually override the computed Start Date if necessary, allowing operational flexibility.

Go to Products > Create a new product > Fill in the details > Save

Under the General Information tab, make sure to set:

  • Product Type: Service
  • Create on Order: Project & Task / Task
  • Choose Task Template

Notes:

  • Since v19 , choose Create on Order: Task → Fill in the Project → The Task Template field will appear
  • Make sure the Project is a Field Service project.
In the Task Template , remember to set the Duration days and choose the Product.
SITE MANAGEMENT

Go to Sales > Order > Create a new quotation > Fill in the details

The Intervention Address is taken from the Delivery Address of the Customer.

Confirm Order.

After the SO is confirmed, click on the smart button Tasks at the top, and you can see the Site (taken from the Intervention Address ) and the Product fields are auto-filled and inherited from the SO.
DATE MANAGEMENT
  • When the end date is set in the Deadline field, the start date will be automatically calculated based on the duration of the task template.

For example, I set the end date on Feb 20 and my duration on the task template is 10 days, the start date is automatically filled, which is Feb 10.

  • The start date can be edited.
  • Same behavior with tasks created from project Field Service. 




Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.