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Subcontracted FSM and PO Creation

by
Odoo

$ 1013.81

v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Field Service (industry_fsm)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Accounting (accountant)
• Invoicing (account)
• Inventory (stock)
• Employees (hr)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 1560
Technical Name fal_task_po_line_subcontract
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-pur-0024-subcontracted-fsm-and-po-creation-6545
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Field Service (industry_fsm)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Accounting (accountant)
• Invoicing (account)
• Inventory (stock)
• Employees (hr)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 1560
Technical Name fal_task_po_line_subcontract
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-pur-0024-subcontracted-fsm-and-po-creation-6545
Versions 18.0 19.0

STORY BEHIND THE FEATURES

ODOO'S FUNCTIONS

In Odoo , for service products with the subcontracting service type, it is not allowed to manually select subcontractors on the sales order line . Instead, the system automatically takes the first vendor defined in the product template, which creates limitations in flexibility and control.

Additionally, Odoo lacks the capability to generate a purchase order directly from a field service task , which poses further limitations to operational efficiency in subcontracting workflows

CLUEDOO'S FUNCTIONS

Cluedoo offers:

  • The ability to select a subcontractor directly on the sales order line for products set as subcontracting services , helping businesses assign vendors more flexibly per order and streamline subcontractor management.

  • The option to create a purchase order directly from a field service task , enabling faster procurement, reducing manual steps, and improves overall efficiency in service operations.

CLUEDOO RECOMMENDATION

​​Install on 100% of the database

HOW TO USE THIS MODULE

A. Create a Purchase Order directly from the FSM Task

1

Go to Project > Access an existing Project/ create a new one > On the Project form, check Field Service checkbox inside the Settings Tab > Click on Tasks button > Create a new Task > Fill in necessary fields:

  • Allocated Time
  • Site
  • Product
  • Subcontractor
> Create PO

Note:
  • Product and Subcontractor are the compulsory fields if you want to create a Purchase Order from the Task
  • Product, Subcontractor , Purchase Order Line, and Create PO button are only visible on the FSM Task
  • It's an FSM Task if its project has the checked Field Service checkbox

2

After that, there will be a Purchase Order created which is visible on the Purchase Order Line > Click on Internal Link button on the Purchase Order Line > You can see some information of the Purchase Order > Continue to click on Internal Link on the Order Reference to move to the Purchase Order Form > Notice that:

  • Vendor (Purchase Order) = Subcontractor (Task)
  • Intervention Address (Purchase Order) = Site (Task)
  • Quantity (Purchase Order) = Allocated Time (Task)
  • Unit Price (Purchase Order) = Vendor Price (configured on the Product Template Form)
Note: For products assigned to the same Subcontractor, they will be grouped into one purchase order or added to an existing one



3

On the List View of Tasks , select FSM Tasks > Click on the Create PO button > Can create the Purchase Order for these Tasks at the same time


B. Create a Purchase Order from the FSM Task generated within a Sale Order

Case 1: Subcontracted Service Product

1

Go to Product > Create a Service Product and Set up necessary fields:

  • Product Type: Service
  • Create on Order: Task (can set up to Project & Task/ Project according to your need)
  • Project: Assign an FSM Project
> Move to Purchase Tab > Set up Vendor Price List > Check Subcontract Service checkbox


2

Go to Sales > Create a new Sale Order > Assign the configured product and choose a Subcontractor > Confirm > Can see a Purchase Order created automatically

> Click on the Purchase button to move to the Purchase Order Form to see details

> Click on the Task button to move to the Task Form to see details

Note:

  • The list of Subcontractors only shows the list of vendors set up on the Product Template
  • If you set a Subcontractor on the order lines, Subcontractor (Order Lines) = Subcontractor (Task) = Vendor (Purchase Order)
  • If you don't set a Subcontractor on the order lines, the first Vendor configured on the Product Template = Subcontractor (Task) = Vendor (Purchase Order)



Case 2: No Subcontracted Service Product

1

Go to Product > Create a Service Product and Set up necessary fields:

  • Product Type: Service
  • Create on Order: Task (can set up to Project & Task/ Project according to your need)
  • Project: Assign an FSM Project
  • Subcontract Service checkbox is unchecked

2

Go to Sales > Create a new Sale Order > Assign the configured product > Confirm > Click on the Task button to move to the Task Form

Note: If you set a Subcontractor on the order lines, Subcontractor (Order Lines) = Subcontractor (Task)

3

On the Task form > Assign a Subcontractor > Click on Create PO button > There will be a Purchase Order created

Note: The list of subcontractors shows all contacts



4

On Purchase Order Form > Notice that:

  • Vendor (Purchase Order) = Subcontractor (Task)
  • Intervention Address (Purchase Order) = Site (Task)
  • Quantity (Purchase Order) = Allocated Time (Task)
  • Unit Price (Purchase Order) = Vendor Price (configured on the Product Template Form)




​ 

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