Timesheet to Sales Order Line
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-tim-0028-timesheet-to-sales-order-line-6598$ 148.68
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Project (project) • Discuss (mail) • Employees (hr) |
| Lines of code | 49 |
| Technical Name |
fal_timesheet_to_so_line |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-tim-0028-timesheet-to-sales-order-line-6598 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Project (project) • Discuss (mail) • Employees (hr) |
| Lines of code | 49 |
| Technical Name |
fal_timesheet_to_so_line |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-tim-0028-timesheet-to-sales-order-line-6598 |
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
In Odoo, selling hours follows a strict flow: Sales Order Line → Task → Timesheet on Task → Delivered Quantity on Sales Order Line. This method ensures a straightforward tracking process but lacks flexibility. If a business needs to detail different levels of intervention per task , they must either:
- Create multiple tasks for each level, leading to unnecessary task fragmentation.
- Focus only on hours/cost per level , sacrificing task-level granularity in project management.
This limitation makes it difficult to balance detailed invoicing with practical project execution.
CLUEDOO BEHAVIOR
1️⃣ Employee Default Products
- A new Many2Many Default Products field is added to the Employee form.
- This allows assigning one or more default products to an employee
2️⃣ Many2Many Sales Order Line in Tasks & Editable SOI in Timesheets
- Instead of being restricted to a single SOL, tasks now support multiple linked SOL
- When a timesheet is created for a task, the system automatically checks the linked SOL and selects the first matching product based on the employee’s Default Product.
- Users can manually change the SOI in the timesheet
CLUEDOO RECOMMENDATION
Install on 100% of your database.
OUR FEATURES AS SOLUTIONS
Employee default products
Tasks linked to multiple SOL
Automatic product matching
Manually change SOI
Inherit SOL from Tasks to Sub-tasks
HOW TO USE THIS MODULE
EMPLOYEE DEFAULT PRODUCTS1. Go to Employees > Create new employees or choose existing ones > Default Products > Add product(s) > Save |
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Ensure that the product is configured correctly:
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2. Create a Sales Order > Add the products > Confirm |
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3. Choose a task > Under Sales Order Line tab, manually add the SOLs of the SO that you just created |
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4. Under the Timesheets tab, add the timesheets for the employee(s) |
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5. Go to
Timesheets
>
All Timesheets
> If the employee has a default product that matches the one in SOL > the
Sales Order Item
will be automatically updated
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6. You can change the SOI manually as well |
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If you change the
Employee
, the SOI will be automatically updated if there is a matching product
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7. Go back to the SO, you will see that the hours have been delivered |
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INHERIT SOL FROM TASKS TO SUB-TASKS
When a task has multiple SOLs and it has sub-tasks (existing or newly created)
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All the task's SOLs will be inherited to its sub-tasks
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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.
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