Subcontracting Retention Management with Purchase and Change Orders for Subcontractors
by Probuse Consulting Service Pvt. Ltd. https://www.probuse.com$ 426.69
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Project (project) • Purchase (purchase) • Discuss (mail) • Invoicing (account) • Employees (hr) • Sales (sale_management) • Website (website) |
| Community Apps Dependencies |
Show
•
Change Order in Job Contracting and Construction
• Retention in Construction Contracting Projects | Project-Based Retention Management • Subcontracting in Job Order / Construction / Contracting Industry • Project Job Costing (Contracting) and Job Cost Sheet for Construction • Requisitions Material Stock and Purchase by Employees |
| Lines of code | 6694 |
| Technical Name |
subcontracting_retention |
| License | See License tab |
| Website | https://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Project (project) • Purchase (purchase) • Discuss (mail) • Invoicing (account) • Employees (hr) • Sales (sale_management) • Website (website) |
| Community Apps Dependencies |
Show
•
Change Order in Job Contracting and Construction
• Retention in Construction Contracting Projects | Project-Based Retention Management • Subcontracting in Job Order / Construction / Contracting Industry • Project Job Costing (Contracting) and Job Cost Sheet for Construction • Requisitions Material Stock and Purchase by Employees |
| Lines of code | 6694 |
| Technical Name |
subcontracting_retention |
| License | See License tab |
| Website | https://www.probuse.com |
Subcontracting Retention Management with Purchase and Change Orders
Retention Management of Purchase Orders and Change Orders in Construction Contracts | Effective Retention Control for Contractors and Subcontractors in Construction
Integrated Subcontract Retention with Purchase and Change orders Workflow
Purchase Order and Change Order Retention Management for Subcontractors
This app enhances your subcontracting workflow by introducing a smart retention mechanism. From the Subcontractor Job form view, you can use the "Create Purchase Order" button to open a wizard containing Project and Retention Applicable fields. If a project is already selected and its configuration has Retention Applicable enabled, the wizard will automatically prefill the project and check the retention flag accordingly.
Upon creating the Purchase Order, retention is automatically calculated based on the purchase order lines.
Similarly, the Change Order form includes a "Create Quotation" button that generates a Sales Quotation. The quotation logic has been extended to perform retention calculations based on the sales order lines, ensuring retention is accurately reflected when applicable to the project.
Key Features for Subcontract Retention Workflow with Purchase and Change Orders
Purchase Order Retention Workflow:
- From the Subcontractor Job form view, users can click the "Create Purchase Order" button to open a wizard.
- The wizard includes two fields: Project and Retention Applicable.
- If a project is already selected on the form and its configuration has Retention Applicable enabled, the wizard will:
- Automatically prefill the Project field.
- Automatically mark the Retention Applicable checkbox as checked.
- Once the Purchase Order is created, retention is automatically calculated based on the purchase order lines.
Change Order Retention Workflow:
- The Change Order form view contains a "Create Quotation" button to generate a Sales Quotation.
- The sales quotation creation logic has been extended to support retention calculations.
- If the selected project has retention enabled:
- The generated Sales Quotation will automatically reflect the retention amounts.
- Retention is calculated based on the individual sales order lines.
This integrated process ensures seamless and automated retention handling across subcontracting, purchasing, and sales operations.
Additional Reference:
- For a clearer understanding of the retention workflow and its impact on Purchase Orders and Sales Quotations, please refer to the screenshots and demo video provided below.
Edition Compatibility:
Enterprise Odoo.sh Community
Subcontractor Jobs : Kanban Overview
Subcontractor Jobs Form View with Create Purchase Order Button and Purchase Order Lines Tab
Purchase Order Creation Wizard Showing Project and Retention Applicable Fields
Generated Purchase Orders : List View
Purchase Order Form View Displaying Retention Information
Change Order Form View with Create Quotation Button
Generated Sales Order in List View
Generated Sales Order Form View Displaying Retention Information
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
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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