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  1. APPS
  2. Manufacturing
  3. FSM Site & Date Management v 19.0
  4. Sales Conditions FAQ

FSM Site & Date Management

by CLuedoo https://www.cluedoo.com/shop/lic-clu-prj-0012-fsm-site-date-management-6546
Odoo

$ 558.29

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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 Show
• Delivery address in SOL
• Sales Project Extension
• Default analytic per delivery adress
• Project/Task Template
Lines of code 1108
Technical Name fal_fsm_site_date_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-prj-0012-fsm-site-date-management-6546
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 Show
• Delivery address in SOL
• Sales Project Extension
• Default analytic per delivery adress
• Project/Task Template
Lines of code 1108
Technical Name fal_fsm_site_date_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-prj-0012-fsm-site-date-management-6546
  • Description
  • License

STORY BEHIND THE FEATURES

ODOO'S FUNCTIONS

In Odoo, information such as  Site, Product, Subcontractor and Purchase Order line is not displayed when tasks are created



CLUEDOO'S FUNCTIONS

Cluedoo improves functions related to location, date and subcontractor, enabling seamless information updates and elevating the user experience.

CLUEDOO RECOMMENDATION

​                  Install on 100% of the database.

HOW TO USE THIS MODULE

1

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
  • Choose Task Template
  • Service Invoicing Policy: Based on Milestones



Note: In the Task Template , remember to set Duration days, choose the product you've created, and the subcontractor.
Under the Purchase tab of the product, add a vendor, tick the Subcontract Service checkbox, and choose On milestone quantities in the Control Policy field.

2

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


After the SO is confirmed, click on the smart button Tasks at the top, and you can see the Site , Product , Subcontractor , and Purchase Order Line fields are auto-filled and inherited from the SO.
Note:
  1. 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.
  2. The start date can be edited.
  3. Deadline changes to Planned Date once you fill in
  4. Same behavior with tasks created from Project/Service Field.

For example, I set the end date on 16 May 2025 and my duration on the task template is 10 days, the start date is automatically filled, which is 6 May 2025.
d. When the subcontractor changes, the PO line information is also updated.

3

Go to Purchase > Orders > Create a new purchase order > Confirm


After the PO is confirmed, click on the smart button Tasks at the top, and you can see that the Partner , Product , Quantity, and Unit Price fields are auto-filled and inherited from the PO.





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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