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Milestone management on PO for subcontracted service

by
Odoo

$ 1783.61

v 19.0 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)
• Invoicing (account)
• Discuss (mail)
• Employees (hr)
• Inventory (stock)
• Field Service (industry_fsm)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 2818
Technical Name fal_milestone_subcontracted_service
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetpur0034-milestone-management-on-po-for-subcontracted-service-6733
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Invoicing (account)
• Discuss (mail)
• Employees (hr)
• Inventory (stock)
• Field Service (industry_fsm)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 2818
Technical Name fal_milestone_subcontracted_service
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetpur0034-milestone-management-on-po-for-subcontracted-service-6733


ODOO'S FUNCTION

In Odoo, there exists a limitation where users are unable to directly associate tasks and projects with the Purchase Order (PO). This lack of connectivity can create challenges in maintaining a seamless workflow, as the relationship between the PO and the corresponding tasks or projects remains disconnected, potentially leading to inefficiencies in project management and oversight.

CLUEDOO'S FUNCTION

By utilizing the smart "Milestones" button, CLuedoo enables an efficient and intelligent linkage, ensuring that the PO is directly tied to the relevant tasks and projects, thereby enhancing coordination, improving oversight, and fostering a more streamlined project management experience.

1. Go to Products > Create a new product

Under the General Information tab, make sure to set:

  • Product Type: Service
  • Create on Order: Project & Task
  • Service Invoicing Policy: Based on Milestones
Note: Milestone Template is optional at this step.




Under the Purchase tab

  • Add Vendor
  • Tick the Subcontract Service checkbox
  • Choose On milestone quantities in the Control Policy field.
  • Choose PO Milestone Template for this product

Note: To create Milestone Template, go to Inventory > Product > Product Template Milestone

2. Create Sales Order for this product > Confirm

After confirmation, you can see the smart buttons for Projects , Milestones and Purchase

3.1. Click on smart button Milestones.

You can see it automatically set the quantity to 100%, but this field is editable.




After finishing a milestone, tick the Reached checkbox.
You can see the Delivered quantity column in the SO is equal to the Quantity of all the milestone reached.
3.2. Click on the smart button Purchase to access the PO > Confirm PO

After that, you will see smart button Milestones appears and it will follow the template of the Milestone you set in Step 1.



You can see the Received quantity in the PO is equal to the Quantity of all the milestone reached.
You can also see the smart button PO Milestones and the task viewed from the PO Milestones is linked to the task originally created from the SO.
4.1. You can also create PO from the task in a project

Go to Projects > Choose a project > create a new task

Fill two fields: Product and Subcontractor

Then click on Create PO

Note: The selected project must be set to Field Service .



4.2. Then, a Purchase Order is created

You can check field Purchase Order Line

Click on the arrow and you will see the PO



4.2. Confirm the Purchase Order
The smart button Milestones appears

You can also see the tasks and projects linked with this 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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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