Subcontracted FSM and PO Creation
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pur-0024-subcontracted-fsm-and-po-creation-6545$ 1004.42
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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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 | Show |
| Lines of code | 1525 |
| Technical Name |
fal_task_po_line_subcontract |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pur-0024-subcontracted-fsm-and-po-creation-6545 |
| 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 | Show |
| Lines of code | 1525 |
| Technical Name |
fal_task_po_line_subcontract |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pur-0024-subcontracted-fsm-and-po-creation-6545 |
ODOO'S FUNCTION
In Odoo, for service products with the subcontracting service type, it is not allowed to manually select subcontractors on the sales order. 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 FUNCTION
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.
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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.
Open a FSM task > Assign the following 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, and Purchase Order Line and Create PO button are only visible It's an FSM Task if its project has the checked Field Service checkbox |
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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
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 Form) Note: For products assigned to the same subcontractor, they will be grouped into one purchase order or added to an existing one. |
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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 |
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B. Create a Purchase Order from the FSM Task generated within a Sale Order
Case 1: For 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. |
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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 to the order lines, Subcontractor (Order Lines = Subcontractor (Task) = Vendor (Purchase Order) If you don't set a subcontractor to the order lines, The 1st Vendor configured on the Product Template = Subcontractor (Task) = Vendor (Purchase Order) |
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Case 2: No Subcontracted Service Product
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 |
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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 to see details
Note: If you set a Subcontractor on the order lines, Subcontractor (Order Lines) = Subcontractor (Task) |
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3. On the Task form > Assign a Subcontractor > Click on Create PO button > There will be a Purchase Order created
Note: The list of Subcontractor shows all contacts |
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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 Form) |
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