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Subcontracted FSM and PO Creation

by
Odoo

$ 1089.99

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Field Service (industry_fsm)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
• Inventory (stock)
• Employees (hr)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 1766
Technical Name fal_task_po_line_subcontract
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetpur0024-subcontracted-fsm-and-po-creation-6545
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Field Service (industry_fsm)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
• Inventory (stock)
• Employees (hr)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 1766
Technical Name fal_task_po_line_subcontract
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetpur0024-subcontracted-fsm-and-po-creation-6545
Versions 18.0 19.0


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.


\t 2️⃣The 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.

CREATE A PURCHASE ORDER DIRECTLY FROM THE FSM TASK


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

2. After that, there will be a Purchase Order created which is visible on the Purchase Order Line > Click on the Internal Link button on the Purchase Order Line.

Continue to click on the Internal Link of the Order Reference

You will see the following information:

  • 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)


Notes:

  • For products assigned to the same subcontractor, they will be grouped into one purchase order or added to an existing one.
  • When the subcontractor changes, the PO line information is also updated.

3. On the List View of the tasks, select FSM Tasks > Actions > Create PO > Mass create the Purchase Orders for these tasks at the same time

CREATE A PURCHASE ORDER FROM THE FSM TASK GENERATED WITHIN A SALES ORDER


Case 1: For Subcontracted Service Product

Go to Product > Create a Service Product and Set up necessary fields:
  • Product Type: Service
  • Create on Order: Task / Project & Task/ Project according to your need
  • Project: Assign an FSM Project
Move to the Purchase tab > Set up Vendor Pricelist > Check the Subcontract Service checkbox.
2.
Go to Sales > Create a new Sales Order > Assign the configured product and choose a Subcontractor > Confirm > A Purchase Order is created automatically.

Notes:
  • 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)
Click on the Purchase button to move to the Purchase Order form to see details
Click on the Tasks button to move to the Task form to see details

Case 2: No Subcontracted Service Product

1. Go to Products > Create a Service Product and set up the necessary fields:
  • Product Type: Service
  • Create on Order: Task/ Project & Task/ Project according to your need
  • Project: Assign an FSM Project

In the Purchase tab, make sure the Subcontract Service checkbox is unchecked

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)

On the Task form > Assign a Subcontractor > Click on Create PO button > There will be a Purchase Order created


Note: The list of Subcontractorsn shows all contacts


4. On  Purchase Order form

  • 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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