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Agreement Legal Sale Fieldservice

agreement_legal_sale_fieldservice folder_open OCA/contract open_in_new
Agreement License: AGPL-3

After creating an Agreement from a Sales Order we need to link it the Fieldservice Location of the Partner so users do not have to do so manually.

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

When a sales order is confirmed, this module automatically fills in the Field Service location on the related agreement using the customer's service location, so users don't have to set it manually.

This module connects three Odoo areas: agreements, sales and field service. It is installed automatically when its dependencies are present, so there is nothing to configure.

When a sales order is confirmed, the module looks for any agreement already linked to that sales order and copies the customer's service location onto the agreement's field service location. This means the agreement is automatically tied to the right site or address for field service work, without the user having to open the agreement and pick the location by hand.

  • Trigger: confirming a sales order.
  • Action: the agreement linked to the order gets the customer's service location.
  • Where it shows: on the agreement record, in the field service location field.
  • Models touched: sale.order is extended, and the agreement record is updated.

No new menus, buttons, reports or scheduled jobs are added. The change is purely automatic and happens in the background at confirmation time. If no agreement is linked to the order, or the customer has no service location, nothing is changed.

Depends on

agreement_legal_salefieldservice_agreementfieldservice_sale
Models and fields (1)
  • sale.order · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 12.0

Usage

Source · Odoo 12.0

To use this module:

  • Go to Sales
  • Create or select a quotation
  • Set the agreement template and add some products
  • Confirm the quotation.
  • An agreement is created and linked to the sales order and the partner's fsm_location is linked to the agreement

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.