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Field Service Sale Note

fieldservice_sale_note folder_open OCA/field-service open_in_new
Field Service License: AGPL-3

Allows to register an internal note on Sales Orders, and pass it through to the FSM Orders

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Adds an Internal Note field to Sales Orders and automatically copies it to the Resolution field of the related Field Service Orders, both when the service order is created and whenever the note is edited.

This module adds a free-text "Internal Note" field to the Sales Order form, placed right after the tags. Users can type any internal instruction or remark there.

When a Field Service Order is generated from a Sales Order, the note is copied into the Resolution field of the new service order, so the field team sees the same information without retyping it.

If someone later changes the Internal Note on the Sales Order, the module updates the Resolution field of every Field Service Order linked to that sale. This keeps the two records aligned automatically.

The module touches the sale.order model by adding the internal_note field and extending its write behaviour, and it relies on the link between sales orders and field service orders (fsm_order_ids). It does not add new menus or reports; the only visible change is the extra field on the existing Sales Order form.

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

Text generated by AI (DeepSeek) from reading the Odoo 15.0 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.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/field-service.

terminal Installation and usage

OCA documentation · Odoo 15.0
  • Go to Sales
  • Create a new Quotation/Sale Order
  • Set the FSM Location to be used
  • On a Sale Order Line, select a product configured for field service orders
  • On Other Information tab set the Intenal Note
  • Confirm the Sale Order
  • Now on Field Service Order the resolution is filled with internal notes of Sale Order

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.