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Sale project reimbursement cost

sale_project_reimbursement_cost folder_open OCA/project open_in_new
Sales License: AGPL-3

This module allows the display of provisions and reimbursement costs in the Project Updates dashboard.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Shows provisions and reimbursement costs in the Project Updates side panel, and automatically creates a negative provision line on the sales order when a reimbursable expense is invoiced.

This module adds a "Provisions" section to the Project Updates side panel (the right-hand panel on a project). It lists the provision entries recorded on the project's analytic account and the reimbursable expenses still to be invoiced, with their date and amount, and a total. Clicking an entry opens the related record: analytic entries open the analytic line, and reimbursement entries open the sales order line.

On products, a new "Provision product" field appears on the product form for service products whose expense policy is "Cost" or "Sales price". It lets you link a service product to the provision product that should be used to offset it.

When a customer invoice is created from a reimbursable expense, the module checks the remaining provision amount on the same analytic account. If there is still provision left, it automatically adds a negative line on the sales order for the provision product, limited to the remaining provision and to the expense amount. This keeps provisions and reimbursements balanced.

It touches product.template, project.project, account.move.line and sale.order.line, and adds a "Reimbursement cost" action listing the related sales order lines.

Depends on

sale_project
Models and fields (2)
  • project.project · extends an existing model
  • product.template · extends an existing modelprovision_product_id

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0

To automatically create a project from a sale order:

  • Go to Sales > Products > Products.
  • Create a new product with the following options:
  • Product Type: Service
  • Invoicing Policy: Prepaid/Fixed Price.
  • Create on Order: Set an option other than Nothing.

For Provisions:

  • Go to Sales > Products > Products.
  • Create a new product of type Service.

For Reimbursement:

  • Go to Sales > Products > Products.
  • Create a new product with the following options:
  • Product Type: Service
  • Invoicing Policy: Based on Delivered Quantity (Manual).
  • Re-Invoice Expenses: At cost or Sales price
  • Fill in the Provision Product field created in the previous step.

Usage

Source · Odoo 18.0

To generate a new project from a sale order:

  • Go to Sales > Orders > Quotations.
  • Create a new sales order and select the first product configured.
  • Add a second line with the second configured product for Provisions.
  • Confirm the sales order.
  • Generated the invoice

To generate reimbursement costs:

  • Go to Invoicing > Vendors > Bills.
  • Create a new bill and select the third product configured for Reimbursement.
  • In the invoice line, set the analytic distribution with the analytic account for the project.
  • Confirm the bill, and a new line will be added to the sale order with the reimbursement cost.
  • While the provision has a remaining amount, a new line will be added to the sale order with the product for Provisions, but with a negative quantity.

Project status dashboard:

  • Go to Project > Projects.
  • Search for the respective project.
  • In the Kanban view, click the top-right icon to display project settings, then click Reporting / Project Updates.

No verified information in OCA: Installation.

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.