OCA modules for Odoo

This module links pickings created by a sale order to the field service order created by the sale order.

This module adds compatibility between field_service_sale_stock and pos_order_to_sale_order, allowing the creation of FSM orders directly from the POS. It also includes logic to handle refunds.

This module extends Field Service (FSM) functionality by automatically assigning FSM tags to orders based on product template tags. Features: · Automatically assigns FSM tags to open FSM orders based on products in linked stock moves. · Ensures missing FSM tags are created dynamically. · Supports manual tag assignment without being overwritten.

This module integrates the fieldservice_sale_stock and fieldservice_route modules, enabling automatic generation of FSM order day routes from sales orders. Requirements for Confirming a Sales Order If a sales order contains a product that generates an FSM order, the following conditions must be met before confirmation: · An FSM location must be set. · The FSM location must have an assigned route. · The FSM route must have a designated FSM person. · The FSM route must have…

This module adds configurable customer signing features on Field Service orders: · On-site signature capture — uses the native signature widget and the signature fields already provided by fieldservice (signature, signed_by, signed_on). Capture can be enabled or disabled per company, and optionally required before an order can be completed. · Document signing — integrates with sign_oca to launch a signature request for a document linked to the order, expose its status on the…

Some field service operations may need to track the size of a field service location and its orders. Examples of sizes might be: · Area measure of a location · Count of service or maintenance items at a location Once established, sizes can be useful for route capacity planning, time estimation for orders, or for planning stock and inventory moves. This module allows you to establish sizes for your field service orders. Multiple sizes can be configured and established for a…

Odoo Field Service App allows to assign any FS worker to any FS order. For some organizations, they cannot assign any FS worker to any order. They needs to manage the skills of the FS workers and reduce the list of potential FS workers on an order to avoid wrong assignment and mis-configuration. The skills of the selectable FS workers on a service order needs to match the required skills to perform the order. This modules allows you to set skills on categories to…

This module allows you to execute server actions when a FSM orders enters a specific stage.

As the stage of a field service document progresses, it may be important for specific fields of the document be completed. For example, when a field service order enters the 'Complete' stage, the fields for 'Actual End Date' and/or 'Resolution Notes' should be set. This module allows you to raise a Validation Error if the designated fields are not set when moving to a new stage. Since stages can be used for field service orders, workers, locations, or equipments, this logic…

This module is an add-on for the Field Service application in Odoo. It provides a generic framework to allow you to link inventory and stock operations with your field service operations.

If inventory items were delivered to a customer location, the delivery will generate an accounting entry in the stock output account. The balance of that account will keep increasing as those inventory items will not get invoiced. This module allows you to automatically adds inventory items delivered as part of the field service order to a customer invoice to account for their value as a cost of goods (or service) sold.

This module allows you to report on the stock output account by analytic account. It uses the analytic account of the field service location to set the analytic account on the deliveries.

This module lets you send materials out to a Field Service location and receive materials back from it directly from the Field Service Order, using standard stock transfers (pickings). On the Field Service Order you can: · list the outgoing and the incoming products; · choose the operation type (stock.picking.type) used for the outgoing and for the incoming transfer; · create the outgoing and/or incoming transfer in a single click; a transfer is only created when there are…

This module is an add-on for the Field Service application in Odoo. It provides stock requests in field service orders.

Scrap stock from Field Service orders of Stock Requests with inbound direction

This module integrates Field Service with Purchasing to automate the subcontracting workflow. It allows users to: · Mark subcontractor vendors on partners. · Configure a service product on Field Service order templates. · Resolve the Purchase Order vendor from the assigned worker or its parent company. · Create draft Purchase Orders for subcontracted orders. · Set the Purchase Order Expected Arrival from the Field Service Order Scheduled End. · Keep the Purchase Order…

Odoo and the Field Service App do not provide a way to track what is required and/or missing at the different stages of the FSM order process. Some organizations needs a way to track documentation, materials, signature and various activities. This module allows you to have a list of sub-statuses and set them as default or potential sub-statuses on each FSM stage. The stage configuration will drive: · the sub-status set when entering a stage · the list of potential…

This module introduces enhanced survey functionalities in the Field Service module, streamlining the process of collecting and analyzing feedback for service orders. Users can seamlessly navigate to Field Service, access settings, and select a customized FSM Order Survey Template. When generating a new order, the system prompts users to submit a survey, facilitating efficient data collection. The module further extends capabilities by incorporating an intuitive "Survey…

This module adds a timeline view for Field Service orders so you can see scheduled work across workers on a single interactive chart. There is also a new menu "Orders by Latest Request" in Field Service > Operations where Orders are shown in a timeline by their Latest Request Date.

Encode time spent on the different field service orders.