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3325a98
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
ec40e79
[REN] fsm_location.py
max3903 Dec 20, 2018
08ebbbf
[FIX] View + icon
max3903 Dec 20, 2018
05d448f
[MIG][WIP][12.0] fieldservice_sale
murtuzasaleh Apr 3, 2019
59b6449
[IMP] FSM Sale Update
osi-scampbell Jun 26, 2019
5512fa6
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
0a9dabf
[FIX] View + icon
max3903 Dec 20, 2018
2835ad0
[IMP] fieldservice_sale
brian10048 May 11, 2019
903c050
[IMP] fieldservice_sale
brian10048 May 13, 2019
ff4a872
[FIX] fieldservice_sale errors
brian10048 May 22, 2019
3110528
Finish migration to v12 (forward port from v11)
hparfr Jul 15, 2019
c4bbb20
[FIX] fieldservice_sale
max3903 Oct 10, 2019
f45d6e0
[IMP] fieldservice_sale: Remove the recurring part
max3903 Oct 16, 2019
92437a5
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 10, 2019
d2cf16b
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 19, 2019
3dfd9be
Autofill the FS location in Sale Orders
clementmbr Nov 22, 2019
5622bfc
Refactor autofill SO's FS location and add tests
clementmbr Nov 26, 2019
e0fee9e
[IMP] fieldservice_sale: Add service policy
brian10048 Nov 14, 2019
afec77e
[IMP] fieldservice_sale: Link invoices to FS order
brian10048 Nov 22, 2019
d6aae4e
[IMP] fieldservice_sale: Merge and reuse fields
max3903 Nov 25, 2019
a3fad56
[IMP] fieldservice_sale
brian10048 Nov 26, 2019
e507c3f
[FIX] fieldservice_sale
brian10048 Dec 6, 2019
72b2291
[FIX] fieldservice_sale: Missing the template info
max3903 Dec 10, 2019
5db4d47
[FIX] fieldservice_sale: Missing location directions
max3903 Dec 10, 2019
6ec37ea
[ADD] fieldservice_sale: Migration script to 12.0.2.0.0
max3903 Dec 10, 2019
5f741c9
[FIX] fieldservice_sale_recurring
brian10048 Dec 10, 2019
4beb983
[IMP] fieldservice_sale
max3903 Dec 22, 2019
697ba5b
[FIX] fieldservice_sale
max3903 Dec 22, 2019
5f649cf
[FIX] fieldservice_sale: PEP8 errors
max3903 Dec 22, 2019
c1a9bd4
[FIX] fieldservice_sale
max3903 Dec 19, 2019
e17ed74
[IMP] fieldservice_sale: Add Validation
brian10048 Dec 31, 2019
f964b77
[FIX] fieldservice_sale: bug fixes
brian10048 Dec 31, 2019
617b100
[FIX] Improved code.
murtuzasaleh Jan 1, 2020
cb07d0d
[FIX] fieldservice_sale
brian10048 Jan 6, 2020
43fd48b
[FIX] fieldservice_sale
max3903 Jan 6, 2020
c866375
[IMP] fieldservice_sale
max3903 Jan 9, 2020
e149e35
Update fieldservice_sale/models/fsm_order.py
Jan 10, 2020
e351079
[FIX] fieldservice_sale
brian10048 Jan 16, 2020
5807b46
[FIX] fieldservice_sale
brian10048 Jan 20, 2020
56286a4
[IMP] fieldservice_sale: Add test case
brian10048 Jan 20, 2020
42ac0df
[FIX] fieldservice_sale
brian10048 Feb 24, 2020
2468415
[FIX] fieldservice_sale: Access rights
max3903 Apr 3, 2020
651fb6f
[FIX] fieldservice_sale
max3903 May 12, 2020
8b2ae63
[IMP] fieldservice_sale: Pricelist on branch
max3903 May 14, 2020
2b5a88c
[FIX] fieldservice_sale: Singleton error
max3903 May 16, 2020
23d5e17
[IMP] fieldservice_sale: black, isort, prettier
brian10048 Jul 18, 2020
49d455f
[MIG] fieldservice_sale: Migration to 13.0
brian10048 Jul 18, 2020
96d18e3
[FIX] fieldservice_sale migration changes
RLeeOSI Oct 5, 2020
2051a2a
[FIX] invoice creation from SO
RLeeOSI Oct 7, 2020
7959b28
[IMP] pre-commit, black
brian10048 Oct 22, 2020
0ff4ae7
[FIX] Travis
Freni-OSI Apr 15, 2021
f461fc4
[14.0][MIG] fieldservice_sale
Freni-OSI Apr 15, 2021
6228692
fieldservice_sale: remove required tpl in prd view
hparfr Jul 20, 2021
9a81d2c
[FIX] fieldservice_sale: Restrict views to authorized users
pedrobaeza Jul 28, 2021
ace93e4
Added translation using Weblate (Spanish (Argentina))
ibuioli Oct 3, 2021
4c52011
Translated using Weblate (Spanish (Argentina))
ibuioli Oct 4, 2021
82366e7
Translated using Weblate (Portuguese (Brazil))
marcos-mendez Dec 8, 2021
6718d94
[14.0][FIX] fieldservice_sale
murtuzasaleh Jan 4, 2022
88f1d6f
[FIX] fieldservice_sale: adapt access to ir.actions.* records
brian10048 May 6, 2022
5a10b26
[15.0][MIG] fieldservice_sale
Freni-OSI Oct 27, 2022
2a1f256
Added translation using Weblate (Italian)
mymage Nov 2, 2022
1d2f9c3
Translated using Weblate (Italian)
mymage Nov 2, 2022
823aa3e
Translated using Weblate (Spanish (Argentina))
ibuioli Nov 12, 2022
4db665d
Translated using Weblate (German)
NICO-SOLUTIONS Dec 3, 2022
beb968d
Translated using Weblate (Italian)
francesco-ooops Jan 18, 2023
940ef2e
[IMP] fieldservice_sale: Simplify FSM creation
brian10048 Feb 21, 2023
60d0af8
[IMP] fieldservice_sale: Clean up tests
brian10048 Feb 23, 2023
635198f
Translated using Weblate (Spanish)
macagua Mar 2, 2023
e691930
Translated using Weblate (Spanish (Chile))
macagua Mar 2, 2023
a9580cf
Translated using Weblate (Spanish (Argentina))
ibuioli Mar 4, 2023
7636550
Translated using Weblate (Italian)
mymage Mar 8, 2023
521df3a
Translated using Weblate (Italian)
francesco-ooops Apr 7, 2023
5c0e825
[FIX] fieldservice_sale: duplicated sales order doesn't create FSM Order
dalonsod Apr 24, 2023
b71f259
Translated using Weblate (Italian)
mymage May 3, 2023
e7bfc42
[FIX] fieldservice_sale: fsm_location_id is mandatory
yankinmax May 17, 2023
d1b6c9a
[MIG] fieldservice_sale: Migration to 16.0
Jan 30, 2023
8d234d5
[UPD] Update fieldservice_sale.pot
Jun 13, 2023
5a6fd38
[UPD] README.rst
OCA-git-bot Jun 13, 2023
635a9d9
Update translation files
weblate Jun 13, 2023
6e9ab9d
Translated using Weblate (Italian)
mymage Jun 19, 2023
aa023ac
Translated using Weblate (Spanish (Argentina))
ibuioli Jun 19, 2023
5eaa1b6
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 22, 2023
bd8e407
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 22, 2023
d53428e
Translated using Weblate (Spanish)
Ivorra78 Jul 22, 2023
be7c94d
[UPD] README.rst
OCA-git-bot Sep 3, 2023
6ee2a3a
Translated using Weblate (Italian)
mymage Oct 23, 2023
1516e90
[IMP] fieldservice_sale: Allow overrides in _field_service_generation
paradoxxxzero Feb 28, 2023
c1c3c0a
[BOT] post-merge updates
OCA-git-bot Dec 13, 2023
fe0bcc9
[16.0][FIX] fieldservice_sale: Fix sale order line create method
apatyk Feb 21, 2024
aee1534
[16.0][FIX] Remove module version bump
apatyk Mar 6, 2024
e8bd1e0
[BOT] post-merge updates
OCA-git-bot Apr 16, 2024
ad3cb6d
Added translation using Weblate (Slovak)
peterdovicovic May 4, 2024
9256931
Translated using Weblate (Slovak)
peterdovicovic May 4, 2024
68b52af
[IMP] fieldservice_sale: pre-commit auto fixes
santiagordz Jun 17, 2024
e1f6de3
[FIX] fieldservice_sale: Migrate from 17.0
santiagordz Jun 17, 2024
e9d8a52
[UPD] Update fieldservice_sale.pot
Jun 18, 2024
098f7ca
[BOT] post-merge updates
OCA-git-bot Jun 18, 2024
4cb9769
Update translation files
weblate Jul 7, 2024
c73ae5e
Translated using Weblate (Italian)
mymage Jul 8, 2024
d0a8c15
Translated using Weblate (Spanish (Argentina))
ibuioli Sep 16, 2024
bb205aa
Translated using Weblate (Italian)
mymage Sep 23, 2024
bc6a1c2
[MIG] fieldservice_sale: Migration to 18.0
EdgarRetes Oct 16, 2024
18caec9
[UPD] Update fieldservice_sale.pot
Nov 20, 2024
3f0f066
[BOT] post-merge updates
OCA-git-bot Nov 20, 2024
0e4e42b
Update translation files
weblate Nov 20, 2024
3f14b89
[FIX][14.0] fieldservice_sale: make link between invoice and fsm orde…
paradoxxxzero Feb 28, 2023
7c1dfd5
[16.0][FIX] chearch fsm.order by sale_id
mourad-ehm Nov 30, 2023
5408165
[16.0][FIX] chearch fsm.order by both sale_id and sale_line_id
mourad-ehm Dec 1, 2023
738e0ec
[IMP] fieldservice_sale: use Command
ivantodorovich Feb 4, 2025
dfe0e17
[BOT] post-merge updates
OCA-git-bot Mar 5, 2025
3effd8b
[IMP] fieldservice_sale: sale.order::commitment_date propagation
vvrossem Aug 19, 2025
5b340d4
[BOT] post-merge updates
OCA-git-bot Nov 5, 2025
9429202
[IMP] fieldservice_sale: Tests - Add company in pricelist search
christian-ramos-tecnativa Nov 28, 2025
bf9d549
[BOT] post-merge updates
OCA-git-bot Nov 28, 2025
c95b624
[MIG] fieldservice_sale: Migration to 19.0
Vang-NguyenPhu Jan 21, 2026
33ffeac
[DON'T MERGE] test-requirements.txt
Vang-NguyenPhu Mar 20, 2026
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182 changes: 182 additions & 0 deletions fieldservice_sale/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=====================
Field Service - Sales
=====================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:e80499850e7825bfe75d5bd1538fb18dc307dd4c852d5e26b3ac365c93f88d0b
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github
:target: https://github.com/OCA/field-service/tree/19.0/fieldservice_sale
:alt: OCA/field-service
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/field-service-19-0/field-service-19-0-fieldservice_sale
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/field-service&target_branch=19.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

The module integrates the Field Service application with the Sales one
and allows you to sell products that generate field service orders.

**Table of contents**

.. contents::
:local:

Installation
============

To install Field Service and have the mapping features, you need to
install GeoEngine.

Please refer to the installation instructions available at:
https://github.com/OCA/geospatial/tree/13.0/base_geoengine

Configuration
=============

Products must be configured properly in order to create field service
orders upon sale order confirmation.

The field service tracking of a product defines how it generates a field
service order if the product is sold via sale order.

To configure a product that generates a unique field service order on
each sale order line:

- Go to Sales > Catalog > Products
- Create or select a product
- Set the Field Service Tracking to 'One FSM Order per Sale Order Line'
- Select the FSM Order Template that will be used for creating FSM
Orders when a Sale Order is confirmed with this product

To configure a product that generates a unique field service order for
an individual sale order:

- Go to Sales > Catalog > Products
- Create or select a product
- Set the Field Service Tracking to 'One FSM Order per Sale Order'
- Select the FSM Order Template that will be used for creating FSM
Orders when a Sale Order is confirmed with this product

To setup a sales territory:

- Go to Field Service > Master Data > Locations
- Create or select a location
- Go to the Sales tab and select the sales territory

Usage
=====

- 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

- Confirm the Sale Order

- Field Service orders linked to SO lines are created

- | When a Field Service order is completed, the quantity delivered for
its
| linked sale order line will be updated to the quantity ordered,
indicating this line is ready for invoicing (only applicable for
"Create one FSM order per sale order line").

Known issues / Roadmap
======================

- Provide a mapping between an address and the branch and use it to set
the pricelist of a new partner

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_sale%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Open Source Integrators

Contributors
------------

- Open Source Integrators <https://opensourceintegrators.com>

- Steve Campbell <scampbell@opensourceintegrators.com>
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
- Wolfgang Hall <whall@opensourceintegrators.com>
- Raphael Lee <rlee@opensourceintegrators.com>

- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Brian McMaster <brian@mcmpest.com>
- Rapha??l Reverdy <raphael.reverdy@akretion.com>
- Cl??ment Mombereau <clement.mombereau@akretion.com>
- `Tecnativa <https://www.tecnativa.com>`__:

- Stefan Ungureanu

- `Komit <https://komit-consulting.com>`__:

- Vang Nguyen Phu

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-wolfhall| image:: https://github.com/wolfhall.png?size=40px
:target: https://github.com/wolfhall
:alt: wolfhall
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
.. |maintainer-brian10048| image:: https://github.com/brian10048.png?size=40px
:target: https://github.com/brian10048
:alt: brian10048

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-wolfhall| |maintainer-max3903| |maintainer-brian10048|

This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/19.0/fieldservice_sale>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions fieldservice_sale/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
# Copyright (C) 2018 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
31 changes: 31 additions & 0 deletions fieldservice_sale/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,31 @@
# Copyright (C) 2018 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Field Service - Sales",
"version": "19.0.1.0.0",
"summary": "Sell field services.",
"category": "Field Service",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/field-service",
"depends": [
"fieldservice",
"sale_management",
"fieldservice_account",
],
"data": [
"security/ir.model.access.csv",
"security/res_groups.xml",
"views/fsm_location.xml",
"views/fsm_order.xml",
"views/product_template.xml",
"views/sale_order.xml",
],
"license": "AGPL-3",
"development_status": "Beta",
"maintainers": [
"wolfhall",
"max3903",
"brian10048",
],
"installable": True,
}
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