<h1 class="title">Field Service - Stock Account</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/field-service/tree/14.0/fieldservice_stock_account"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/field-service-14-0/field-service-14-0-fieldservice_stock_account"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/264/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>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.</p> <p>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.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#other-credits" id="id6">Other credits</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>To use this module, you need to:</p> <ul> <li><p class="first">Go to Field Service</p> </li> <li><p class="first">Create an order for a customer location (type of the inventory location must be 'Customer')</p> </li> <li><p class="first">Add inventory items and process them. Their delivery will generate an accounting entry.</p> </li> <li><p class="first">Complete the field service order</p> </li> <li><p class="first">Add some contractor costs or timesheet entries depending on the worker (vendor or employee)</p> </li> <li><p class="first">In the accounting tab, click on &quot;Create invoice&quot;. The delivered inventory items will be added to the customer invoice with a 0$ price unit and they will not show up in the PDF report of the invoice.</p> <blockquote> <ul class="simple"> <li>Go to Invoicing &gt; Customers &gt; Invoices</li> <li>Validate the invoice.</li> <li>Check the accounting entry to make sure the value of the inventory items is accounted as a cost of goods/services sold.</li> </ul> </blockquote> </li> <li><p class="first">Repeat the process but in the accounting tab, click on &quot;No invoice&quot;</p> <blockquote> <ul class="simple"> <li>Go to Invoicing &gt; Customers &gt; Invoices</li> <li>Open the invoice related to the field service order</li> <li>Check that the invoice has a 0$ total and is paid</li> <li>Check the accounting entry to make sure the value of the inventory items is accounted as a cost of goods/services sold.</li> </ul> </blockquote> </li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/field-service/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_stock_account%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>Open Source Integrators</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;opensourceintegrators.com">bodedra&#64;opensourceintegrators.com</a>&gt;</li> <li>Freni Patel &lt;<a class="reference external" href="mailto:fpatel&#64;opensourceintegrators.com">fpatel&#64;opensourceintegrators.com</a>&gt;</li> </ul> <a name="other-credits"></a> <h3><a class="toc-backref" href="#id6">Other credits</a></h3> <p>The development of this module has been financially supported by:</p> <ul class="simple"> <li>Open Source Integrators &lt;<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p> <p><a class="reference external" href="https://github.com/bodedra"><img alt="bodedra" src="https://github.com/bodedra.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/field-service/tree/14.0/fieldservice_stock_account">OCA/field-service</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>