By default in Odoo Field Service, when a user adds a product to a Field Service Task via the Product Catalog button, the system automatically creates and confirms a corresponding Sales Order. This behavior can lead to unintentional confirmations, skipping critical steps such as pricing approval, manager review, or required customer acknowledgment.
This SME feature modifies that flow by:
- Intercepting the default auto-confirmation behavior.
- Ensuring that any Sales Order generated from a Field Service Task remains in Quotation (draft) stage.
- Requiring a manual confirmation step by authorized users before the Sales Order can proceed.
This gives sales and operations teams greater control and visibility over service-related sales and ensures proper review before financial commitment.
Example Use Case
A field technician adds replacement parts from the catalog while on-site. Previously, the linked Sales Order would auto-confirm, but now:
- The Sales Order is created in draft stage.
- The back-office team reviews pricing and other details.
- A manager manually confirms the SO after review.
Key Benefits
- Manual Validation: Ensures review before confirming sales.
- Better Control: Aligns with approval workflows.
- Avoid Premature Billing: Prevents unintended customer invoicing.
- Compatible with Other FSM Enhancements: Works seamlessly with barcode or mobile workflows.
Conclusion
The Disable FSM Quotation Auto-Confirm feature enhances control over field-service-generated sales by halting automatic SO confirmations. This small but crucial control point ensures compliance, avoids revenue leakage, and supports structured service workflows in growing organizations.
Disable FSM Quotation Auto-Confirm