Hi,
we are selling maintenance contracts and want this to be handled in Odoo Enterprise 14.
The Subscription Module itself is pretty self explaining. But this is only one part of my problem - cause as far as i saw it, this only recur the invoice.
But i also want to connect the subscription with something we have to do.
For example, we have to execute a maintenance each year and/or send some products to the customer. And that each year or month for a subscription/contract.
is it somehow possible to let the subscription create a task/field service or a delivery slip for each payed subscription period?
Hi,
I am having the same situation for a client but haven't found the proper solution yet (I am quite new in Odoo).
As I undersdand for now, in Odoo 14, you can't generate a task or field service from the Sub App, you need to start your flow from the Sales app by using a sub product (service/ #hours) that generates a task in a project / sale order's project (if you use analytic account, task/sub/SO will be on the same account which is nice).
Problem is, as you said, Sub only create an invoice, and no SO, and so, when a new period arrives, there is no new task created, only an invoice.
Now, in theory, you could use the feature "Recurring task" and modify the task you've created with your SO, and set the same periodicity as your subscription. A new task would be created at same period and linked to the same analytic account as your sub. However, I am having issues, my recurring tasks don't appear in my project, I don't know why yet...
Other solution, if you use Fixed subscription, you can renew the quotation at each end period, or do it once and change manually the hour on the task created. (For instance, a sub fixed, invoice each month during a year -> create only a task with the #hours for a month, you need to put the total hour for the year, at the end of the year, renew quotation -> create a task, change the hour, etc.)
Did you ever figure a solution on this?