fieldservice_account
Link Field Service orders with their related customer invoices and bills so both service teams and accountants can trace work to billing.
Key Features
- fsm.order: Links orders to invoice lines and resulting invoices, keeps invoice counts, and offers a stat button that opens the related billing documents.
- account.move: Computes the Field Service orders tied to each invoice via its lines, tracks their count, and lets accountants jump straight to those orders from invoices and bills.
- account.move.line: Maintains a many-to-many relationship back to Field Service orders so every invoice line knows which service orders generated it.
- account.move views: Adds FSM order tags, form sections, and search filters on invoice and bill screens to expose the service context directly in accounting views.
- fsm.stage: Introduces an invoiceable flag and helper method so workflows can clearly mark which stages should trigger invoicing.
- security: Grants Field Service users the necessary permissions on invoice lines to manage the service-to-invoice linkage.