InterAcct Job Costing for Odoo Archives - Odoo installed by InterAcct Software https://odoo.interacct.com.au/category/interacct-job-costing-for-odoo/ Installed by InterAcct Software Tue, 09 Sep 2025 23:49:49 +0000 en-US hourly 1 https://i0.wp.com/odoo.interacct.com.au/wp-content/uploads/2024/08/cropped-OdooAppsByInterAcctCube.png?fit=32%2C32&ssl=1 InterAcct Job Costing for Odoo Archives - Odoo installed by InterAcct Software https://odoo.interacct.com.au/category/interacct-job-costing-for-odoo/ 32 32 229196491 Job Costing Manufacturing https://odoo.interacct.com.au/job-costing-manufacturing/ https://odoo.interacct.com.au/job-costing-manufacturing/#respond Tue, 09 Sep 2025 23:45:22 +0000 https://odoo.interacct.com.au/?p=959 The InterAcct Job Costing can be now used to create and remake manufactured items. This video goes through this new option and shows you the flexibility in the system for that. You can setup a “Template” product item as a starting point and then when you make products you can create a new product in […]

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The InterAcct Job Costing can be now used to create and remake manufactured items. This video goes through this new option and shows you the flexibility in the system for that.

You can setup a “Template” product item as a starting point and then when you make products you can create a new product in the database using this template.

The product created uses the Bundle Function, so it means it can be replicated and reused for later estimates as well.

You also have the option to just select to remake an existing item or generate a new Product Code, which is useful for variations.

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Latest Job Costing for Odoo Updates for Q4 for 2024 https://odoo.interacct.com.au/latest-job-costing-for-odoo-updates-for-q4-for-2024/ https://odoo.interacct.com.au/latest-job-costing-for-odoo-updates-for-q4-for-2024/#respond Tue, 28 Jan 2025 22:15:03 +0000 https://interacct.com.au/odoo/?p=927 The fourth quarter of 2024 saw quite a few changes and fixes in the job costing modules. These included:

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The fourth quarter of 2024 saw quite a few changes and fixes in the job costing modules.

These included:

  • Cost Item Estimate Bundles
  • Change Final Estimate Sell Price
  • Job Analysis Report
  • Job Card

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Odoo Job Costing Linking to Odoo’s Field Service Module. https://odoo.interacct.com.au/odoo-job-costing-linking-to-odoos-field-service-module/ https://odoo.interacct.com.au/odoo-job-costing-linking-to-odoos-field-service-module/#respond Wed, 04 Dec 2024 03:57:36 +0000 https://interacct.com.au/odoo/?p=918 I’m going to go through the job costing package again and just the new function in relation to the field service. So that’s a that’s a module that’s in Odoo it’s really just a function that’s on top of the Project module but it does allow you to do extra things like create subtasks and […]

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I’m going to go through the job costing package again and just the new function in relation to the field service.

So that’s a that’s a module that’s in Odoo it’s really just a function that’s on top of the Project module but it does allow you to do extra things like create subtasks and things like that.

So when you create a job within the job costing you’ve got an option to indicate that it is for a field service as well and if you do that any things that are either the Labour or Machines and also the Subbies they go into the field service tasks, and from there you can do timesheets directly to them or split them up into sub tasks and that sort of thing.

So the first thing you need to do is when you go into the job cost into the configuration and go into settings so to create field service projects tasks.

IF you then create a new job and call it a “Repair air conditioning Unit” , then go and add in a Estimate “Version 1”, which you need save that manually before I can go and edit it.

Under the estimate then go into labour and add an line in here for the repair of the air-con and I’m going to say that’s going to take me 5 hours and  add one more line in here which is going to be the “Replace the gas” for an hour 

Just for the speed of it you can go through and do a quote and convert it to an sales order and things like that but I’m just going to click on the “Budget” Status and convert it directly to budget.

As soon as I do that what it’s going to do as you can see at the top here it’s added in two tasks into the the service tasks so by default it’s gone to put them in none as it’s stage . You might want to add more stages in here to be able to put them into different stage

Back at the main menu, then directly into field service option and then select Tasks and all tasks and just scroll down from here you’ll see them down here the these are my two new lines that I’ve added.

So if I click on one of those I can go into more detail can add descriptions I can put time sheets in I can split the subtasks put extra information in there about what it relates to you can see down here you know it’s how it’s linked back to the job and to the estimate and the cost item that it’s related to and when you create a subtask
that will also be related to that

That is all I wanted to show you in this video, but if you are wanting something extra let me know and we can estimate how long it might take to develop for you.

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InterAcct Job Costing for Odoo – Auto Stock Issues. Generating Delivery Dockets and Internal Transfers from Budget Material Lines https://odoo.interacct.com.au/interacct-job-costing-for-odoo-auto-stock-issues-generating-delivery-dockets-and-internal-transfers-from-budget-material-lines/ https://odoo.interacct.com.au/interacct-job-costing-for-odoo-auto-stock-issues-generating-delivery-dockets-and-internal-transfers-from-budget-material-lines/#respond Tue, 26 Nov 2024 01:07:00 +0000 https://interacct.com.au/odoo/?p=906 This new feature which is the stock issue. so you’ll create a job add a estimate in for that job that estimate will then become into budget normally by a creating a quotation once it’s become into budget and like then there those items are available to be issued to the job so there’s two […]

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This new feature which is the stock issue. so you’ll create a job add a estimate in for that job that estimate will then become into budget normally by a creating a quotation once it’s become into budget and like then there those items are available to be issued to the job so there’s two ways to go about doing that one is an internal issue.

Where you’re issuing stock from your Warehouse to the job and issuing it those costs to the job so that’s where it’s just moving within the the same warehouse itself and the other one would be is.

If you’re actually got jobs on site so you’re delivering material to be used on the job on site so one’s a delivery docket and one’s a internal trans we call them Factory.

For those internal ones and onsite for the for the delivery dockets so I’ve created a job here I’ve just got a gate for a school if we go under the the estimate itself 

 

There is now a new button which is the stock issue so if we click on that now what you’ll see is the two items down here we got six and 12 as we had before we’ve got nothing issued so far so therefore the remaining is 6 and 12 as we had so it’s suggesting to issue now the six and the 12.

So we in this case we’re doing an internal transfer so it’s called a factory  issue here of stock issue for factory but if we click on the delivery it will change it to a stock issue if for on site so if we’re moving them on site so the only real difference is just as far as the delivery docket and the and the picking slip and things like that so in this case we’ll just do an internal one now if you didn’t want to for some reason issue all the stock straight away you could come into here and just change the two issue quantity.

I’ll just change it to two just for example and you can say well sure we’ve got 62 issue for this job to be fulfilled but we’re only going to issue two now and we’ll issue the other four later okay so you can add a line on the Fly here that won’t obviously be linking up to in our case and any of the estimate lines because we’ve because we don’t have any other lines on our estimate just these two in terms of materials we got the option here for to create and View and just create I typically use the create and view to have a look at it and then confirm it and things like that from there but let’s go to let’s use that option okay so it’s created a internal transfer and this one is the the factory one as we talked about before it’s got these defaults already coming through you can see the job that it relates to here and the date and things like that so at this stage it’s just its draft so it actually hasn’t been sent yet so if you’re okay with that the two and the 12 that’s as you said it’s come through with those we can then just validate that and you’ll see that that’s moved from draft now to done so yeah so down here you can see that it we required 2 and 12 and we’ve sent 2 and 12 um so if I just come back to the job now and have a look at the stock issues down here you can see that there’s um there’s two committed to delivered and 12 and 12 here so that’s now showing showing me what what is um being sent so if I just went back now to another stock issue so later down the track um you’ll see here that we’ve got the budget still exactly the same as it was the six and the 12 you can see we’ve issued two and we’ve issued 12 so therefore there’s four still remaining to be issued and again you could click on that line and change it to be um whatever you wanted um to issue a different quantity but I’m just going to cancel that for now and leave it like that um and not worry about it but oh well might as well actually let’s just create it again I’m just going to remove remove this line I don’t need that and I’m going to just go go for it and do all of it okay so there’s the line come through with the four again.

I’m just going to validate that which is going to move it from draft to done okay so that’s now done so if I come back to the job itself I’m just clicking up to the top here where the little breadcrumbs are go back to the job and you can see that now there’s an extra line on there for the four comes through so it just picks up the uh the cost the unit cost at the moment multiplies that out to give you a total cost if you look at the financials on here you can see that the actuals have come through for the materials here as well all right that’s about it um there’s probably not much much more to it you can go and create uh the stock issues um manually as well so if you get get into the if you come into this here you’ve got the internal transfers and delivery dockets here as well.

You and you can also get to them from the inventory under these operations so you got Factory on on site here so if you pop into there you’ll be able to see those ones that are job stock issue Factory so J.S.I.F that’s the factory ones and the ones that are on site was an O at the end instead so
this is the factory one so that’s not in there so if I go here to delivery sorry onsite you can see the um it’s actually down down a bit further but there they are they the onsite ones see those are the have been generated via that um the auto stock issue but you can create a new one on the Fly here as well okay I’ll um that’s probably about it for today yeah so that’s in the job costing so just reviewing if I come back into here you can see we got that stock issue button and it relates to the budgeted um material lines to be able to issue them to the job rather than having to manually select them one by one to issue them and remember what product it is.

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InterAcct Job Costing for Odoo – Linking from CRM https://odoo.interacct.com.au/interacct-job-costing-for-odoo-linking-from-crm/ https://odoo.interacct.com.au/interacct-job-costing-for-odoo-linking-from-crm/#respond Tue, 26 Nov 2024 00:54:43 +0000 https://interacct.com.au/odoo/?p=898 This a new feature added to the CRM part of the Odoo system that connects now to our job costing so you can use the pipeline and from there rather than creating a quotation they go and create a job directly. We provide a button from the opputunity under the pipeline to create a job […]

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This a new feature added to the CRM part of the Odoo system that connects now to our job costing so you can use the pipeline and from there rather than creating a quotation they go and create a job directly.

We provide a button from the opputunity under the pipeline to create a job or you can select an existing job.

The job will pull through the customers, the opportunity to this particular job. If we just go back to the the opportunity now you can see now that job is now being filled in there so that’s really the main thing about the connection and what it allows you to do.

The job and you can see the status is across the top so one of the other things this module has done is it’s generated all those statuses in the CRM so let’s say for instance you move it to one okay so it’s moved the status to one it doesn’t show you anything here in terms of the change but if you look at the oppurtunity under the pipeline you’ll see that it’s no longer a new and if we scroll across to won there it is there in the won status so yes the the changes in the status of the the the job itself we’ll move it in the the pipeline as well so you can move it say to work in progress go back to the pipeline and you can see that it’s now moved to from one to work in progress.

So that’s really the what the relationship allows you to do it’s just that extra little connection across from the CRM to the job costing and just makes it so you’re you’re tracking a bit more the
you know what’s happened to those opportunities that have come through your pipeline.

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InterAcct Job Costing for Odoo – Unable to Change Estimate which has converted to Budget and has a related Approved Sales Order https://odoo.interacct.com.au/interacct-job-costing-for-odoo-unable-to-change-estimate-which-has-converted-to-budget-and-has-a-related-approved-sales-order/ https://odoo.interacct.com.au/interacct-job-costing-for-odoo-unable-to-change-estimate-which-has-converted-to-budget-and-has-a-related-approved-sales-order/#respond Fri, 30 Aug 2024 06:30:55 +0000 https://interacct.com.au/odoo/?p=890 One of the issues has been with the prior version is that if a user creates an estimate, then attaches it to a Quotation, then converts the quotation to a Sales order.  At this point the Estimate should be locked as the cost/sell has been approved by the customer. If later there are variations to […]

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One of the issues has been with the prior version is that if a user creates an estimate, then attaches it to a Quotation, then converts the quotation to a Sales order. 

At this point the Estimate should be locked as the cost/sell has been approved by the customer.

If later there are variations to what needs to be done, then a new variation estimate should be added, which then a second Quotation/Sales order can be generated for this.

So this change locks the Estimate once it is in the Budget Status AND has a approved Sales Order. You can unlock it by cancelling the sales order.

In this state, it is set to Read Only, so you can’t change/add/delete any lines.

Does this idea interest you?

The ideas in this development list are jobs either been added by us, or suggested by customers. But we have ranked them with a Marketability Rating so that we can prioritize our development.

But you are are interested in getting this development done sooner, you can request for this development (or something similar) by adding a job to the Ticket Request System.

For more information on the Odoo App Development process, and the ways we offer to save you money on developing your Odoo System you can have a look at our website at https://interacct.com.au/odoo/apps/

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InterAcct Job for Odoo – Set the Default Quotation Options for the Company & Consumable Option as the Summary Product. https://odoo.interacct.com.au/interacct-job-for-odoo-set-the-default-quotation-options-for-the-company-consumable-option-as-the-summary-product/ https://odoo.interacct.com.au/interacct-job-for-odoo-set-the-default-quotation-options-for-the-company-consumable-option-as-the-summary-product/#respond Fri, 30 Aug 2024 06:06:40 +0000 https://interacct.com.au/odoo/?p=883 Now when you setup the settings for Job Costing, you can now define the default for the Quotation Type. If you don’t enter a default it will use Itemised, the most detailed. You can also define if you want to include the Estimates as Section Headings. Another change here is that you are now able […]

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Now when you setup the settings for Job Costing, you can now define the default for the Quotation Type.

If you don’t enter a default it will use Itemised, the most detailed.

You can also define if you want to include the Estimates as Section Headings.

Another change here is that you are now able to select a consumable as your Summary Quote/Invoice Product. The advantage of this is you can then create a delivery docket for a consumable item, while if it was just a service you can’t,

Does this idea interest you?

The ideas in this development list are jobs either been added by us, or suggested by customers. But we have ranked them with a Marketability Rating so that we can prioritize our development.

But you are are interested in getting this development done sooner, you can request for this development (or something similar) by adding a job to the Ticket Request System.

For more information on the Odoo App Development process, and the ways we offer to save you money on developing your Odoo System you can have a look at our website at https://interacct.com.au/odoo/apps/

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Job Status Changes based on Activity. So the Statuses become more automated. https://odoo.interacct.com.au/job-status-changes-based-on-activity-so-the-statuses-become-more-automated/ https://odoo.interacct.com.au/job-status-changes-based-on-activity-so-the-statuses-become-more-automated/#respond Fri, 30 Aug 2024 01:43:28 +0000 https://interacct.com.au/odoo/?p=876 Job Statuses are very useful for seeing the list of jobs which are active, lost, waiting for approval etc. And keeping these statuses up to date is now easier with some automation built in on conditions. Estimated = When the first estimate has been added to the Parent Job or related Sub Job. Quoted = […]

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Job Statuses are very useful for seeing the list of jobs which are active, lost, waiting for approval etc. And keeping these statuses up to date is now easier with some automation built in on conditions.

Estimated = When the first estimate has been added to the Parent Job or related Sub Job.

Quoted = When the first quote has been added, will also change the related Sub Jobs which have been included on the quotation.

Won = When the Quotation has been converted to a Sales Order.

In Progress = When costs have been added to the Parent Job or related Sub Job, and the status is less than In Progress, then this will change to In Progress.

Completed = When the Parent Job’s Status us currently “To Invoice” and all the Sales Orders have been converted to confirmed Invoices, then we will change the status to complete.

The Status Codes of On Hold, To Invoice and Lost are all manually set at this stage.

Available for Odoo Version 17 and greater, contact us if you need it in an earlier version.

 

Is this not quite what you want?

This change might not be exactly what you want, maybe there is something slightly different you need, or a completely different idea you need developed.

You can request for this idea/change by adding a job to the Ticket Request System.

For more information on the Odoo App Development process, and the ways we offer to save you money on developing your Odoo System you can have a look at our website at https://interacct.com.au/odoo/apps/

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InterAcct Job Costing for Odoo – Change Description of Summary Product on the Quote to the Job Name https://odoo.interacct.com.au/interacct-job-costing-for-odoo-change-description-of-summary-product-on-the-quote-to-the-job-name/ https://odoo.interacct.com.au/interacct-job-costing-for-odoo-change-description-of-summary-product-on-the-quote-to-the-job-name/#respond Fri, 30 Aug 2024 01:34:06 +0000 https://interacct.com.au/odoo/?p=868 When entering a Summary Quote, we now default the Product Name Description to the Job Name. This way we can deliver this item to the customer once complete. Is this not quite what you want? This change might not be exactly what you want, maybe there is something slightly different you need, or a completely […]

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When entering a Summary Quote, we now default the Product Name Description to the Job Name. This way we can deliver this item to the customer once complete.

Is this not quite what you want?

This change might not be exactly what you want, maybe there is something slightly different you need, or a completely different idea you need developed.

You can request for this idea/change by adding a job to the Ticket Request System.

For more information on the Odoo App Development process, and the ways we offer to save you money on developing your Odoo System you can have a look at our website at https://interacct.com.au/odoo/apps/


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Odoo Job Costing Job Card with Barcodes for Labour, Materials and Machine Costs https://odoo.interacct.com.au/odoo-job-costing-job-card-with-barcodes-for-labour-materials-and-machine-costs/ https://odoo.interacct.com.au/odoo-job-costing-job-card-with-barcodes-for-labour-materials-and-machine-costs/#respond Tue, 13 Aug 2024 02:39:12 +0000 https://interacct.com.au/odoo/?p=817 For businesses in factories and messy areas it might always be practical to have a computer on hand with the requirements of a job. The Job Card will bring out from the Job to show the employees what Labour, Materials and Machine Costs are expected on the Job. You will notice there are also barcodes […]

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For businesses in factories and messy areas it might always be practical to have a computer on hand with the requirements of a job.

The Job Card will bring out from the Job to show the employees what Labour, Materials and Machine Costs are expected on the Job.

You will notice there are also barcodes which we will be activating later with our Barcode timesheet app which we should have ready by the end of this year.

InterAcct for Job Costing Job Card with barcodes for timesheets and stock issues

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