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Change Order in Job Contracting and Construction in Odoo

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Required Apps Invoicing (account)
Purchase (purchase)
Discuss (mail)
Employees (hr)
Inventory (stock)
Sales (sale_management)
Project (project)
Attendances (hr_attendance)
Community Apps Dependencies bi_material_purchase_requisitions
bi_odoo_job_costing_management
bi_subtask
Technical Name bi_construction_contracting_change_order
License OPL-1
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Technical Name bi_construction_contracting_change_order
License OPL-1

Introduction

The Change Order module streamlines the handling of change requests in construction and job contracting projects within Odoo. From altering materials or labor requirements to adjusting project scope, it provides a structured way to manage change orders with clarity and traceability, ensuring projects stay on track and well documented.

Key Features

  • Allow Sales, Project, or Site users to initiate change orders.

  • Follow a defined workflow: Draft → Confirm → Approve → Customer Approve → Done → Create Quotation.

  • Project Manager approval ensures controlled validation of changes.

  • Quotation creation directly from change orders for streamlined billing.

  • Print-ready change order reports, with options to send via chatter and capture customer approval.

  • Smart buttons on Project, Job Order, and Customer records provide instant access to associated change orders.

Benefits

  • Enhanced control and transparency over project modifications.

  • Improved collaboration between sales, project managers, and customers.

  • Faster response to project changes through integrated workflows.

  • Clear documentation trail, with approval history and audit-ready records.

Compatibility & Technical Details

  • Odoo Compatibility: Fully compatible with Odoo.

  • Required Applications: Invoicing, Purchase, Discuss, Employees, Inventory, Sales, Project, Attendances.

  • License: Odoo Proprietary License (OPL-1).

  • Technical Name: bi_construction_contracting_change_order.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.