📄 KA-STD-00101 — Services Standard Flow Implementation (Project-to-Profit / Time & Materials)

KA-STD-00101 — Services Standard Flow Implementation (Project-to-Profit / Time & Materials)

Version: Odoo 19.0

Audience: Services Ops, Project Managers, Accounting, Implementor

Apps: Sales, Project, Timesheets (+ Purchase if re-invoicing expenses)

Objective: Implement standard services billing: Sell service → Deliver via project/tasks/timesheets → Invoice time & materials (and expenses)

Scope (MVP)

  • Service products

  • Project/task delivery with timesheets

  • Invoicing based on delivered time/materials (and optionally re-invoiced expenses) (Odoo)

Key standard decisions

  1. Service tracking method (task + timesheets vs milestones)

  2. Rate cards/pricelists

  3. Expense re-invoicing at cost vs markup (if used) (Odoo)

Configuration steps

  1. Sales → Products

  • Create service products and delivery/invoicing behavior

  1. Project → Configuration

  • Projects, task stages, timesheet settings

  1. (Optional) Purchase for re-invoicing expenses (Odoo)

Master data checklist

  • Customers, service products, projects templates (optional)

  • Timesheet roles/users

End-to-end process

  1. Quotation → Sales Order

  2. Project/tasks created (auto or manual)

  3. Log timesheets

  4. Create invoice based on delivered quantities/time (Odoo)

  5. Post invoice → payment → reconcile

UAT scenarios (minimum)

  • SRV-01 T&M: timesheet → invoice reflects time

  • SRV-02 Re-invoice expense (if enabled) (Odoo)

Go-live checklist

  • Validate roles, approvals, and who can invoice

  • Train consultants on timesheet discipline

References

  • Odoo 19 — Invoicing based on time and materials (Odoo)