Skip to Content
Menu
Dette spørgsmål er blevet anmeldt
3 Besvarelser
2040 Visninger

Hello, after importing a list of quotations from an Excel sheet to assign the corresponding price list, I need to convert these bulk entries into sales orders or directly into invoices.

The problem is that it is not possible to convert quotations directly into sales orders. Is there any solution to this issue?

Avatar
Kassér
Forfatter Bedste svar

Thank you 

Avatar
Kassér
Bedste svar

HI,
Either by studio or using server action, you can add the option to multi confirm from the list view to confirm all the quotation at once.

See:  https://www.youtube.com/watch?v=_E-lxkawlbs

Thanks

Avatar
Kassér
Bedste svar

Hello,


To update a quotation to a sale order, you need to execute the following SQL query:

UPDATE sale_order SET state = 'done' WHERE id IN (...);

To create an invoice, you should implement a function like this:

sale_orders = self.env['sale.order'].search([('invoice_status', '=', 'to_invoice')])  

for order in sale_orders:  

    order.action_post()  


Avatar
Kassér
Related Posts Besvarelser Visninger Aktivitet
1
dec. 24
2143
2
mar. 24
2469
2
mar. 24
2997
0
sep. 23
1560
1
sep. 23
1577