Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I am using Projects and *always* want an Analytic Account created.
Since there are various ways Projects can be created, including manually and automatically, is there a way I can force Odoo to create an Analytic Account each time?
The idea is that this would work if my Users create Projects manually, as well as when Projects are created from templates and via Sales Orders that sell service products configured to create Projects automatically.
Yes.
Create an Automation Rule:
The trigger here is On create irrespective if the creation is done by the User or by Odoo.
There are two actions, one to create the Account and one to Update the name:
Notice this one uses the Link Field so that the Analytic Account is correctly linked back to the Project.
Then, we need to rename the Account from Name to the name of the Project:
Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!
Registrieren| Verknüpfte Beiträge | Antworten | Ansichten | Aktivität | |
|---|---|---|---|---|
|
1
Nov. 19
|
5174 | ||
|
0
Okt. 24
|
1557 | ||
|
Analytic Account Refresh
Gelöst
|
|
1
Okt. 22
|
3240 | |
|
1
Nov. 21
|
2615 | ||
|
1
Aug. 18
|
6448 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
