We generate recurring field service tasks upon the confirmation of a sales order. The sales order also have a subscription. How can I stop the recurrence of the tasks and mark all of them as done when I end the subscription automatically?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Buchhaltung
- Lager
- PoS
- Project
- MRP
Diese Frage wurde gekennzeichnet
1
Antworten
1165
Ansichten
You can do that using an Automated Action by following these steps:
- Create a new Automated Action with the following conditions:
- Model: Sales Order
- Trigger: On Save
- Before Update Domain:
- Recurring is set
- Subscription Status = In Progress
- Apply On:
- Subscription Status = Churned
- Recurring is set
- Actions to Do:
- Update Tasks associated to this sales > Recurrent to No (False)
- Update Tasks associated to this sales > Task Done to Yes (True)
- Update Tasks associated to this sales > State to Done
- Update Tasks associated to this sales > Stage to Done
Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!
Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!
RegistrierenVerknüpfte Beiträge | Antworten | Ansichten | Aktivität | |
---|---|---|---|---|
|
1
Dez. 24
|
1666 | ||
|
1
Aug. 24
|
1363 | ||
|
3
Juni 25
|
1976 | ||
|
2
Mai 25
|
1030 | ||
|
3
Apr. 25
|
1814 |