Odoo Hilfe

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Paresh Wagh Indien

--Paresh Wagh--

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--Paresh Wagh--
Paresh Wagh Indien
09.07.19, 12:37

You can do the following to achieve this:

  • Set up a project with all the tasks, stages, kanban columns, etc. This will be used as the "Project Template"

  • Set up a product with a "Product Type" of "Service" and configure it with the following settings in the "Sales" tab of the product template

    • Select "​Create a new project but no task" for "Service Tracking"

    • Select your project template in the "Project Template" field

When you confirm the Sales Order, Odoo will automatically create a new project by copying all the settings of the project template and assign the Sales Order number as the name of the new project. The project template will remain as is.

Hope this is what you are looking for.

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Dominic Pain Vereinigtes Königreich
10.07.19, 06:53

My question was posted in 2017, and relates to odoo 10.0 where that facility isn't available. 

We fixed it by extending the module I mentioned.

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Michael Watchorn Kanada
09.07.19, 13:07

Hi Dominic,

It turns out you need to create a PRODUCT that generates a Project (and tasks) 
When creating the Product go to the Sales tab, and under Invoicing set:
Service Tracking: "Create a task in a new project"
Project Template: Select an existing Project to use as a template.

Add that Product to your SO, and then confirm your SO.

Official Documentation: \Project -> Advanced -> SO to Task
 
\https://www.odoo.com/documentation/user/12.0/project/advanced/so_to_task.html

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