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Paresh Wagh India

--Paresh Wagh--

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Navi Mumbai, India
--Paresh Wagh--


Paresh Wagh India
4/11/19 7:07

Define the products as Service products (Product Type = Service) and set the Service Tracking attribute in the product (Invoicing section inside the Sales tab) to either Create a task in an existing project or ​ Create a task in a new project. This will automatically create the tasks using out of the box functionality without any need for a customization.

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Mohamed Elbagoury Egipto

--Mohamed Elbagoury--
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Cairo, Egipto
--Mohamed Elbagoury--
A well-known ERP Consultant & Trainer in MENA region with 20k connections in LinkedIn and 70k in Facebook , I involved in 28 Projects in Egypt , 7 Projects in Qatar , 6 Projects in Saudi Arabia , 3 Projects in United Arab Emirates , 3 Projects in Libya and 1 Project in Iraq , Successfully implemented ERP (onsite and on cloud) with complex Accounting , warehouse , payroll , Contracting and MRP configurations for more than 30 large companies such as (XERVON , SHIN SHIN Electronics Egypt , Panasonic Electronics Egypt , Heinz, Pharos Holding ,Universal Uniback … etc.. ) , I'm Specialist in (Odoo , Delta ERP ,Oracle E-Business Suite , SAP , Microsoft Dynamics (AX,NAV) ) , if you need consultation or you have any questions about ERP systems please don't hesitate to call me +201090091089 (WhatsApp)

Mohamed Elbagoury Egipto
10/11/19 2:47

Create and set up a product

You need to configure your service on the product form itself in order to generate a task every time it will be sold. From the Sales module, use the menu Sales ‣ Products and create a new product with the`following setup:

  • Name: Technical Support
  • Product Type: Service
  • Unit of Measure: Hours (go to Configuration ‣ Settings and, under Unit of measures, check the Some products may be sold/purchased in different unit of measures (advanced) radio button)
  • Invoicing policy: You can set up your invoice policy either on ordered quantity or on delivered quantity. You can easily follow the amount of hours that were delivered and/or invoiced to your client.
  • Track Service: Create a task and track hours, as your product is a service invoiceable by hours you have to set the units of measures of the product to hours as well 

Create the Sales Order

Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created.

Access the task generated from the sale order

On the Project module, your new task will appear :

  • either on a related project if you have selected one in the product form
  • either on a new project with the name of related the sale order as title (you can easily change the name of the project by clicking on More ‣ Settings)
On the task itself, you will now be able to record timesheets and to invoice your customers based on your invoicing policy.

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