How to create a project from a sale order.

Question

I want to create a project based on a sale order, ex:

SO: description:toto
customer  :titi
order_line :tutu
create
project:
name    :"toto / titi"
customer  :titi
task    :tutu

like in project_mrp, but in project_mrp task are created in a specific project. we want create a project FOR EACH saleOrder.

Does someone even do that? and how?

Daniel Reis · Answer

First, make sure you have Contracts Management activated: in Settings -> Configuration -> Sales check the box "Use contracts management".

Now, on your Quotation you should see a "Contract / Analytic" field just below the Customer.
Use it to create the Contract, and remember to do it before closing the quotation.

When creating the contract, also be sure to check the "Tasks" box: this tell to make it a Project; other wise it will be just an Analytic account without a Project.

Flyguy · Answer

Maybe put an analytic account on the SO? Then analytic account equals project.

Aiheeseen liittyviä artikkeleita	Vastaukset	Näkymät
How can I set a task's progress? Ratkaistu project v7	5 tammik. 24	14392
Add record from project member to one2many field project v7	0 maalisk. 15	3256
How can I create a task directly from a marketing campaign? project v7	1 maalisk. 15	3928
OpenErp7 project tutorial project v7	3 maalisk. 15	9782
How can we block the editing of planned hours in a task project v7 task	3 heinäk. 18	5847

Tämä kysymys on merkitty

Nautitko keskustelusta? Älä vain lue, vaan osallistu!