Hello
I Need Help in this function
I need button in sale order when click on it create a new project and each line in sale order line it will be task
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Hello
I Need Help in this function
I need button in sale order when click on it create a new project and each line in sale order line it will be task
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.
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:
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.
On the Project module, your new task will appear :
Thanx Mohammed, what if I would like to turn the storable product into a task, as Odoo allows you to configure a task&project for the storable product, but when confirming the SO there no tasks have been generated from the sale order, Any idea?