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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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.
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)
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?
