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Help

How can I update automatically the delivered quantity of milestones products in my sales order ?

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actionprojectautomatedtasksales_order
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Julien Plaitin

Hello,


When I set the stage of a task in the project module to the closing stage, I want the sales order line linked to that task to update the delivered quantity to match the initial quantity. For products that have Milestones set as their invoicing policy.


For example, I planned to sell 50hours for a service to one of my clients (milestones). When I mark the task linked to that item as done (closing stage), the delivered quantity on the sales order should update to 50hours. The sales order should now appear as "to invoice".


Can I do that by simply creating an automated action ? If so, how ?


Thanks

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Julien Plaitin
Author Best Answer

So this can be done with an automated action with executing a Python code:


try:
if record.stage_id and record.sale_line_id and record.sale_line_id.product_id:
if record.stage_id.name == "Done" and record.sale_line_id.qty_delivered == 0:
qty = record.sale_line_id.product_uom_qty
record.sale_line_id['qty_delivered'] = qty
except:
pass


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