Skip to Content
Menu
This question has been flagged

I created a project through the projects screen directly, can the project be linked to a sale order after creating it in this way, to be able to create invoices for customers with timesheet?

Avatar
Discard
Best Answer

hi, 

you can still attribute a order line to the project and it will automatically be associated to the related order.

You only need to display sale_line_id if form view and attribute a line like this: 

hope this helps.

Avatar
Discard
Author

I try to link it this way, but the following message appears
"The operation cannot be completed: An FSM project must be billed at task rate or employee rate."

It's because your project is a Field service Project.
check the constraint in python to see the related conditions for that message:

('fsm_imply_task_rate', "CHECK((is_fsm = 't' AND sale_line_id IS NULL) OR (is_fsm = 'f'))", 'An FSM project must be billed at task rate or employee rate.'),

Author

Thank you for replying, it is Done

HI, I am not getting the "invoicing tab" under project even though the billable option is enabled.
V16

Related Posts Replies Views Activity
1
Aug 24
2693
1
Oct 23
1223
2
Jul 23
1205
2
Jun 23
2023
0
Jan 24
372