Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We have Odoo setup now to create a project from SO's, with tasks in that project generated from appropriate services the customer is purchasing. This is a great way for them to be able to track the progress of their order via the portal, we've found.
However, it seems we have to manually add the customer as a follower to the project once it's created. The closest to a resolution I've found was a feature request for v7: https://bugs.launchpad.net/openobject-addons/+bug/1099181
I still can't find a way to do it in v9c. Suggestions?
I think it depends on they way you're linking the SO to the Project as:
* if you're modified the Project to fetch the SO ID, or the Customer ID [m2o to customer or SO]. Then you can add the customer to the follower from the automated actions under Technical -> automation -> automated Actions.
* But if there is no relation between the project and SO/SO customer, I think you need to modify the method that creating the Project from the SO, to subscribe the customer as:
If you'll override the _get_project function then you can add after this line:
So this will add the customer to the Project ..
Hope this could help a little bit ...
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 6/22/16, 4:27 PM|
|Seen: 179 times|
|Last updated: 6/23/16, 3:48 AM|