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How to create a project from a sale order.

By
Bonnet Denis
on 3/20/13, 1:22 PM 3,587 views

I want to create a project based on a sale order, ex:

SO: description:toto
    customer   :titi
    order_line :tutu

create

project: 
    name       :"toto / titi"
    customer   :titi
    task       :tutu

like in project_mrp, but in project_mrp task are created in a specific project. we want create a project FOR EACH saleOrder.

Does someone even do that? and how?

1

Daniel Reis

--Daniel Reis--
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--Daniel Reis--

Author of the "Odoo Development Essentials" book.

Applications Manager at Securitas Portugal

Github: https://github.com/dreispt

Twitter; @reis_pt


Daniel Reis
On 7/18/13, 8:56 PM

First, make sure you have Contracts Management activated: in Settings -> Configuration -> Sales check the box "Use contracts management".

Now, on your Quotation you should see a "Contract / Analytic" field just below the Customer. Use it to create the Contract, and remember to do it before closing the quotation.

When creating the contract, also be sure to check the "Tasks" box: this tell to make it a Project; other wise it will be just an Analytic account without a Project.

The user must also have "Analytic Accounting for Sales" enable in his user settings.

initOS GmbH, Torsten Francke
on 3/19/14, 10:38 AM
0
Flyguy
On 7/18/13, 8:02 AM

Maybe put an analytic account on the SO? Then analytic account equals project.

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Asked: 3/20/13, 1:22 PM
Seen: 3587 times
Last updated: 3/16/15, 8:10 AM