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.
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?
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.
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: 3/20/13, 1:22 PM|
|Seen: 3874 times|
|Last updated: 3/16/15, 8:10 AM|