Se rendre au contenu
Cette question a été signalée
salesproject
2 Réponses
2581 Vues
Avatar
Arnaud Vandecasteele

Hello,

I am using Odoo 17 and I have the required modules activated (Sales, Projects, Timesheets). I would like to set it up so that:

  1. In a new quotation, I'm able to specify a project where the task will be created if the quotation is confirmed
  2. When a quotation is confirmed, a new task is automatically created in the predefined project.
  3. Each line of the quotation becomes a line in the timesheet associated with that task.

I have already checked the standard settings in the Projects module and enabled features such as "Timesheets on tasks". However, I am not sure how to fully configure Odoo to achieve the desired behavior.

I saw in the documentation that it is possible to create a task for each product. But this is not what I'm looking for. It makes more sense for my activity as a sale order is made buy a business unit and each business unit as their own project. So it is easier for my team to have their own project and each SO is a task of this project. But for that I need to be able to to create a task in a specific project from an order and add all the product line as a timesheet.

Could you please guide me on how to set this up?

Thank you!

Avatar
Ignorer
Arnaud Vandecasteele
Auteur

Hi @Chris,

I did exactly as you suggested. But I'd have thought there'd be a simpler way of automatically adding a quote to the desired project.

Avatar
Chris TRINGHAM
Meilleure réponse

Hi Arnaud

As no-one has responded, I'll try to help, but I don't fully understand what you need!

  1. You could have a project for a Business Unit and create multiple quotations all linked to that project (though that would need Automation Rules or minor customization to assign that Project automatically to all quotations).
  2. When you confirm each quotation, task(s) will be created in that project.  They can be for different customers.
  3. Then you can create timesheets against the task, and invoice that time against the sales order.

Does that help?  Or can you explain what you need.


Here's where you specify the project on a Quotation:

Avatar
Ignorer
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Meilleure réponse

Hi,

Please refer to the following links:

1. https://www.odoo.com/documentation/13.0/applications/services/project/advanced/so_to_task.html

2. https://www.cybrosys.com/blog/how-to-create-task-from-sale-order-in-odoo-15-sales-module


Hope it helps.

Avatar
Ignorer
Publications associées Réponses Vues Activité
Timesheet entry re-assigned to other entry remains in delivered time in order
sales project
Avatar
0
févr. 19
3642
How can I adjust the invoice status based on the delivery / completion of services?
sales project workflow
Avatar
0
janv. 25
1808
Create project from sales order Résolu
sales project services
Avatar
Avatar
Avatar
8
avr. 20
9150
Odoo 12: Project(s) Overview button is missing on Sales Order Résolu
sales project link
Avatar
Avatar
2
juil. 19
5131
Error with users on multiple society
sales project users
Avatar
0
août 18
1929