If a product is set to service there is a setting called service tracking that allow to generate a new project every time the service is included in a sales order. But a "normal" project tasks is not visible in the field services apps, and if we try to use a field service project as a project template the system throw an error on the validation of a sales order. Is there some way to make these two features work together in the standard solution?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Comptabilité
- Inventaire
- PoS
- Project
- MRP
Cette question a été signalée
1
Répondre
2711
Vues
Hi Francois:
Odoo has a project and a product both called "Field Service" which are pre-defined and linked i.e. when you sell the "Field Service" product it creates a Task in the "Field Service" Project. The name of the task is generated from the Quotation/Sales Order number and the description entered at the line level in the Quotation/Sales Order.
Please elaborate a little more on the "normal project tasks is not visible" part of the question since they seem to be available in both places.
Vous appréciez la discussion ? Ne vous contentez pas de lire, rejoignez-nous !
Créez un compte dès aujourd'hui pour profiter de fonctionnalités exclusives et échanger avec notre formidable communauté !
S'inscrire