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Re: Creating a new project from a "won" opportunity

by
Hajar
- 01/20/2016 17:53:44
Thank you for your feedback, 
yes the normal flow is Opportunity --> Sale Order --> New Project. But my customer is looking for a workflow like this: opportunity --> new project --> sales order. they want after winning an opportunity , create a new project linked to this opportunity and track it until the success of this project and then making sales orders.

So what i need is to automatically create a new project from a 'won' opportunity, 
can you help me to figure this out?

2016-01-20 19:12 GMT+00:00 Fabien Pinckaers <fp@odoo.com>:
The normal flow to do this is:
Opportunity --> Sale Order --> New Project

This flow is standard and automated in Odoo.

On Wed, Jan 20, 2016 at 10:57 AM, Daniel Reis <dreis.pt@hotmail.com> wrote:
I believe there is a module for that in OCA\crm.

--DR

No dia 20/01/2016, às 17:52, hajar eddaibouni <hajar.eddaibouni@gmail.com> escreveu:


Hi all,

  I'd like to be able to convert a "Won" opportunity into a new project.I want that my 'won' opportunity will be automatically linked to the new project.

with regards. 

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Hajar Eddaibouni

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Hajar Eddaibouni
Ingénieur Développement Informatique
06 02 93 40 61