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

by
Hajar
- 01/24/2016 15:07:37
thank you very much for your help, now after installing the module sale_order_project i can create a project from a won opportunity.

Now i want to make invoice at the end of the project , the company i'm working for is a service company that deliver services to its customers, that's why i need to make invoicing after the end of a project to submit it to a customer. is it possible?

Thank you beforehand.

2016-01-21 1:34 GMT+00:00 Caudal Eric <caudaleric@gmail.com>:
Have a look at the PR in OCA/Project about business requirement management.
In this design we have 
Project => CRM => Business requirement 
=> Sales quotation(s) can be generated based on business requirements
=> Projects and Project subphases can be generated out of the BR

You can have a look at:
* Business requirements basic module: https://github.com/OCA/project/pull/127
* Deliverables and resources: https://github.com/OCA/project/pull/138
* Link BR to CRM/Quotation: https://github.com/OCA/project/pull/138
* Generate projects and tasks our of BR: https://github.com/OCA/project/pull/144

They are not completely stable but we are currently using them for our business and they are changing our lives ;)

I will write a documentation in the coming days in order to get the PR accepted.


On Thu, Jan 21, 2016 at 7:06 AM hajar eddaibouni <hajar.eddaibouni@gmail.com> wrote:
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

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Eric  Caudal (from my mobile)

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Hajar Eddaibouni
Ingénieur Développement Informatique
06 02 93 40 61