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

by
zahid
- 01/25/2016 07:32:23
It depends on how urgent is your need.
This addon depends on Hr_timesheet_invoice and Sale wich are in v9. It won'tbe hard to port it to v9. You can do it your self or wait till it's done. Otherwise V8 is stable and can do the work.




Odoo Integrator,
Data integration
BI and IT consulting.

j.zahid@auriumtechnologies.com
tél  0661360233 - 0636898882
fax 0528215738

On Mon, Jan 25, 2016 at 10:36 AM, hajar eddaibouni <hajar.eddaibouni@gmail.com> wrote:
Thank you for your reply, i'm working with odoo v 9 and the acount_analytic_analysis module doesn't exist on odoo 9.
So do you think that i have to go back and install odoo 8? is odoo 8 a stable and have more advantages than odoo 9??

2016-01-24 23:22 GMT+00:00 zahid jalal <j.zahid@gmail.com>:
Hi
Tou can use Sales Contract Management addon https://www.odoo.com/apps/modules/8.0/account_analytic_analysis/ .
You can set invoicing preference for each project : reccurrent invoicing, invoice all at once, invoice based on delivred quantities.





Odoo Integrator,
Data integration
BI and IT consulting.

j.zahid@auriumtechnologies.com
tél  0661360233 - 0636898882
fax 0528215738

On Sun, Jan 24, 2016 at 8:12 PM, hajar eddaibouni <hajar.eddaibouni@gmail.com> wrote:
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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Ingénieur Développement Informatique
06 02 93 40 61

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Hajar Eddaibouni
Ingénieur Développement Informatique
06 02 93 40 61

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Post to: mailto:community@mail.odoo.com
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Hajar Eddaibouni
Ingénieur Développement Informatique
06 02 93 40 61

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