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Help

Create project from sales order

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
salesprojectservices
8 Replies
9150 Tampilan
Avatar
Fadoua Chergaoui

Hello, 

I would like to create a project from sales order. I found in videos and forums that it's possible if you configure it at the product level: Invoicing: Service Tracking, select "Create a task in a new project" or "Create a new project but no task".
The issue is that I don't see the "Invoicing" tab in the product view. 

Can someone help me please.

Thanks in advance.



0
Avatar
Buang
Chris TRINGHAM

Did you install the Invoicing (Accounting) app?

Fadoua Chergaoui
Penulis

Hello Chris,

Yes, I did.

Best regards;

Fadoua

Chris TRINGHAM

It's not the Invoicing (Accounting) app you need, it's Sales and Project. See answer below.

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Jawaban Terbai

Hi,

You have to enable Task logs from the Project Settings


then you can select invoicing policy from the sales tab. If the product type is 'Service'

Regards

2
Avatar
Buang
Fadoua Chergaoui
Penulis

it worked! thank you

Avatar
Chris TRINGHAM
Jawaban Terbai

If you install the Sales, Project and Timesheet apps the following fields will be displayed in the Sales tab (for Service items).


1
Avatar
Buang
Fadoua Chergaoui
Penulis

it worked after activating the task logs. Thank you

Fadoua Chergaoui
Penulis

Actually it worked when I activated it in the Enterprise edition (I have a trial version), but in the community version it's still not working.

Chris TRINGHAM

It should work if the Sales, Project and Timesheet apps are installed and the product is a service item (there shouldn't be any difference between Enterprise and Community versions).

(I had missed Timesheet from the list of apps, so I have updated my answer)

Fadoua Chergaoui
Penulis

I have all 3 apps installed (sales, project and timesheet) and I'm setting my product as a service but it's still not working on the community version.

Chris TRINGHAM

You might try upgrading the apps (from the Apps menu) and see if that brings back this functionality. I have tested this in Odoo 13 Community and it does work.

Fadoua Chergaoui
Penulis

I updated the apps, deactivated the task logs in the project module then reactivated it again and now it works.

Thank you for your help

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