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Help

Create project from sales order, but with tasks set up from articles as tasks into this created project

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Francisca Tax

Hey all, 

I want ODOO 16 to create a project when confirming a sales order. 

In the sales order we have several articles that are set as a service article and from them I want to have tasks created in the Project created from the sales order. 


When I set the articles as service

Create on order: Task 

I have to select the project (which is not created yet) 


When I set the article as service

Create on order: Project & tasks 

Several projects are created 



That is not what I need, anyone an idea how to set this up? 




0
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Chris TRINGHAM

If "Create on Order" is set to "Project & Task" you should get one project with multiple tasks. I just checked that in a demo database. As far as I know, this functionality hasn't changed for quite a while.

Francisca Tax
Penulis

Thanks for the input


Creating a project from a sales order is not the problem.

But I have two things that need to happen

I have one article that is: Create project

Set up to create a project when this article is used in the sales order


Second. in this same sales order there are several article that only need to create a task in the new created project that is set up on the first article. 

So for example

Line 1 so : article create project with task

line 2 so : article create task in this new project from line 1

Line 3: so : article create task in this new project from line 1


When I do this the articles in line 2 and 3 should be filled with a project in the article card

 


And If I use project / task for all 3 articles in the sales order it is creating 3 projects for each article 



Chris TRINGHAM

As per my earlier comment, this is not how it works when I set it up with all three products (services) to create Project & Task - it will only create one project and all tasks will be in this project. Have you tried that in a demo database? Maybe there is some subtle difference in the way the products are setup.

Francisca Tax
Penulis

Thanks Chris, Yes I got it working. Not sure what happend before but tested it several times now and it works. Thanks for your support! 


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Mahendiali Vijapura (mjvi)
Jawaban Terbai



in product we have create on order field

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