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Make sale order items information available in project

project sale.order.line v15

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4245 Tampilan

Davy Jans

Hi,

From a sales order I create a project based on setting one of the products as a service. This works fine. The sale order also includes goods / materials to be comsumed.

I can then assign the project (or tasks) to employees (plan) and that also seems to work ok.

However I want to provide all sales order items (the goods / materials) to the employees as they need to know what materials are required and want the possibility for them to add more.

If know the field service might have some of that functionality but what we try to do is not field service but construction projects (I need those separate projects).

Probably missing something?

Thanks for the support!

Davy

Jaideep

Jawaban Terbai

In the projects App you can duplicate field service project, or create projects in

Field Service > Configuration > Projects > Create

On sale if you want to create, then set "field service' or the duplicated project as the Project Template on the service product.

Davy Jans

Penulis

Hi Jaideep,

Thanks that works. I have a few remaining issues however.

1) The product I'm offering is configured as a service but this is not an hourly rate but a price per m2. I changed the UoM but in the field service project the value is seen as hours.

2) Only the product configured as service has an initial value when you press on the add products (cart icon) button. The others are zero.

3) Related to 2: if the product has optional products then the count is also zero.

Davy Jans

Penulis

4) What is the entrypoint for an employee? I use the planning module to assign (plan) tasks to employees. But it feels rather cumbersome to provide them all details (they have to click and browse through the system it seems). Is there a better option?

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Daftar

Post Terkait	Replies	Tampilan
Create Project from SO W/O service item Diselesaikan project sale.order.line	3 Mei 25	3912
Is it possible to change the name of the tasks in order to better fit the business requirements ? Diselesaikan project v15	1 Jul 22	97
what is the visual impact of clicking on one of the colored bars at the top of a kanban stage ? project v15	1 Mei 24	1237
Create a task in an existing project from sale order project sale.order.line project_id	2 Okt 24	2347
Odoo 15: Add the “add section” and “add notes” actions to the Optional Product tab. sale.order.line optional v15	1 Jul 24	7076

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