Odoo Help

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Mitul Shingala

--Mitul Shingala--

2849
| 6 4 9
Rajkot, India
--Mitul Shingala--

Odoo Developer

Mitul Shingala
10-05-19 05:32

Hello

This feature odoo provide by default. Read and follows the step that have mentioned in below link:

https://www.odoo.com/documentation/user/12.0/project/advanced/so_to_task.html

I hope this will helps you.

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Aktiv software

--Aktiv software--
4214
| 6 3 9
Ahmedabad, India
--Aktiv software--

Started off with a small number and here we are serving multiple Odoo development organizations as a backend technical and functional Odoo force.
Apart from various business-oriented goals, we as a team have strongly emphasized on serving the Odoo Community. Being into the development of the open-source community we continuously thrive to learn, share and contribute to Odoo. Odoo having 20,000+ people contributing to the community from around the globe, we are proud that we belong here.
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Aktiv software
10-05-19 05:48

Hello @Anatole,

There is an by default functionality in odoo where, when sale order is confirmed then automatically new project is created..

You can refer the below screenshot to have better idea about this.

1. Create 1 product with service able type.


2. Select "Create task in new project" in Sales tab.


3 Create one sale order and confirm it.


Regards,





Email: odoo@aktivsoftware.com

Skype: kalpeshmaheshwari

   

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Anatole
10-05-19 09:40

Thank you very much for your quick answers indeed this solution covers some of our cases.

We have different services, for maintenance or training it can work, but for a service like development it gets more complicated. 

A development estimate includes several lines such as: 

- Design

- Specific development

- Additional functionality 

We would not like to create a task per line but rather create a single task that would ideally be linked to the quote or failing that on a task group.

Knowing that we do not want to create a line in the quotation that would specifically serve to create the task as below: 

- Development (line not invoiced but only to create a task)

- Design

- Specific development

- Additional functionality 

Because we need the cost of the estimate as a whole on the task, so that we can reuse it later.


Another problem arises in the name, I suppose it's possible but I haven't found how to configure the name with the different information in the quote such as : 

- "Training-Customer_Name-Date"

Do you know of any solutions to the above problems ?

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