Create Project from a template when Sales Order is created

Question

Hi,
My customer has a need to generate a new project, from a template, when a Sales Order is generated after a Quotation is accepted. I can either create a blank project with a single task in it, which then leaves me having to generate all the kanban columns, sub-tasks etc, or I can add a new task to an existing project - but that's not what we need either.
There's this here: https://apps.odoo.com/apps/modules/10.0/project_template/ - but it doesn't explicitly say that I can do what I need to do

Paresh Wagh · Accepted Answer

You can do the following to achieve this:
Set up a project with all the tasks, stages, kanban columns, etc. This will be used as the "Project Template"
Set up a product with a "Product Type" of "Service" and configure it with the following settings in the "Sales" tab of the product template
Select "*​*​Create a new project but no task" for "Service Tracking"
Select your project template in the "Project Template" field
When you confirm the Sales Order, Odoo will automatically create a new project

Olivier Nguyen · Answer

Hello,

Can Odoo assign the product to an already existing task in the project template? The use of simply adding tasks to exiting one seems limited.

Best,
Olivier

Ignacio Torres · Answer

Hi everyone!! I have the same issue as Mohamed but I've tried what Paresh said of associating different templates to each service and still the sales order only creates one project for the first sales order line and ignores the rest of the orders. I'm in v13. I really appreciate some insight on this. Thank you!!

Dominic Pain · Answer

My question was posted in 2017, and relates to odoo 10.0 where that facility isn't available.
We fixed it by extending the module I mentioned.

Michael Watchorn · Answer

Hi Dominic,
It turns out you need to create a PRODUCT that generates a Project (and tasks)
When creating the Product go to the Sales tab, and under Invoicing set:
Service Tracking:   "Create a task in a new project"
Project Template:   Select an existing Project to use as a template.

Add that Product to your SO, and then confirm your SO.

Official Documentation: \Project -> Advanced -> SO to Task

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

Related Posts	Răspunsuri	Vizualizări
Error While Printing Sales Order quotation Rezolvat templates sales.order	1 mar. 20	4523
Project Templates templates projects odoo16features	2 iul. 23	10122
Edit PDF sales quotation ODOO 10 templates sales.order 10	2 mar. 17	8899
Project Template Functionality is Missing in new install setup templates projects	1 feb. 16	4978
How to create/pick a project for a sales order Rezolvat projects sales.order employees	1 mar. 15	5379

Această întrebare a fost marcată

Enjoying the discussion? Don't just read, join in!