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Pomoc

Create Project from SO W/O service item

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This question has been flagged
projectsale.order.line
3 Replies
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Muhammad Usman Anwar

dear am using eV16

hope you are well!


how i can create Project without adding any Service item on Quotation/Sale Order line





0
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Ricardo Gross

please specify the use case!

Rendy Stephanus Jusak

Did you manage to solve it? I'm facing the same issue—trying to get the 'Project' smart button to show up on the Sales Order. The trick to link the Sales Order to the Project works, but the smart button doesn’t activate. I still have to open the Project manually to see it linked

Muhammad Usman Anwar
Autor

Thanks for your reply;

Use case:

Project will automatically create upon confirming sale order

without selecting services product on Quotation line

Avatar
Hamid Ahmadimoghaddam
Best Answer

Hi Muhammad,

As I see that you are using Odoo Studio already, on the sales order:

1. open Odoo Studio

2. Go to the page (tab) "Other Info"

3. there is a field "Project" (probably hidden, because there is no service on the sales order lines). You need to remove the invisibility conditions for that.

4. afterwards, you will see the field "Project" always.

5. Before confirming a SO, add your wished project. After confirmation, the project will be linked to your SO.


I hope you manage to do it smoothly.


Regards,

Hamid - bitigloo GmbH

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Muhammad Usman Anwar
Autor

Thanks Mr Hamid,

but i want to create Project auto from sale order without service line item

Hamid Ahmadimoghaddam

You don't need any service line. I just said, you need to remove the condition of the invisibility of the field. that's it. But you need to add the project to the order.

Hamid Ahmadimoghaddam

even you can remove the "no_create" option of the field, so that you can create a new project directly from the order.

Muhammad Usman Anwar
Autor

Thanks for your reply;

i did't find no_create field of Project_id in studio

Hamid Ahmadimoghaddam

Hi Muhammad,
In Studio, select the field "project", on the left pane, you will see a checkbox "Disable creation"; just uncheck it.
(We cannot add a picture in a comment, otherwise I would have done this.)
Good luck.

Avatar
Jaideep
Best Answer

If the need is to create a project for every SO, maybe you could create an automated action (rule) that creates a new record in projects model on change of stage of SO and link the field

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Hamid Ahmadimoghaddam

Jaideep,
the reason I didn't offer this is that, this solution will create a project for every single SO if confirmed. I believe this is not a good solution for a scalability of a system, if there is no condition in between.

Muhammad,
if you want to use the automated action, I would recommend to add a checkbox or something similar saying "create project" and then the automated action should use that (i.e. when this checkbox is set to True and the status changes to done, then create the project). You also need to use python code in the automated action to add the right sale_order_id and partner_id, and then update the SO with the newly created project. Be aware that you'd better make the new "create project" field readonly if the SO state is done.
To sum up, if you are not familiar with the automated actions and writing python, this solution will be more complex for you. :D

OdooBot
Hi Hamid,

Yes completely agree, automated action without controls isn’t recommended. 

The exact circumstances and user case here isn’t very clear, so put this option out there as well. 

Certainly it can’t be adopted as is and would need considerations to be integrated specific to business needs.

BR
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