İçereği Atla
Menü
Bu soru işaretlendi
1 Cevapla
98 Görünümler

I am using Projects and *always* want an Analytic Account created.

Since there are various ways Projects can be created, including manually and automatically, is there a way I can force Odoo to create an Analytic Account each time?

The idea is that this would work if my Users create Projects manually, as well as when Projects are created from templates and via Sales Orders that sell service products configured to create Projects automatically.


Avatar
Vazgeç
En İyi Yanıt

Yes.

Create an Automation Rule:

The trigger here is On create irrespective if the creation is done by the User or by Odoo.


There are two actions, one to create the Account and one to Update the name:

Notice this one uses the Link Field so that the Analytic Account is correctly linked back to the Project.


Then, we need to rename the Account from Name to the name of the Project: 

Avatar
Vazgeç
İlgili Gönderiler Cevaplar Görünümler Aktivite
1
Kas 19
5000
0
Eki 24
1418
1
Eki 22
3064
1
Kas 21
2464
1
Ağu 18
6224