İçereği Atla
Bu soru işaretlendi
templatesprojectssales.order
5 Cevaplar
21509 Görünümler
Avatar
Dominic Pain

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.

This seems like it would be a pretty common thing to want to do, so maybeI'm just missing something obvious?

Thanks in advance

Avatar
Vazgeç
Avatar
Paresh Wagh
En İyi Yanıt

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 by copying all the settings of the project template and assign the Sales Order number as the name of the new project. The project template will remain as is.

Hope this is what you are looking for.

Avatar
Vazgeç
Mohamed Rinaz

Great Answer. By the way can we have two Service type Products Linked to two separate Templates. The hitch is the Sales Order has these two items. TIA

Paresh Wagh

Yes Mohamed you should be able to do this. Odoo will create two projects in your case.

Avatar
Olivier Nguyen
En İyi Yanıt

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

Avatar
Vazgeç
Chris TRINGHAM

This is an old question about Odoo 10. Are you asking about Odoo 10?

Avatar
Ignacio Torres
En İyi Yanıt

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!!

Avatar
Vazgeç
Avatar
Dominic Pain
Üretici En İyi Yanıt

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.

Avatar
Vazgeç
Avatar
Michael Watchorn
En İyi Yanıt

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

Avatar
Vazgeç
İlgili Gönderiler Cevaplar Görünümler Aktivite
Error While Printing Sales Order quotation Çözüldü
templates sales.order
Avatar
Avatar
1
Mar 20
4493
Project Templates
templates projects odoo16features
Avatar
Avatar
2
Tem 23
10079
Edit PDF sales quotation ODOO 10
templates sales.order 10
Avatar
Avatar
2
Mar 17
8879
Project Template Functionality is Missing in new install
setup templates projects
Avatar
Avatar
1
Şub 16
4937
How to create/pick a project for a sales order Çözüldü
projects sales.order employees
Avatar
Avatar
1
Mar 15
5348