How to create/pick a project for a sales order

Question

Hi,

my question is similar to this one:

https://www.odoo.com/forum/help-1/question/create-project-on-sales-order-24081

I want to pick or create a project when creating a new sales order. This actually works, if I login as administrator. But unfortunately all other accounts do not see any drop down / field for project.

Do I need to adjust some user or employee settings? I read that there are some "Technical Settings" for employees, but I just see a "Setting" tab when I click an employee.

Ivan · Accepted Answer

Log in as Administrator, go to the Settings >> Technical >> Security >> Access Control List.  Select for the account.analytic.account model (I think that the model for Project field in Sale Order), and check which groups has the access to it.

Now, you need to add the users to one of those groups, or you can create a different group, let that group have access to account.analytic.account, and assign this group to the relevant users.

Bài viết liên quan	Trả lời	Lượt xem
Create Project from a template when Sales Order is created Đã xử lý templates projects sales.order	6 thg 12 24	20226
Transform Quotations to sales orders or invoices in a bulk action sales.order	3 thg 2 25	2045
Requirement of detailed documentation on Project management odoo module from scratch projects	1 thg 11 24	1546
Automatically add deadline to tasks added to Odoo Projects via mail Đã xử lý projects	1 thg 7 25	2272
Orden de venta borrada por error sales.order	1 thg 12 24	2144

Câu hỏi này đã bị gắn cờ

Bạn có hứng thú với cuộc thảo luận không? Đừng chỉ đọc, hãy tham gia nhé!