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remi mores

hi,

i'd simply like to know how to create a project (conditionally) on a sales order. (NOT a TASK!!)

I've experimented by adding a 'Server Action' to the sale.order.basic workflow, but it doesn't do anything eventually. I can't find any good reference on how to do it. I know I need a to create a 'Create Object' action, and add it to the workflow. It sounds very simple, but to me, it certainly isn't.

Could somebody give me a push in the right direction on how to configure this?

thanks

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Michael Watchorn
最佳答案
Update: (As of Version 11,12,13) - In case anyone else runs a Project based business: The secret is to create a Service product, and ensure you select Create a Task (or Project) under the Sales tab.

Full Process:

First create a new Product of type: Service under the General Information tab of the new product. Next ensure the new product can be sold (the "Can be Sold" checkbox is checked.) Then switch to the Sales tab of this new Product page, and under Invoicing: Service Tracking, select "Create a task in a new project" or "Create a new project but no task".

Next create a Quote or Sales Order and add your new service Product as a line item.

Save, and Confirm the order. You should now see a "Project" button on the top right of the sales order.

You can access the new project from either the Sales Order, or the Projects menu.

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Daniel Reis
最佳答案

That is a standard feature: you need to use Contract Management. Projects are Contracts with Tasks:

  • I assume you have the Sales Management module installed.
  • Activate Contract Management at Configuration » Sales.
  • In the Sales order, now there is a "Contract / Analytic" filed: create a new Contract through it.
  • In the Contract form, make sure to check the "Tasks" checkbox.
  • Now you can close your Sales Order, if you want to

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Now, if you go to "Projects", you will see the new Project there.

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assd

I don't know why but I have to update Sales Apps (settings / Installed Modules /Sales / update) in order to see Analytic Account field in quotation/sales order. ?!?

prakash

How I can get project name in my custom HR module HR manager can Decide each employ in different project (from (analytic.analytic) to hr field ) please help me .OpenErp 7

psyray

If the contract/analytic combobox don't appear on sale after Contract Management activation, don't forget to check "Analytic account on sale" on employee "Technical settings".