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We are service company with multiple sales items on each project. They all vary based on the client requirements. 


For example, Client 1, wants Service A, B, & C. 

I want the Sales app to create a Single project including A, B, & C. 

Currently the system is creating 3 multiple projects from the same Sales Order which is confusing and messy. 

We have tried different configurations in the Project Template assigned to each Product (Service Item), without any luck. 



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最佳答案

You can do it by following next configuration:
1-Create one template project, it will for all sales order.
2-Create product's A, B and C and go to General information and set properties:
Product Type=Service
Create on Order=Project and Task
Project Template=Template "that project has been you created "
3-add products in the sales order and confirm, will create one project inside it 3 Tasks

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