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I created a project through the projects screen directly, can the project be linked to a sale order after creating it in this way, to be able to create invoices for customers with timesheet?

Portretas
Atmesti
Best Answer

hi, 

you can still attribute a order line to the project and it will automatically be associated to the related order.

You only need to display sale_line_id if form view and attribute a line like this: 

hope this helps.

Portretas
Atmesti
Autorius

I try to link it this way, but the following message appears
"The operation cannot be completed: An FSM project must be billed at task rate or employee rate."

It's because your project is a Field service Project.
check the constraint in python to see the related conditions for that message:

('fsm_imply_task_rate', "CHECK((is_fsm = 't' AND sale_line_id IS NULL) OR (is_fsm = 'f'))", 'An FSM project must be billed at task rate or employee rate.'),

Autorius

Thank you for replying, it is Done

HI, I am not getting the "invoicing tab" under project even though the billable option is enabled.
V16

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