Hey all,
I want ODOO 16 to create a project when confirming a sales order.
In the sales order we have several articles that are set as a service article and from them I want to have tasks created in the Project created from the sales order.
When I set the articles as service
Create on order: Task
I have to select the project (which is not created yet)
When I set the article as service
Create on order: Project & tasks
Several projects are created
That is not what I need, anyone an idea how to set this up?
If "Create on Order" is set to "Project & Task" you should get one project with multiple tasks. I just checked that in a demo database. As far as I know, this functionality hasn't changed for quite a while.
Thanks for the input
Creating a project from a sales order is not the problem.
But I have two things that need to happen
I have one article that is: Create project
Set up to create a project when this article is used in the sales order
Second. in this same sales order there are several article that only need to create a task in the new created project that is set up on the first article.
So for example
Line 1 so : article create project with task
line 2 so : article create task in this new project from line 1
Line 3: so : article create task in this new project from line 1
When I do this the articles in line 2 and 3 should be filled with a project in the article card
And If I use project / task for all 3 articles in the sales order it is creating 3 projects for each article
As per my earlier comment, this is not how it works when I set it up with all three products (services) to create Project & Task - it will only create one project and all tasks will be in this project. Have you tried that in a demo database? Maybe there is some subtle difference in the way the products are setup.
Thanks Chris, Yes I got it working. Not sure what happend before but tested it several times now and it works. Thanks for your support!