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Hi all,
I'm trying to implement the Project and Task Smart Button on Sales Orders for Goods-type products (not Services), using Odoo SaaS Online v18.
I’ve tried several approaches but haven’t succeeded — the smart button doesn't appear or link as it does for service-type products.
Has anyone managed to make this work for goods-based products? Any help or workaround would be appreciated!
Thanks in advance!
There are a couple of suggestions in this post which might help.
https://www.odoo.com/forum/help-1/create-project-from-so-w-o-service-item-240128
Workaround:
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Hi, thank you for your response.
I've tried the first method — setting the product type to Service does trigger the project creation and the related smart button appears correctly on the Sales Order. However, this approach does not trigger the Manufacturing Order, which I need.
I've also tried the second method — creating a project automatically when a Sales Order is confirmed. This works as expected, but the Project and Task smart buttons do not appear on the Sales Order. I want all related records — Project, Task, Manufacturing Order, Purchase Order, and Overview — to appear as smart buttons on the Sales Order, just like they do for service-type products.
Do u have any idea ?