Odoo 10: How to create project tasks from sale orders?

0
votes

I have set my odoo system according to the "User Doc" of How to create tasks from sales orders? and want to generate project tasks automating when a sale order containing "Service" type product was created.

However, it wasn't working even after I have tried severals times.

I didn't find the the "Track Service" item when I set up a "Service" product.

screen shot

Is this the reason which odoo system can't generate task automating? Or there some thing else cause the issue?

Anyone can give me some advice?

Thanks.

3
openerpodoo-10

3 Answers

2
votes

this answer will help to do your task in odoo version 10.

In order to get the track the **Create Tasks From Sales Orders** you follow the following steps.

Step : 1 Install the required applications / Configuration

Install the 3 following app

 1. Sales Management  
 2. Project management  
 3. Time-sheet management

Step : 2 Create and set up a product

Note : Now in case to of the service product unit of the measurement is used in hours. to configure that go to

Go to Configuration -> Settings -> Unit of measures -> check the Some products may be sold/purchased in different unit of measures (advanced) radio button)

1-Config-UOM

Now , create the product with following details

To create the product Go to the Sales -> Product -> Create

 - Name: Service Contract 
 - Product Type: Service
 - Unit of Measure: Hours

as this all are the general setup shown on Image below

2-General-Product-Config

Next configure Track Service:

You will found this under Sales -> Sales -> Product -> Invoice -> Select Create a task and track hours.

3-invoice-service-track-no

Note :

  • Link your task to an existing project or create a new one on the fly if the product is specific to one project. Otherwise, you can leave it blank, odoo will then create a project per SO.
  • as your product is a service invocable by hours you have to set the units of measures of the product to hours as well.

Step : 3 Create the Sales Order

Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created.

4-create-sales-order

Step : 4 Access the task generated from the sale order

On the Project module, your new task will appear :

  • either on a related project if you have selected one in the product form

  • either on a new project with the name of related the sale order as title (you can easily change the name of the project by clicking on More -> Settings)

as shown in below image.

5-Project-task

1
votes

The doc screenshot of the product form seems just wrong for Odoo 10. The track service option should be found in the page "Accounting" of a product. Maybe the module sale_timesheet has to be installed before.

0
votes

If the system configuration is not working, then try creating tasks as follows manually in your code by inheriting sale.order model

Iterate over your order_line one2many field of sale.order and check any products are of type service, if the condition is satisfied then invoke the create function of the model project.task and pass the field(of project.task model) values as arguments