1. In *Sales > Products* when creating a product of Service type, in *Invoicing > Invoicing policy* you can now use an extra *track service* named 'Create a project and link tasks'.
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Note : the existing *track services* are preserved and can still be used together with the following options, the new service was created in order not to track hours as delivered in sale order. As a remainder for the existing types:
Manual : delivered quantities are manually set on sale order line
Timesheet : hours spent on project with the same customer are reported in the sale order as delivered quantities
Task : Create a task in a specific project (if filled) and reports hours from this task in delivered quantities
> Note : the existing *track services* are preserved and can still be used together with the following options, the new service was created in order not to track hours as delivered in sale order. As a remainder for the existing types:
> Manual : delivered quantities are manually set on sale order line
> Timesheet : hours spent on project with the same customer are reported in the sale order as delivered quantities
> Task : Create a task in a specific project (if filled) and reports hours from this task in delivered quantities
Now you can add project and task type for this product.
- If you select none, when creating a project from sale order, a wizard will propose you to select an existing project or to create a new one and a task will be created inside that project with the content of your sale order line description.
- When selecting here a project and a task type, when creating a project from sale order, a new task with the content of the sale order line description will be created inside the defined project with defined task type.
#. In *Sales > Configuration > Settings* you can now configure the default task type / stage you want to use when creating task associated to a sale order line.
- If you select a project and a task type, when creating a project from sale order, a new task with the content of the sale order line description will be created inside the defined project with defined task type.
2. In *Sales > Configuration > Settings* you can now configure the default task type / stage you want to use when creating task associated to a sale order line.
#. In *Project > Configuration > Stages* a new boolean field case_default / Default step has been added to each stage to define which stages should be added by default to any new project.
3. In *Project > Configuration > Stages* a new boolean field case_default / Default step has been added to each stage to define which stages should be added by default to any new project.
#. In *Project > Configuration > Configuration* an *alias prefix* has been added so that new projects will have an e-mail alias prefixed with this field
4. In *Project > Configuration > Configuration* an *alias prefix* has been added so that new projects will have an e-mail alias prefixed with this field
Usage
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@@ -42,11 +45,11 @@ Usage
1. Configure your Odoo instance as described in previous section
#. On each confirmed sale order you find a new button to *Create Project* that will open a wizard to select existing project or creating a new one. Tasks would be assigned to selected project, with associated scheduled time (depending on sale price / daily cost configured in Project configuration)
2. On each confirmed sale order you find a new button to *Create Project* that will open a wizard to select existing project or creating a new one. Tasks would be assigned to selected project, with associated scheduled time (depending on sale price / daily cost configured in Project configuration)
#. You can also follow the various tasks and timesheets associated to that sale order
3. You can also follow the various tasks and timesheets associated to that sale order
#. On sale order line update, click on button *Update tasks* to update projects and tasks associated with this sale order.
4. On sale order line update, click on button *Update tasks* to update projects and tasks associated with this sale order.