Le Filament Link Sale to Project
This module allows the creation and the update of projects and tasks associated to a sale order manually. New feature has been added to manage product to link independently product to project and tasks.
This module extends the functionality of the sale_service and lefilament_projets modules, a new type of the service tracking product has been added to manage the manual creation of a new project for each order.
Configuration
#. Go to Sales -> Products and create a product with type Service, check also option 'Create a project and link tasks'. Now you can add project and task type for this product. - If a project and a task type are selected, when click on new button "Create project" on the sale view, automatically, a task has been created on the corresponding project and task type. - If no project and no task type are selected, when click on new button "Create project" on the sale view, a new project and a new task are created. Possibility to choose an existing project or create a new one. #. Go to Sales settings via under Configuration >> Settings. Set Default Stage for created tasks. Possibility no follow or not the timesheet on tasks. If "Do not track delivered quantity" option is selected, no track on timesheet If "Standard operation for tracking delivered quantitiy based on time spent on project tasks" selected, timesheet is tracked on sale line #. Go to stage settings via Project menu >> Stages option. Open/create new stage form and check "Default step" in order assign stage in new project created #. Go to Project settings via under Configuration >> Configuration. Possibility to set a default "Alias prefix"
Usage
- Go to Sales -> Sales Orders and create new with a service product with new option track service selected.
- Confirm Sale Order. A new button appears allowing to create a new project
- Click on the new button, wizard opens, possibility to choose an existing project or define a new one
- After validation, new project assigned and corresponding tasks created. New button appeard to "Update tasks"
- When Update tasks, if line updated or new line added, corresponding project and/or tasks are updated
Credits
Contributors
- Juliana Poudou <juliana@le-filament.com>
- Remi Cazenave <remi@le-filament.com>
Maintainer
This module is maintained by Le Filament