Integration Between Purchases And Project

by
Odoo

49.42

v 10.0 v 11.0 Third Party 15
Required Apps Project (project)
Purchase Management (purchase)
Inventory Management (stock)
Included Dependencies
Technical Name purchase_integrate_project_task
Websitehttp://lab.stone.red@gmail.com
Also available in version v 10.0
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Required Apps Project (project)
Purchase Management (purchase)
Inventory Management (stock)
Included Dependencies
Technical Name purchase_integrate_project_task
Websitehttp://lab.stone.red@gmail.com
Also available in version v 10.0

Purchase Order Converting to Project Task

Convert Purchase Order into Task with single click.

Fast access to created Task



Transfer and easily find important Purchase Order data



Easily configurable in Purchase settings



Project Task Converting to Quotation

Convert Task into Purchase Order/Quotation with single click.

Easily configurable in stage settings



Fast access to created quotation



Have questions or need additional functionality?

Contact me via email:

lab.stone.red@gmail.com

Integration Between Purchases And Project

Installation

  • Install this module in a usual way

Configuration

  • User must have access to create/write Project Task in order to convert to task.

Optional: * Go to Purchases settings via under Configuration >> Settings. * Set Default Project and Stage for created tasks. * Check Allow Convert **state name** field if you want allow to convert in current stage. * Go to stage settings via Project menu >> Stages option. Open/create new stage form and check Allow Convert Task to Quotation in order allow converting tasks to quotation in current stage. * User must have access to create/write purchase orders in order to convert to quotation.

Usage

  • Open menu Purchases >> Quotations/Purchase Order >> Choose PO.
  • If po in allowed state, there will be button Convert to Task.
  • Open menu Project >> Tasks >> Choose task.
  • If task in configured stage, there will be button Convert to Quotation.

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