| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Project (project) • Purchase (purchase) |
| Lines of code | 182 |
| Technical Name |
eg_po_task |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Project (project) • Purchase (purchase) |
| Lines of code | 182 |
| Technical Name |
eg_po_task |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 |
Purchase Order To Task
The Purchase Order To Task module enables users to create tasks from purchase orders seamlessly, enhancing project management and facilitating easy navigation between projects and tasks.
Video Tutorial
Highlight Purchase Order To Task
Convert purchase orders into tasks easily
Create individual tasks for each product or a single combined task
Automatic project name assignment from purchase order number or vendor reference
Quick task navigation using a smart button
Group projects based on active purchase orders
Features
Screenshots
Support
Service
Features
Create Task Button:
Generates separate tasks for each product in the purchase order, allowing for detailed tracking and management of individual items.
Create All in One Task:
Enables the creation of a single task that encompasses multiple products, simplifying the management of related items under one task.
Automatic Project Name Assignment:
Automatically assigns the Purchase Order Number as the project name if no vendor reference is provided, ensuring consistent naming conventions.
Task Navigation Smart Button:
Provides quick access to the task list view directly from the purchase order, enhancing usability and efficiency in task management.
Project Grouping:
Groups projects by active purchase orders, allowing users to organize easily and prioritise their work based on ongoing orders.
Screenshot
1) Vendor Selection and Project Name Entry:
The user selects the vendor and enters the project name in the Vendor Reference field. If the Vendor Reference field is not provided, the purchase order number (e.g., P00010) will be used as the project name.
2) Create Task Button Usage:
After clicking on the "Create Task" button, a project and tasks are generated for each line in the purchase order. The task button widget allows quick navigation to the tasks.
3) Products Added to Tasks:
Products listed in the purchase order are now added to tasks for better tracking and management.
4) Project List with Grouping by Active Purchase Order:
The default view of the project list groups projects by active purchase orders, making it easier to manage ongoing tasks.
5) Vendor Reference and Project Assignment:
The Vendor Reference is used as the project name, while the purchase order vendor is set as the project customer. The purchase order name is also assigned to the project.
6) Task Smart Button:
The "Task" smart button on the purchase order screen shows a list view of all tasks related to the order for easy access.
7) Create All in One Task Button:
After selecting the vendor and assigning a task name in the Vendor Reference field, users can click "Create All In One Task" to generate a single task that includes all items from the purchase order.
8) Mapping Existing Projects:
Shows the mapping of an existing project with a purchase order for efficient task tracking.
9) Single Task with Multiple Products:
A single task is created, encompassing different products from the purchase order, streamlining task management.
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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