Convert Purchase Order to Task in Odoo
by Prefortune Technologies LLP https://www.prefortune.com/$ 22.97
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 290 |
| Technical Name |
pf_convert_po_in_task |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Convert Purchase Order to Task odoo App
Convert Purchase Order to Task Odoo App allows users to quickly create Project Tasks directly from Purchase Orders, eliminating the need to manually create tasks in the project module. This module improves workflow efficiency by linking purchasing activities with project management, ensuring teams can easily track work related to specific orders. Additionally, administrators can configure a default project and stage for task creation and control the visibility of the Create Task button. A smart button on the Purchase Order also allows users to quickly view and manage all tasks related to that order.
Watch Quick Video
Key Features
Convert Purchase Order into a Task with a Single Click
View Tasks Related to a Particular Purchase Order by Clicking the Task Button
You Can Set a Default Project and Stage for New Tasks
Control the Visibility of the Create Task Button
Automatically Add Purchase Order Details to the Created Task
Convert Purchase Order to Task Odoo App
Our efficient
Odoo –Convert Purchase Order to Task Odoo App
improves coordination between purchasing and project management by allowing users to quickly create
project tasks directly from Purchase Orders. With a simple Create Task button on the Purchase Order form,
users can instantly generate tasks without manually entering details in the project module.
The module also provides a Task smart button on the Purchase Order, allowing users to easily view and
manage tasks related to that specific order.
1. Convert Purchase Order to Task:Create a project task from a Purchase Order with a single
click.
2. Default Project and Stage Configuration: You can set a default project and stage for new
tasks created from Purchase Orders.
3. Task Button Visibility Control: Administrators can control the visibility of the Create Task
button.
4. View Tasks from Purchase Order:Access all tasks related to a particular Purchase Order by
clicking the task smart button.
5. Automatic Task Details:Create a project task from a Purchase Order with a single click.
This ensures better task tracking, improved collaboration between purchasing and project teams, and a more
organized workflow.
Convert Purchase Order to Task Odoo App
- Quickly convert Purchase Orders into Project Tasks with a single click, helping teams track work related to purchases without manually creating tasks.
- Use the Create Task button on the Purchase Order form to instantly generate tasks and streamline coordination between purchasing and project teams.
- Access tasks easily through the Task smart button, allowing users to view all tasks related to a particular Purchase Order in one place.
- Define a default Project and Stage for new tasks, ensuring tasks are automatically created in the correct project workflow.
- Control the visibility of the Create Task button with configuration settings, allowing administrators to manage access based on business needs.
Complete Workflow for Convert Purchase Order to Task Odoo App
Enable the Create Task feature in the configuration settings to allow authorized users to create tasks from Purchase Orders. Open a Purchase Order and click the Create Task button to instantly generate a project task. The task will automatically be created in the configured Default Project and Stage. You can also click the Task Smart Button on the Purchase Order form to quickly view and manage all tasks related to that specific order.
Convert Purchase Order to Task Odoo App
1. Set the default Project and Stage for new tasks in the configuration settings. You can also control the visibility of the Create Task button.
2. You can see the Create Task button and the Tasks button on the screen. By clicking Create Task, you can create a new task. By clicking Tasks, you can view all tasks related to that Purchase Order.
3. When you click Create Task, a new task is created with the default project and stage. The Purchase Order details are also automatically added to the task.
4. You can see the number of tasks for a particular Purchase Order in the Tasks button, which displays the total count of tasks related to that Purchase Order.
5. You can see the created task in the Tasks view, where all tasks related to that Purchase Order are displayed.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works &
tested on standard installations of Odoo with no third
party apps,
• Free support only for odoo
installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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.
Please log in to comment on this module