Create Project/Task from SOL Section
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-ssc-0061-create-project-task-from-sol-section-7332$ 150.12
ODOO'S FUNCTION
In Odoo, section lines are only used to organize sales order lines . You cannot create projects or tasks directly from a section line, and tasks created from service products do not automatically show all sales order lines belonging to the same section.
CLUEDOO'S FUNCTION
CLuedoo enhances section lines by making them actionable and improving the link between sales orders and project tasks.
CONFIGURATION
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Create a service product and select the Create on Order option that best suits your business needs. e.g., Project & Task |
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USAGE |
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1. Go to Sales → Create a Sales Order . On the SOL, click on Add a section → You have the ability to add the product(s) and the description to the section.
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2. Add the configured product to the section and some other products on the product order lines. e.g., Adding 3 products:
The Amount column in the section is the sum of all the products in it. Confirm the SO → Based on the configuration, there will be 1 Project and 2 Tasks created. Click on the Projects/Tasks button. |
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3. In the task created from the section line, all SOLs belonging to the related section are listed under the Sales Order Lines tab. |
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Sales (sale_management) • Discuss (mail) • Project (project) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 388 |
| Technical Name |
cds_task_so_section |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-ssc-0061-create-project-task-from-sol-section-7332 |
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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