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Sales Timesheet - Use Existing Project

Project description

Beta License: AGPL-3 OCA/timesheet Translate me on Weblate Try me on Runbot

This module restores the behavior present in previous version (and restored again in v13) of being able to reuse existing projects for generating the tasks when confirming a sales order with service tracking.

Table of contents

Configuration

  1. Go to Sales > Products > Products
  2. Create or configure a product with the following options:
    • In the “General Information” tab: Product Type = Service.
    • In the “Sales” tab: Service Tracking = Create a task in sale order’s project

Usage

  1. Go to Sales > Orders > Quotations
  2. Create a new quotation.
  3. Add a product with the configuration specified in configuration section.
  4. Go to “Other Information” tab, and select Sales Information part an existing project.
  5. When the quotation is confirmed, that project will be used for the created task.

Known issues / Roadmap

  • This module is not needed in v13, and it has been designed for not needing extra migration scripts, except the module merging operation.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/timesheet project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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