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Create Project from SO W/O service item

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projectv15sale.order.lineproject_id
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please specify the use case!

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Did you manage to solve it? I'm facing the same issue—trying to get the 'Project' smart button to show up on the Sales Order. The trick to link the Sales Order to the Project works, but the smart button doesn’t activate. I still have to open the Project manually to see it linked

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Thanks for your reply;

Use case:

Project will automatically create upon confirming sale order

without selecting services product on Quotation line

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最佳答案

Hi Muhammad,

As I see that you are using Odoo Studio already, on the sales order:

1. open Odoo Studio

2. Go to the page (tab) "Other Info"

3. there is a field "Project" (probably hidden, because there is no service on the sales order lines). You need to remove the invisibility conditions for that.

4. afterwards, you will see the field "Project" always.

5. Before confirming a SO, add your wished project. After confirmation, the project will be linked to your SO.


I hope you manage to do it smoothly.


Regards,

Hamid - bitigloo GmbH

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Thanks Mr Hamid,

but i want to create Project auto from sale order without service line item

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You don't need any service line. I just said, you need to remove the condition of the invisibility of the field. that's it. But you need to add the project to the order.

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even you can remove the "no_create" option of the field, so that you can create a new project directly from the order.

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Thanks for your reply;

i did't find no_create field of Project_id in studio

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Hi Muhammad,
In Studio, select the field "project", on the left pane, you will see a checkbox "Disable creation"; just uncheck it.
(We cannot add a picture in a comment, otherwise I would have done this.)
Good luck.

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最佳答案

If the need is to create a project for every SO, maybe you could create an automated action (rule) that creates a new record in projects model on change of stage of SO and link the field

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Jaideep,
the reason I didn't offer this is that, this solution will create a project for every single SO if confirmed. I believe this is not a good solution for a scalability of a system, if there is no condition in between.

Muhammad,
if you want to use the automated action, I would recommend to add a checkbox or something similar saying "create project" and then the automated action should use that (i.e. when this checkbox is set to True and the status changes to done, then create the project). You also need to use python code in the automated action to add the right sale_order_id and partner_id, and then update the SO with the newly created project. Be aware that you'd better make the new "create project" field readonly if the SO state is done.
To sum up, if you are not familiar with the automated actions and writing python, this solution will be more complex for you. :D

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Hi Hamid,

Yes completely agree, automated action without controls isn’t recommended. 

The exact circumstances and user case here isn’t very clear, so put this option out there as well. 

Certainly it can’t be adopted as is and would need considerations to be integrated specific to business needs.

BR