| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Purchase Management (purchase) • Inventory Management (stock) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Technical Name |
purchase_integrate_project_task |
| Website | http://lab.stone.red@gmail.com |
| Versions | 11.0 10.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Purchase Management (purchase) • Inventory Management (stock) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Technical Name |
purchase_integrate_project_task |
| Website | http://lab.stone.red@gmail.com |
| Versions | 11.0 10.0 |
Purchase Order Converting to Project Task
Convert Purchase Order into Task with single click.
Fast access to created Task
Transfer and easily find important Purchase Order data
Easily configurable in Purchase settings
Project Task Converting to Quotation
Convert Task into Purchase Order/Quotation with single click.
Easily configurable in stage settings
Fast access to created quotation
Have questions or need additional functionality?
Contact me via email:
lab.stone.red@gmail.com
Integration Between Purchases And Project
Installation
- Install this module in a usual way
Configuration
- User must have access to create/write Project Task in order to convert to task.
Optional: * Go to Purchases settings via under Configuration >> Settings. * Set Default Project and Stage for created tasks. * Check Allow Convert **state name** field if you want allow to convert in current stage. * Go to stage settings via Project menu >> Stages option. Open/create new stage form and check Allow Convert Task to Quotation in order allow converting tasks to quotation in current stage. * User must have access to create/write purchase orders in order to convert to quotation.
Usage
- Open menu Purchases >> Quotations/Purchase Order >> Choose PO.
- If po in allowed state, there will be button Convert to Task.
- Open menu Project >> Tasks >> Choose task.
- If task in configured stage, there will be button Convert to Quotation.
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