Convert Sale Order to Task

by
Odoo

26.00

v 10.0 v 11.0 Third Party 9
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Community Apps Dependencies
Technical Name so_convert_project_task
Websitehttp://lab.stone.red@gmail.com
Versions 10.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Community Apps Dependencies
Technical Name so_convert_project_task
Websitehttp://lab.stone.red@gmail.com
Versions 10.0 11.0

Sale Order Converting to Project Task

Convert Sale Order into Task with single click.

Fast access to created Task



Transfer and easily find important Sale Order data



Easily configurable in Sale settings



Have questions or need additional functionality?

Contact me via email:

lab.stone.red@gmail.com

Convert Sale Order to Task

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 Sales 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.

Usage

  • Open menu Sales >> Quotations/Sale Order >> Choose SO.
  • If so in allowed state, there will be button Convert to Task.

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by
Oliver
on 5/29/21, 2:33 AM Confirmed Purchase

I am facing this message and unable to save settign in the Sales CRM

The requested operation cannot be completed due to security restrictions. Please contact your system administrator.  (Document type: ir.values, Operation: create)

How to resolve this?


by
Lui Ver Sebastiene
on 5/27/21, 2:22 AM

in Sales setting while configuring the Project properties it showing this. I am not able to save it

odoo restriction  (Document type: ir.values, Operation: create)