Connecting sales order to project management

[elle]

In the book it's written:

"If you want to connect your Sales Order with Project Management tasks you should create such products as Consultant , and Senior Developer . These products should be configured with Product Type Service, a Procure Method of Make to Order , and a Supply Method of Produce . Once you’ve set this up, Open ERP automatically creates a task in project management when the order is approved."

I have done this: creating a product with the below specifications , then new quotation -> i chooses this product -> then confirm order but I didn't have in the project management a new task that has been created automatically.

Can someone help me?

[hda]

Did you install project_mrp module?
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[Guest]

forum-user@tinyerp.org wrote:

Quote:

In the book it's written: "If you want to connect your Sales Order with Project Management tasks you should create such products as Consultant , and Senior Developer . These products should be configured with Product Type Service, a Procure Method of Make to Order , and a Supply Method of Produce . Once you’ve set this up, Open ERP automatically creates a task in project management when the order is approved." I have done this: creating a product with the below specifications , then new quotation -> i chooses this product -> then confirm order but I didn't in the project management a new task that has been created automatically.

Recheck your tasks tomorrow, you will get one assigned to the product owner.

If don't want to wait: Run the scheduler in manufacturing menu (you may
have to install project_mrp module), or install mrp_jit module. Please
complete the documentation with your feedback when it works.

--
Fabien Pinckaers
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[elle]

I have installed the module project_mrp as your request, and it's workinggg Thank you very much.

But the task created has a wrong planned time, where should i configure it in the product to have it correctly in the unassigned task ??

Thank you

[liebana]

Hello,

I've got some questions regarding to this topic, I hope somebody can help me... I've succesfully configurated the product, made the sale, and I see the new task (SO000X:Task) in "Project management --> Tasks --> Unassigned tasks". It's also assigned to the owner I've defined in the Product Manager.

My questions:

1) As elle asked, I've defined in the Manufacturing Lead Time field of my product 7 hours, but the task itself it's planned to be done always in 1. Where can we configure this?

2)I think that instead of linking the sale order to a single task (as it does right now) this is thought to start a whole project instead, please correct me if I'm wrong, because I don't see when the creation of a single task could be useful. I've got a defined template for the project, and I think that when the sale is confirmed and the product is the service we defined, this should be linked to a initial task of a new project (based on the template) or to the new project itself (create the new project). What do you think of this? Am I doing something wrong?

Thank you very much in advance!!

Best regards.