Create Tasks on SO

Automatically creates project tasks from procurement lines.

This module will automatically create a new task for each procurement order line (e.g. for sale order lines), if the corresponding product meets the following characteristics:

  • Product Type = Service
  • Procurement Method (Order fulfillment) = MTO (Make to Order)
  • Supply/Procurement Method = Manufacture

If on top of that a projet is specified on the product form (in the Procurement tab), then the new task will be created in that specific project. Otherwise, the new task will not belong to any project, and may be added to a project manually later.

When the project task is completed or cancelled, the corresponding procurement is updated accordingly. For example, if this procurement corresponds to a sale order line, the sale order line will be considered delivered when the task is completed.