Project: Project Workflows: Service Tracking from a Product: Create a Task in Sale Order's Project
Purpose
This document will show you how to configure a service product to create a project from a confirmed sale order, then create a task within that project.
Important!
Products must be configured as Service products in order for them to generate projects and tasks. Follow the guidelines in the Product Creation Workflow document. The steps below will build upon your preconfigured service product.
Process
To get started, navigate to the Inventory app.
Configure the Service Product
Click Master Data > Products and select the service product that should set up tasks or projects upon a confirmed sales order.
When you're done, click Save.
Create a Sales Order
Next, navigate to the Sales app.
Click Create and complete the form as indicated. Many of these fields will auto-populate, based on the customer's data:
Customer: Select the appropriate customer.
Invoice Address: Customer's mailing address for invoicing.
Delivery Address: Customer's delivery address.
Quotation Template: The base template used for this quotation.
Expiration: The date the quote will expire.
Pricelist: Customer's default pricelist.
Payment Terms: Terms of payment (pay on order vs. pay on delivery).
Under Order Lines, click Add a Product and enter the service product you configured above, as well as the Quantity.
After the product and quantity are added, click Save then click confirm.
Review the Created Task
After confirming the Sale Order, the page will reload.
At the top of the Sale Order you'll see smart buttons added, two of which are specific to Service Tracking.
The Project Overview button takes you to the new project that was just created from this Sales Order. The project name will be set to the Sale Order reference number (e.g. S0016).
The Tasks button will take you to the specific task created under that project.
Click the tasks button.
This brings you to the task that was created under the newly created project.
Good to Know!
Ordered Hours Become Planned Hours
Under the TIMESHEETS tab, you'll see Planned Hours listed as 02:00. This is because we added two hours of this service product to the original Sales Order.
Changing the Planned Hours on the task does not change the quantity ordered on the Sales Order. It's simply for planning purposes.