ODOO BEHAVIOUR

Odoo Standard process is Quotation -> Sales Order -> Project and Task.
So, the project and task is created automatically at the quotation confirmation.

CLUEDOO BEHAVIOUR

In many case, time is consumed, for example, for pre-sales tasks, before clients decide to use service. Therefore it requires creating project & task to record time ahead of confirmed quotation.

Cluedoo module allows the previously created project & tasks and recorded hours to be linked to future sales orders.

USE CASE

In a pitching process for ERP implementation, the pre-sales phase consumes 10 hours. So it's a key point to create project & task prior to quotation confirmation to track these hours.

Key set-up

1. Setup Project Template and Task Template
- How to do: please refer to module Project/Task Template

For use case, 1 Project template called "ERP implementation - project template" was setup with 1 task template inside.
 

2. Configure product:

- Product Type: Service
- Invoicing policy: Based on Timesheets
- Create on Order: Project and Task
- Project Template: select Project Template setup above

- Task Template: select Task Template setup above
 

Scenario 1 (Solution to Use case): Project and task created prior to quotation confirmation.

Action 1:  Create a new Project from "ERP implementation - project template"

Result: 
1. On the newly created project's settings, an analytic account was auto-generated. 
 

 

2. The new task inside new project was generated based on task template.

- Task's AA is project's AA
- At the moment, the task has not been assigned a specific Sales Order

Action 2: Input consumed time for pre-sales on task's timesheet tab.
 

Action 3: Once client agrees to go ahead with the proposal, confirm the quotation including setup product and created project.

Result:
- The project and task were created in advance, and task matches to the task template on product configuration. Therefore, confirmed quotation will not generate new project and task. The previously created project and task will be linked to the Sales Order.

 - The AA of previously created task will be assigned to the Sales Order line.

- Time recorded from task will also be updated to Sales Order.

-  User can click on smart buttons on SO for shortcut to linked Project/ Task/ Timesheet.

- Now the previously created task is assigned to confirmed SO.
 

Scenario 2: Project created prior to quotation confirmation, no matching task.

Context: There's an existing project with Client, and existing tasks inside it. Client ask to add ERP implementation service to the project. 
 

Note: If any existing tasks inside project were created from the task template on product configuration and not assigned to a specific SO 

--> confirming a new quotation on the project will result in linking the existing tasks to new SO.
 

Action 1: Confirm quotation 

Result:

- A new task will be auto-generated from the task template on product's configuration.

- Task's AA is auto-generated, with its parent AA is project's AA.
- The task's AA will be assigned to SO line.
 

Scenario 3: No Project and no task created prior to quotation confirmation.

Context: a new winning pitch without time-consuming proposal, meaning no project and no task created before confirming the quotation. 

Action 1: Just create and confirm quotation with product, leave project as blank.

Result: 

- New project and new task are generated from template on product's configuration.

- New AA is auto-generated for project

- New AA will be generated for task, with its parent is project's AA

- Task's AA is assigned to SO line.