分享一个OpenERP报价单无法转订单,提示权限不够的解决
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分享一个OpenERP报价单无法转订单,提示权限不够的解决
近期开始使用项目管理模块,
经常有销售说无法将报价单转成销售订单,
今天仔细看了权限,提升到销售经理依然无效,
仔细看了那个权限的报错,最后一行有task的字样,
想到最近开始测试项目管理模块,是不是和项目管理有关呢?
将此同事提升为项目经理,果然可以确认了。
然后在-设置-项目- 看到 有个 “ 从销售订单生成任务” 原来就是它导致的。。
当销售的产品 是 服务类的,并且 是 Make to Order(按订单生产),供应方法是 “生产”,就会触发。如图:
从销售订单选生成任务的选项导致无法将销售报价转订单
如果此员工不需要项目经理的权限。那么就去掉这个勾吧。或者大家看情况,灵活使用,比如销售 这个产品的时候,让有项目经理权限的员工来确认这个报价。
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