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OCA/project · 19.0

Project Task Customer Reference

project_task_customer_ref

LGPL-3Projectv19.0.1.0.0402updated 27 days ago
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Odoo Community Association

Project Task Customer Reference

Beta License: LGPL-3 OCA/project Translate me on Weblate Try me on Runboat

Adds an Order Customer Reference field (customer_reference) to project.task so that customer PO/requisition numbers are visible on tasks, capturable via website webforms, and kept in sync with the linked sale order.

Features:

  • Task field: customer_reference (Char, not copied on duplication) is added to the task form view and list view (hidden by default, toggleable via the optional-columns menu).
  • Auto-populated from sale order: when a task is created automatically from a confirmed sale order (service lines with service_tracking), the task inherits the SO's client_order_ref as its customer_reference.
  • Propagation back to sale order: when customer_reference is set or updated on a task, it is written to client_order_ref on the linked sale order — but only if that field is currently empty, preventing unintended overwrites.
  • Website webform support: the field is whitelisted for the website form builder so it appears in the field picker when configuring a webform that creates project.task records.

Table of contents

Configuration

After installing the module, open the Website form builder and add a text input mapped to Order Customer Reference (customer_reference) to allow customers to supply their PO number when submitting a request.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ForgeFlow

Contributors

  • Jasmin Solanki <<jasmin.solanki@forgeflow.com>>

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.