Hi,
We are in the business of make to order products. We show the client a general product and then manufacture according to customer size and specifications. So each sales item is a sort of project for us.
We can create a project from a Sales order with multiple line items, but is there a way to create a separate project for each line item of Sales Order automatically?
Satish Gupta
Let’s say 100 sales orders total more than 1200 items, then more than 1200 projects will be created, how will you handle it? I think it is difficult to handle in that case. You can create that project automatically using a server script, but it will become tedious for you to track or maintain it, and there is no point in creating item wise projects. You can also track by item. You have to find some other solution that you can handle easily.
Yes, you can automatically create a separate project for each line item of a Sales Order in ERPNext using client-side scripting.
Each line item in the Sales Order is stored in a child table (typically named items). You need to loop through these items and create a separate project for each one.
You can write a client-side script to trigger project creation after the Sales Order is submitted.
Thanks for replying.
This is our nature of business. Our products are customized and hence we need to treat each item order as project. Otherwise we may lose track of what is happening with each production item. Each item is not purely BOM based. There are certain Tasks like designing, approval, selection etc involved with most of the items which need to be completed before we can start production. Also we can’t have fixed BOMs for each item.
You are right that we may not be able to handle so many projects properly. But right now we don’t have that kind of volume. We might as well create the projects for each item manually. But the person responsible for this might inadvertantly leave out an item and not create a project. I want to avoid such errors.
Also, I want to create a person wise task list and share that list with each person (in pdf or print format) at the beginning of the day so that everyone is aware about their day’s work. Not every person in our company have access to a computer. So they need to be assigned tasks in a printed form. Now a certain task may be associated with a Sales Order Item, but if a project is not created out of it, I can’t even create a Task associated with it.
I feel for us if there was a feature to assign tasks related to each Sales Order Items, that would be pretty useful. In fact, I have developed a little in house system using appsheets which works exactly this way. The workflow is like this
Order > Multiple Order Items > Each order item has multiple tasks > each task is assigned to a person
We create a pdf of pending tasks assigned to a person with all the item details so that they know their work for the day.
Thanks Fatima. Is there any readymade script that I can use?
You better create tasks instead of projects. As @NCP told, you will have difficulty tracking the projects against SO. What is better is, 1 SO = 1 Project = Multiple Tasks.
You can create milestone tasks, or parent tasks for each item if needed. You can also mark each task done, working, cancelled, etc. It will be more easy to track.