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https://issues.apache.org/jira/browse/OFBIZ-2427?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12762561#action_12762561
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Pierre Smits commented on OFBIZ-2427:
-------------------------------------
The entities RFI and RFQ are to be regarded as opportunities and should be
handled as such.
A RfS is an request that is related to an existing support contract and should
be handled from that angle.
But, it could lead to a task assignment and the possibility to register worked
hours.
A case could be seen as a set of information related to the account.
> Cases - Sales Force Automation component
> ----------------------------------------
>
> Key: OFBIZ-2427
> URL: https://issues.apache.org/jira/browse/OFBIZ-2427
> Project: OFBiz
> Issue Type: New Feature
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Ashish Vijaywargiya
> Priority: Minor
> Fix For: SVN trunk
>
>
> - A case corrospond to a Request(CustRequest) in OFBiz.
> - There are many types of requests including RFI (for information), RFQ (for
> quote), RFS (for support), and so on.
> Following screens should be implemented in this :
> - Create/Edit Case: Following fields should be present on the GUI.
> "* (Start next to fields)" - showing the required field.
> — Company Name - Lookup showing all the Party Group in the role of "Account"
> — Requesting Party* - Lookup to select the existing party in the role of
> "Contact"
> — Priority - Keep default priority as the medium (either 4 or 5 on the user
> interface)
> — Type
> — Subject* - Map this field into custRequestName field of CustRequest entity.
> — Reason - associate this field with the enumeration entity and create few
> records there so that it could be referred here.
> Reason can be "Unexpected Behaviour of Application", "New Feature Request"
> etc.
> — Description -
> — Status - Show this field in Edit mode of request only. (While updating
> request)
> - There will be summary section for the cases and following block will be
> shown in it.
> — First block will be the history of the customer request.
> — Party / Roles - All will be shown in the read mode (Party Group, Requesting
> Party & Logged in party details who has created request).
> — Request Items.
> - There will be following tab button adjucent to Summary Section.
> — Party / Roles(The two records for Party Group and Requesting Party will be
> in readable mode. and user should only be able to change the details of
> Request Tracker i.e the person who has logged in the Request.)
> — Request Items
> Details Left Navigation Section.
> First Block: Shortcuts
> Create New Case
> Find Case
> My Cases - List all the cases of logged in party by default. So it will be
> easy for him to select and update on those cases accordingly.
> Only show those cases that are not in complete status.
> Second Block: Quick Add Case
> Fields to be present in this block are:
> Company Name
> Requesting Party*
> Subject*
> For the quick add case block we should keep the default priority as medium
> (i.e 5)
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