Re: New link between communication event and sales opportunity

2011-09-19 Thread Jacques Le Roux
I did not look into details yet, but why SalesOpportunityWorkEffort exists if we don't use it? Also I agree with Scott on The business case could be redescribed as: - Email Received (CommunicationEvent) - WorkEffort created to handle the communication - Communication deemed to be a sales

Re: New link between communication event and sales opportunity

2011-09-15 Thread Hans Bakker
Sure I am all in favor to use the existing datamodel, this means however that every communication event will have a workeffort connected to it because somebody has to handle it? sounds a it bureaucratic?, then as a result of the creation of the opportunity more emails are sent from the

Re: New link between communication event and sales opportunity

2011-09-15 Thread Scott Gray
Not necessarily every communication event, but if it requires action then a WorkEffort seems like the logic choice to track the work done. If you were to send more emails in connection with the opportunity then they would be linked to the existing WorkEffort. Ask yourself this, why is there a

Re: New link between communication event and sales opportunity

2011-09-15 Thread Adrian Crum
Just curious - how is a SalesOpportunity different from a Request (or CustRequest in OFBiz)? What does SalesOpportunity model? -Adrian On 9/15/2011 7:19 AM, Scott Gray wrote: Not necessarily every communication event, but if it requires action then a WorkEffort seems like the logic choice to

Re: New link between communication event and sales opportunity

2011-09-15 Thread Hans Bakker
I do not agree, i want to list all commevents on an opportunity which gets now too difficul Hans On Thu, 2011-09-15 at 18:19 +1200, Scott Gray wrote: Not necessarily every communication event, but if it requires action then a WorkEffort seems like the logic choice to track the work done.

Re: New link between communication event and sales opportunity

2011-09-15 Thread Scott Gray
It really doesn't seem very difficult to me and coupling SalesOpportunity and WorkEffort will give you much more flexibility in the future. Regards Scott On 15/09/2011, at 7:00 PM, Hans Bakker wrote: I do not agree, i want to list all commevents on an opportunity which gets now too difficul

Re: New link between communication event and sales opportunity

2011-09-15 Thread Hans Bakker
then we have to agree to disagree? Ok my last question, you are going to block this?' cannot spend too much time on this... Regards, Hans On Thu, 2011-09-15 at 19:08 +1200, Scott Gray wrote: It really doesn't seem very difficult to me and coupling SalesOpportunity and WorkEffort will give

Re: New link between communication event and sales opportunity

2011-09-15 Thread Scott Gray
Ask for comments and then ignore them, well done Hans. If you don't have time to wait for opinions and have proper discussions then keep your changes local until you do. Regards Scott On 15/09/2011, at 7:33 PM, Hans Bakker wrote: then we have to agree to disagree? Ok my last question,

Re: New link between communication event and sales opportunity

2011-09-15 Thread Hans Bakker
Ok sounds fair, let wait for other comments. On Thu, 2011-09-15 at 19:37 +1200, Scott Gray wrote: Ask for comments and then ignore them, well done Hans. If you don't have time to wait for opinions and have proper discussions then keep your changes local until you do. Regards Scott On

Re: New link between communication event and sales opportunity

2011-09-15 Thread BJ Freeman
even if it is done automatically, all efforts cost time which is what workeffort is about. This feed back to budgets. and since this system is about business, tracking cost is very important. on a coding level I think the Model for SFA is sprawl and could have been developed with in the frame

Re: New link between communication event and sales opportunity

2011-09-15 Thread Anne
I wonder if this business case is analogous to Marketing Tasks on page 293 of Volume 2 of the Data Model book? Cheers, Anne. On 15 September 2011 18:12, Hans Bakker mailingl...@antwebsystems.com wrote: Ok sounds fair, let wait for other comments. On Thu, 2011-09-15 at 19:37 +1200, Scott Gray

New link between communication event and sales opportunity

2011-09-14 Thread Hans Bakker
Business case: An email is received requesting more information about certain services where the originator could be interested in. The support person receives the email and creates an opportunity in SFA for the sales people. Problem: currently it is not possible to have a link between

Re: New link between communication event and sales opportunity

2011-09-14 Thread Scott Gray
It is possible to have a link between CommunicationEvent and SalesOpportunity via SalesOpportunityWorkEffort - WorkEffort - CommunicationEventWorkEffort. The business case could be redescribed as: - Email Received (CommunicationEvent) - WorkEffort created to handle the communication -