A Diumenge 02 Juny 2013 03:54:45, Sharoon Thomas va escriure: > On Sun 02 Jun 20 01:41, Albert Cervera i Areny wrote: > > By the way, it is even possible, with at least one of our customers that > > their customer confirms two of the quotations sent because they decide > > to purchase the big one and the small one (although the customer only > > asked for one at the beginning). > > We get similar requests from customers too and the way we thought of > solving the problem was with an extention to sale_opportunity probably > called sale_opportunity_quote. > > This should create a one2many relationship from sale.opportunity to > sale.sale, and each different proposal (quote) you give the customer > can be there. This applies only where you would be proposing a big > truck and a small truck (while you use your original simpler workflow > where you will only revise the same sale at quote state). > > With the module installed, when a customer finally confirms one or more > quotations, use a wizard to choose the ones to confirm (and other sales > are moved to cancelled) and the opportunity is marked as won. If all > sales are cancelled, then the opportunity is lost.
This workflow better matches what I'd expect. My concern is that with this workflow you're changing the semantics and lifespan of the opportunity. Note that currently opportunities don't have the "won" state. There's only the "converted" one. Also you're making last longer (that's what I expect from the opportunity) because you keep it until lost or won. I think it is better that it lasts longer because then, the opportunity would be the place to add more information such as conversations with the customer regarding the opportunity. > Another alternative (if taxes and the format of sale order is not > important) could be to make a sale opportunity report called Quotation > and handle them as different opportunities and the report with a > quantity and price solves the issue. The problem with this is that it is more complex to manage the forecast of amount and probability. Also, the sale is the document specialized for quotations (with formatting, products are not required, etc). -- Albert Cervera i Areny Consultor funcional Tel. 93 553 18 03 @albertnan www.NaN-tic.com Avís legal >>
