A Dimarts 04 Juny 2013 10:36:04, Cédric Krier va escriure: > On 01/06/13 02:07 +0200, Albert Cervera i Areny wrote: > > There's something in the workflow of opportunities that I think could be > > improved. I don't think that the end of the workflow should create a > > sale. The reason is that most probably, during the sale process several > > quotations will already have been sent to the party. > > > > I think that it would be more interesting to add a Many2One field in > > sale.sale that refers to the opportunity to which the sale is linked. > > Maybe the sale should only be created if no previous quotations have > > been created and there are products assigned to the opportunity. > > So let's keep the current workflow (create a sale on convertion) but > just reverse the link between sale and opportunity. Like that the > module is more flexible to be customized: > > - allow to create many sales from an opportunity (for people who > don't like the idea of revision). > - can split the generated sale using copy (link to opportunity will > stay). > - can use the future revision of sale (and use copy for split). > - can add later new sales to an existing "converted" opportunity.
LGTM. Apart from that, I think current reports for opportunities are great and we could even extend those with "confirmed amount". By joining the opportunity with its sales and doing a sum on untaxed amounts of those in confirmed, processing or done state. This gives a complete overview to the sales manager of the real state of opportunities. > PS: I would just prevent to delete the last sale of an opportunity. Yes. I think that is better than changing the opportunity's workflow back to opportunity. -- Albert Cervera i Areny Consultor funcional Tel. 93 553 18 03 @albertnan www.NaN-tic.com Avís legal >>
