On 14/07/13 22:46 +0200, Axel Braun wrote: > Hi, > > Am Sonntag, 14. Juli 2013, 15:14:35 schrieb Cédric Krier: > > > > I'm setting up some customer and vendor data in Tryton 2.8, and need some > > > advice on how to handle them. Not sure that I get the concept right. > > > > > > 1) When creating a 'Company', I can add 'Employees'. > > > When searching for an employee, all types of parties show up - including > > > customers and vendors. > > > It is not very likely that a customer is a employee at the same time (OK, > > > we got employee-sales in some companies, but not in my case) - can we > > > filter on employee (means not customer, vendor or own company)? > > > > Employee is a specific Model where you link a company to a party. > > So it makes no sense to limit the party you can select to existing > > employee. > > It does - if the party you request does not exist, you can create it. > otherwise som 3000 address-records appear.....
I mean *employee* of course you should be able to search over all the parties to create an employee. > And employees usually dont require VAT ID and payment terms, etc. yes they don't require that's why such fields are not required. > So the > generic approach generates IMHO some confusion for 'users'. It is just about learning. > > > 2) I have created a customer with an address. As the party does not exist, > > > I created it (with address). When I return to the address-screen, the > > > adress is empty. can this be taken from the record I just created? > > > > Don't understand. > > (send a PM for clarification) Ok, I understand now. The problem is about creating the target of a many2one field when the target get the reverse one2many. In this case user can be confused. It is a known issue: https://bugs.tryton.org/issue3173 As I said in msg13201, I think the best way will be to hide the one2many. > > > 3) When I want to create a 'Party associated with sales', this customer is > > > not presented as potential customer. When I create a new customer there, > > > I end up with a second dataset. I cant add the customer created under 2) > > > > "Party associated with sales" is just a reporting list. Creating record > > from there doesn't make the new party associated with sales. > > ...it would make sense to flag a party as customer or vendor via this menu > items. There is no such flag and they will not be added to Tryton base because it is a wron design, it is the fact that a party buy products that makes him a customer and it is the fact that the company buy products to a party that makes him a supplier. > Nevertheless, at the moment it allows creation of parties at that menu. > IMHO it will create some confusion for the 'user' I agree this could be improved, there is already an issue: https://bugs.tryton.org/issue746 > From this creation activities I have now multiple Customers with the same > name. Is there a way how I can delete those entries? You can delete them if they are not linked to something that requires them. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: [email protected] Website: http://www.b2ck.com/
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