Hello, I need to know what is the field that relates CRM to sales. The thing I need to do is upon confirmation of the quotation, the crm opportunity should change to won automatically, but I can't find the relation between them.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- إدارة علاقات العملاء
- e-Commerce
- المحاسبة
- المخزون
- PoS
- Project
- MRP
لقد تم الإبلاغ عن هذا السؤال
2
الردود
3299
أدوات العرض
This code
I hope I understood your need and this is the solution you want.
class SaleOrder(models.Model):
_inherit = 'sale.order'
_description = 'mark opportunity as won from sale order wen you confirm order'
def _action_confirm(self):
opportunity_obj = self.env['crm.lead'].browse(self.opportunity_id.id)
if opportunity_obj.exists():
opportunity_obj.action_set_won_rainbowman()
return super(SaleOrder, self)._action_confirm()
Thanks
let me try it please
It worked, thank you so much!
sorry but i modified my answer check it.
i forget some things
Yes I marked your answer as the best one. I am more into functional odoo than technical, can I have a way to get in contact with you if I face problems with technical issues? If you don't mind of course. If it is okay with you: kindly provide me with your linked in account or any other social media platform
Sure
- Email address: abude852@gmail.com
- Linkedin : https://www.linkedin.com/in/abdallah-sabeel/
- Whatsapp: +96597618088
Welcome
Thank you for your help!
Hello, can you check this question please? Link: https://www.odoo.com/nl_NL/forum/help-1/down-payments-sequence-numbers-213538
Hello Moe,
In sale order model we have a Many2one field named "opportunity_id" to "crm.lead" model. By using this field you can access all data of crm record related to that sale order.
I Hope this will help you.
Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari
هل أعجبك النقاش؟ لا تكن مستمعاً فقط. شاركنا!
أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!
تسجيل| المنشورات ذات الصلة | الردود | أدوات العرض | النشاط | |
|---|---|---|---|---|
|
2
أغسطس 25
|
558 | ||
|
1
مايو 25
|
1053 | ||
|
2
مايو 25
|
1493 | ||
|
1
أبريل 25
|
1412 | ||
|
0
مارس 25
|
1452 |
which odoo version ?
Version 15. I wrote this code but it is not working, can you help?
class CRMLeadInherit(models.Model):
_inherit = 'crm.lead'
@api.onchange('order_ids.state')
def _onchange_quotation_sate(self):
for rec in self:
if rec.order_ids.state=='sale':
rec.stage_id='WON'
Okay 5 minutes i code it >_<