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Hi,

I want to use an automated action which changes the state of my CRM opportunity automatically to a 'won' status when I validate the (sales)quotation which is related to the opportunity. can someone give me some advice?

Thanks in advance for your answer

Thijs


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Bedste svar

Hi,

For changing the state of CRM opportunity automatically to a 'won' status when validating the (sales)quotation, First Inherit the sale.order model. Then super the function action_confirm. 

def action_confirm(self):
              res = super(SalesOrderInherit, self).action_confirm()
              if self.opportunity_id:
                      self.opportunity_id.action_set_won_rainbowman()
             return res

Regards

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Bedste svar


There is opportunity_id field.

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