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Custom sales workflow

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This question has been flagged
sales.orderOdoo18.0
3 Replies
1862 Views
Avatar
Hoang Long VU

Hello,


How can i custom the workflow of the sale module ? 

I just need to add an intermediate stage.


I assume i need to create a custom module


Thank you

0
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J.A. Daniel Göppner

Hi Hoang

Probably yes or it depend on your use case

Example:

you need just a stage that is before "sale" means before creating the stock.moves, and you can change the stage manually than this can be done also with odoo studio if you have enterprise


If you need a logik behide like, when conforming the sale orde, it should check something and put to stage "custome" intead of sale, then yes you need a custom module as you have to extend the confirm method of odoo, add a new selection to the field state and create you logik method


Warm regards

Daniel

Avatar
J.A. Daniel Göppner
Best Answer

Hi Hoang


then create a custom module


class SaleOrder(models.Model):
_inherit = 'sale.order'

​state = fields.Selection(selection_add=[('waiting', 'Waiting Payment'), ('sale',)])

​def action_confirm(self):
for order in self:
is_immediate_payment = self.your_method_to_check_payment() # should return True or False
if not is_immediate_payment:
return super(SaleOrder, self).action_confirm()

return order.write({
'state': 'waiting'
})


Hope this helps

Daniel

1
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Hoang Long VU
Author

Hello,

Thank you for your reply.
I will test this asap,

Thank you very much

Avatar
jon chow
Best Answer

You can search "wkf_powerful" in  odoo app store. this is a good app for   workflow !

0
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Avatar
Hoang Long VU
Author Best Answer

Hello, 

Thank for your reply. 

Yes i need a stage before the stock.moves.

but precisely, I dont want to create a stock.moves before check the payment term. 

Example : 

If payment terms == immediate 

​state = waiting payment

else 

​state = sale

​create draft invoice


I don't know if this feature is already implemented in standard. 

and yes i have enterprise. 


Best regards

0
Avatar
Discard
Daniel

Hi Hoang
I updated my answer, can you check?
Daniel

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