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Mark Sear

I am having a problem working out how to replicate our business methodology in OpenERP.

We create quotes and work orders for Customers (usually a Customer is a business). The Customer may have multiple Contacts, and we may need to assign some or all of these Contacts to a Job (Quote, Production work etc.).

In OpenERO, if I go use a drop-down menu to select a Customer when creating a quote I get each company and each contact so it is a very unwieldy list. Is there a way of just seeing Customers and not Contacts in drop downs?

Also we seem only to be able to assign one contact to any task. Is there a way of assigning multiple Contacts?

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Damien Comeliau

Thank you very much!!

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Francesco OpenCode
Best Answer

If you need this, you will create a module when you inherit the field where you want see only Customer and apply a dmain like this:

<field name="my_partner_id_field" domain="[('parent_id', '=', False)]"/>

So you filter only partner without parent. In your case customers.

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Mark Sear
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Thank you very much

Francesco OpenCode

If this answer solved your problem, please check it as "correct answer", so who search the answer to a similar question can see that this solve it...:)