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Customer and contacts

By
Mark Sear
on 3/22/13, 1:39 PM 1,101 views

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?

1

Francesco OpenCode

--Francesco OpenCode--
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--Francesco OpenCode--

Italian Odoo (OpenERP) Modules Developer LINKEDIN: http://www.linkedin.com/in/francescoapruzzese

Francesco OpenCode
On 3/22/13, 1:46 PM

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.

Thank you very much

Mark Sear
on 3/22/13, 2:40 PM

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...:)

Francesco OpenCode
on 3/23/13, 8:58 AM

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Asked: 3/22/13, 1:39 PM
Seen: 1101 times
Last updated: 3/16/15, 8:10 AM