our pre-OpenERP system of filing customers and suppliers is using unique numbers for each supplier or Customer. There is no such thing in the Address book/contacts of OpenERP. Would you suggest to use tags for such a thing? or write a Module which adds a customer/supplier number entry to this?
An example. If I tag a Customer in our OE Address book now with it's customer number, will this tag still be with him through out an entire CRM process lead, oportunity, quotation, Sales Order, then a manufacturing order, etc ...?
We do not use all of these Modules yet, but I would like make sure I don't Set up a System of tags now, which will not 'stick' throughout all following processes,
You may use the field 'Reference' in 'Sales & Purchases' tab. Note that by default this field is not searched in many2one fields or list views.
You should create a new module to override
name_search() methods to add the reference to the display name and to include this field in search while typing in many2one fields. Check the module
product.product for similar functionality using the 'Internal Reference' field.
Also, you should modify the search view to add this field.
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|Asked: 1/10/14, 1:25 PM|
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|Last updated: 3/16/15, 8:10 AM|