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customer or supplier number - use tags?

on 1/10/14, 1:25 PM 3,113 views


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,


Mohammad Alhashash

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Mohammad Alhashash
On 1/10/14, 1:39 PM

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_get() and 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.

I was thinking about the reference too. But due to being hidden a little and not being searchable (at least without the tweaks you are recommending) I didn't go for it. Can you explain why you would prefer that against tags (which wouldn't require any additional Module)?

on 1/11/14, 2:13 AM

Many reasons, Tags are linked many2many relationship. Partners can have multiple tags and tags can be used for multiple customers. Also, you cannot include tags in display name like product reference. Another reason is that tags are very important for partner classification. If you want to use it temporarily until users get used to the new system, it may be ok.

Mohammad Alhashash
on 1/11/14, 2:56 AM

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Asked: 1/10/14, 1:25 PM
Seen: 3113 times
Last updated: 3/16/15, 8:10 AM