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1

How can I change sequence prefix between quotation and sale order?

By
Bonnet Denis
on 6/24/13, 8:31 AM 6,220 views

Is it possible to change prefix of sequence number according to the state field?

I use a DV prefix for quotation ("Devis") and a BDC prefix for sale order("Bon de Commande") with EBP.

But how can I do the same with OpenERP? When the state is changed into "manual" how can I create a sale order with the right prefix?

4
Francesco OpenCode
On 6/24/13, 8:46 AM

Actually this isn't possibile. If you want do this, you must create a module that override the functin trigged when the order change status and write the number yourself.

2
PT SIVI
On 12/27/13, 4:05 AM

Go to Setting->Technical->Sequence and Identifiers->Sequences

Find Sales Order

0
Ray Carnes
On 12/30/13, 4:53 AM

See "Sale Quotation Numeration" at https://www.openerp.com/apps/7.0/sale_quotation_number/

Sale Quotation: Sale process in draft stage just informing prices and element of communication. Sale Order: Sale process confirmed, the customer already have a compromise with us in terms of pay an invoice and receive our product or service.

Originally OpenERP manage only 1 sequence for this 2 documents, then the sales order won and lost manage the same sequence losting almost all lost quotations in terms of sequences, making so difficult understand qith a quick view if we are good or bad in terms of logistic and sale process already confirmed.

Technical Explanation:

When you create a quotation, it is numbered using the 'sale.quotation' sequence. When you confirm a quotation, its orginal number is saved in the 'origin' field and the sale order gets a new number, retrieving it from 'sale.order' sequence.

With Openerp Base.

Sale Quotation 1 Number = SO001 Sale Quotation 2 Number = SO002 Sale Quotation 3 Number = SO003 Sale Quotation 4 Number = SO004

Sale Quotation 2 Confirmed = Number for Sale Order SO004

With Openerp + This Module.

Sale Quotation 1 Number = SQ001 Sale Quotation 2 Number = SQ002 Sale Quotation 3 Number = SQ003 Sale Quotation 4 Number = SQ004

Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale Quotation SQ002

Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale Quotation SQ001

Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale Quotation SQ004

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Asked: 6/24/13, 8:31 AM
Seen: 6220 times
Last updated: 9/22/15, 4:41 AM