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How to create new filed in existing module and maintain data through out process

v7
By
Santhoshkumar
on 2/3/14, 7:40 AM 1,363 views

I want to create the new fields in CRM and i want to maintain those data till end of purchase.

Could any one help me?

Hello santosh

Do u want to pass your data from CRM to Purchase order form?

shashank verma
on 2/3/14, 7:44 AM

Hi shashank verma, Thanks for your help, I have added new field in crm module(lead creation) like industry name..etc i want that data should be present in next stages like opportunity->quotation->sales order.

Santhoshkumar
on 2/3/14, 7:57 AM
1
shashank verma
On 2/3/14, 8:04 AM

Use workflows and create new function which dynamically passes your data from one form to another on click of the button

lets assume sale module which dynamically pass your sale order line information to purchase order.

Example

def _prepare_order_line_procurement(self, cr, uid, order, line, move_id, date_planned, context=None):

    return {
        'name': line.name,
        'origin': order.name,
        'date_planned': date_planned,
        'product_id': line.product_id.id,
        'product_qty': line.product_uom_qty,
        'product_uom': line.product_uom.id,
        'product_uos_qty': (line.product_uos and line.product_uos_qty)\
                or line.product_uom_qty,
        'product_uos': (line.product_uos and line.product_uos.id)\
                or line.product_uom.id,
        'location_id': order.shop_id.warehouse_id.lot_stock_id.id,
        'procure_method': line.type,
        'move_id': move_id,
        'company_id': order.company_id.id,
        'note': line.notes
    }

Thanks Mr.shashank verma, I ll try this procedure.

Santhoshkumar
on 2/3/14, 8:08 AM
0
shashank verma
On 2/3/14, 7:43 AM

Hello santosh

Do u want to pass your data from CRM to Purchase order form?

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Asked: 2/3/14, 7:40 AM
Seen: 1363 times
Last updated: 3/16/15, 8:10 AM