This is my proposed solution for addresses and contacts in V7 as different from V6. Please feel free to add comments/suggestions. I will use a customer as the basis, works the same for auppliers.
Under confi/sales - allow different delivery address to be checked.
- Create the customer and add a contact named 'shipping address' for each shipping address required and 'invoicing address' for each invoicing address required (assuming these are not the same as the address on the company record). Save.
- Edit each contact address created - select the correct address type and uncheck the 'use company address checkbox' and enter the correct address. Under the Sales and Purchases tab, uncheck the customer checkbox.
- Add contacts in the normal way.
In the Customers view, filter for Customers and save as a customer filter (you may wish to share with all users). This will provide a view of customers only, rather than customers and contacts.
Reset the Customers view, and create a customer filter under advanced search - Related Company Is Set - save this (an optionally share) as a Customer Filter = Contacts.
You now have two simple filters to see only customers or only contacts.
In sales order processing, as you enter the customer name you will see both the company and the contacts which is not great (in my opinion) but even if you select a contact in error the ultimate invoice will be to the company not the contact. I can see my first V7 customer wanting the list to be filtered for customers (hint to OpenERP:))
If you do select the customer and they have a shipping address/ invoice address set up then they default in.
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|Asked: 3/14/13, 12:55 AM|
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|Last updated: 3/16/15, 8:10 AM|