Based on this requirement "When a sales order is confirmed an item is put on the salesman's calendar to urge a follow-up call to customer to gauge satisfaction and cross-sell" how to apply in openerp 7?
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You can inherit the method called by the 'confirm' button : def action_button_confirm(self, cr, uid, ids, context=None)
in addons/sale/sale.py file at line n°576 approximatively :
def action_button_confirm(self, cr, uid, ids, context=None):
assert len(ids) == 1, 'This option should only be used for a single id at a time.'
wf_service = netsvc.LocalService('workflow')
wf_service.trg_validate(uid, 'sale.order', ids[0], 'order_confirm', cr)
# redisplay the record as a sales order
view_ref = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'sale', 'view_order_form')
view_id = view_ref and view_ref[1] or False,
return {
'type': 'ir.actions.act_window',
'name': _('Sales Order'),
'res_model': 'sale.order',
'res_id': ids[0],
'view_type': 'form',
'view_mode': 'form',
'view_id': view_id,
'target': 'current',
'nodestroy': True,
}
and here you create your object.
Is it possible to add product item in salesperson calendar?....
Not directly, but you can create a meeting object with all references to your product.
please can u provide more details. I think 1) crm.metting object inherit add column product_id many2one fields 2) action_button_confirm method Inherit crm.metting calendar confirmed order date show product items add is it right way?
I don't understand why you want to use product? You should use sale order.
ok thanks i will try using sale order