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salesman calendar add item details

on 7/8/13, 7:28 AM 2,096 views

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?


Bonnet Denis

--Bonnet Denis--
| 5 6 8
St avé, France
--Bonnet Denis--

CEO/ODOO expert at Talyes.in

Bonnet Denis
On 7/8/13, 11:06 AM

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?....

on 7/8/13, 11:22 AM

Not directly, but you can create a meeting object with all references to your product.

Bonnet Denis
on 7/8/13, 11:48 AM

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?

on 7/9/13, 5:07 AM

I don't understand why you want to use product? You should use sale order.

Bonnet Denis
on 7/9/13, 5:46 AM

ok thanks i will try using sale order

on 7/9/13, 5:51 AM

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Asked: 7/8/13, 7:28 AM
Seen: 2096 times
Last updated: 3/16/15, 8:10 AM