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Help

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

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sequencequotationprefix
5 Replies
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Bonnet Denis

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?

1
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Francesco OpenCode
Jawaban Terbai

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.

4
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PT SIVI
Jawaban Terbai

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

Find Sales Order

3
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Sakthi Priya
Jawaban Terbai

You may use sale quotation numeration app from odoo app store 

0
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binalcparekh26@gmail.com
Jawaban Terbai

Setting  then select activate Developer mode 

then Technical next Sequence and identifier next  select sequence next  select sales.order next  select Edit button next  change sequence number 

Deactivate Developer mode

0
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Ray Carnes
Jawaban Terbai

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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