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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?

아바타
취소

Hello santosh

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

작성자

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.

베스트 답변

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
    }
아바타
취소
작성자

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

베스트 답변

Hello santosh

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

아바타
취소
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