Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
2 Odpowiedzi
3824 Widoki

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?

Awatar
Odrzuć

Hello santosh

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

Autor

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.

Najlepsza odpowiedź

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
    }
Awatar
Odrzuć
Autor

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

Najlepsza odpowiedź

Hello santosh

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

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
1
paź 25
5136
0
gru 24
10093
3
wrz 24
22465
5
gru 24
54272
4
lip 24
11324