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Hello,
I am wanting to show Purchase orders in list view on the Vendor page down where the Company Information tab is.
I did see another question here concerning Sales Quotes and Invoices but I can't figure out how to convert that to what I am needing.
Any assistance is much appreciated.
Thank you
They are already available via a Smart Button at the top of the Vendor Form View:
The Notebook is not a good way to show more than a handful of related records. Users typically want to sort and filter once there are more than around one dozen.
The button is one click from the Vendor record and offers more functionality than a list via a Notebook tab (which would also require a click).
I can't see any benefit to the change being requested, and some clear drawbacks.
The request is due to the higher ups seeing it as one less click if it's listed in the notebook section as a list and can click directly on the PO they want of that vendor and go directly to it.
They see the button as an extra step that is not needed if the list is already present and details can be seen at a glance with more info a single click away.
I am sure it can be done, however I am still learning Odoo and not yet familiar enough to truly tackle this solo. You make a valid point that I did bring up but at the end of the day...
Thank you for the feedback.
The work involved in getting into a car, starting it up and driving it down the road involves over 50 individual steps in 18 categories.
This is, of course, only something that is experienced during the first group of driving lessons. Experienced drivers will tell you all they do is "get in the car", "start the car" and "drive down the road".
Steps merge and essentially disappear into muscle memory over time.
What seems like "one extra click" during the first few attempts at using Odoo will, I guarantee, disappear into muscle memory and not be noticed when Users are experts at the tools.
If you ask drivers during their first lesson if they have any suggestions to simplify the experience, you will get a long list of things to eliminate, merge or modify. If you instead encourage them to learn how to drive, none of them will remember any of their suggestions after a few months.
I made that argument and was told to do it anyway ( as mentioned in above post ) It was at that time that I asked for help. Appears that I won't get any other than "too bad... do it this way". I will figure it out.
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I need to clarify that I am using Odoo 17.2 CE. I also would like to be able to click on the line item and go to the Purchase Order of that vendor.
Again any help is appreciated.