6.0.1 CRM - Opportunity - convert to quot problem

Bug #732518 reported by laxman patil
8
This bug affects 1 person
Affects Status Importance Assigned to Milestone
Odoo Addons (MOVED TO GITHUB)
Fix Released
Low
OpenERP R&D Addons Team 1

Bug Description

object crm.lead

In opportunity form when we press button "convert to quot" it opens the form "Make Quotation"
as shown in the attached image.
It shows the customer name of current opportunity.
But if we press search button then it opens the whole partner list instead of only customer list.
Wh
This customer list should shows only the list of the customer which belongs to only that sales team of current user.

Also in sales order, To create new supply order. when you select the customer it shows only customer list, but it shows the customer list of all the sales team for a particular sales team user, which may be not required in some organization.

This could be improvement.

Related branches

Revision history for this message
laxman patil (laxmanp) wrote :
Changed in openobject-addons:
status: New → Confirmed
Revision history for this message
Amit Parik (amit-parik) wrote :

Hello,

I am confirming this bug only related to issue of opportunity.

And from the second issue (Also in sales order, To create new supply order. when you select the customer it shows only customer list, but it shows the customer list of all the sales team for a particular sales team user, which may be not required in some organization.) I have set as a "Opinion".

Thanks.

Changed in openobject-addons:
assignee: nobody → OpenERP R&D Addons Team 1 (openerp-dev-addons1)
importance: Undecided → Low
Jigar A. (ifixthat)
Changed in openobject-addons:
status: Confirmed → In Progress
Revision history for this message
tfr (Openerp) (tfr) wrote :

Hello,
we are totally agree with the fact the in make quotation only customer should be displayed
but what you ask about customer specific to a sales teams is to specific.
Some company need this restriction and some other don't need, so we prefer to remains with less constraint that is more easy for new user, despite the fact that a user can be member of different sales team that make the situation more complicated.

So we will fix the first part of the bug.

Jigar A. (ifixthat)
Changed in openobject-addons:
status: In Progress → Fix Committed
Revision history for this message
Lucas (lucasbrosnon) wrote :

guys where is it fixed?

Revision history for this message
Jigar A. (ifixthat) wrote :

Hello Lucas,
       It has been fixed and committed ti lp:~openerp-dev/openobject-addons/trunk-bug-732518-jam and proposed for merging to lp:openobject-addons, so soon it will be in addons.
Thank You

tfr (Openerp) (tfr)
Changed in openobject-addons:
status: Fix Committed → Fix Released
Revision history for this message
laxman patil (laxmanp) wrote : RE: [Bug 732518] Re: 6.0.1 CRM - Opportunity - convert to quot problem

Thanks,

    This type of same bug is may be in sales order line as shown in attached file.
Allotment of partner -> search button -> shows all the partners.

Please check it out.

Regards
Laxman Patil

-----Original Message-----
From: <email address hidden> on behalf of Jigar Amin - OpenERP
Sent: Mon 3/14/2011 10:15 AM
To: Laxman Patil
Subject: [Bug 732518] Re: 6.0.1 CRM - Opportunity - convert to quot problem

Hello Lucas,
       It has been fixed and committed ti lp:~openerp-dev/openobject-addons/trunk-bug-732518-jam and proposed for merging to lp:openobject-addons, so soon it will be in addons.
Thank You

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https://bugs.launchpad.net/bugs/732518

Title:
  6.0.1 CRM - Opportunity - convert to quot problem

Status in OpenERP Modules (addons):
  Fix Committed

Bug description:
  object crm.lead

  In opportunity form when we press button "convert to quot" it opens the form "Make Quotation"
  as shown in the attached image.
  It shows the customer name of current opportunity.
  But if we press search button then it opens the whole partner list instead of only customer list.
  Wh
  This customer list should shows only the list of the customer which belongs to only that sales team of current user.

  Also in sales order, To create new supply order. when you select the
  customer it shows only customer list, but it shows the customer list
  of all the sales team for a particular sales team user, which may be
  not required in some organization.

  This could be improvement.

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