Openbravo Issue Tracking System - Openbravo ERP |
| View Issue Details |
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| ID | Project | Category | View Status | Date Submitted | Last Update |
| 0011076 | Openbravo ERP | 07. Sales management | public | 2009-10-21 18:58 | 2012-04-02 06:10 |
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| Reporter | RenateNieuwkoop | |
| Assigned To | naiaramartinez | |
| Priority | normal | Severity | minor | Reproducibility | always |
| Status | closed | Resolution | fixed | |
| Platform | | OS | 5 | OS Version | |
| Product Version | 2.50MP5 | |
| Target Version | | Fixed in Version | | |
| Merge Request Status | |
| Review Assigned To | |
| OBNetwork customer | |
| Web browser | |
| Modules | Core |
| Support ticket | |
| Regression level | |
| Regression date | |
| Regression introduced in release | |
| Regression introduced by commit | |
| Triggers an Emergency Pack | No |
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| Summary | 0011076: Sales Dimensional Report: labels of 'Commercial Document' and 'Commercial File' need relabelling |
| Description | Sales Management || Analysis Tools || Sales Dimensional Report || Sales Dimensional Report
The secondary filter has the fields 'Commercial Document' and 'Commercial File'.
These descriptions are not very clear of what the content is.
According to the test done by DataFashion the value in the fields are:
Commercial Document: the Sales Rep in the company
Commercial File: a BP that is flagged as Sales rep
These labels should be rewritten to something more meaningful and there should be an explanation in the help text for these fields. |
| Steps To Reproduce | |
| Proposed Solution | Please treat as defect and not as a feature request.
The labels should be:
Sales Representative on Sales Order
Sales Representative on Business Partner
Both lists should contain the list of sales representative. The first field is used to analyze sales orders that were closed by a particular business partner (the sales rep filter is applied to the sales order); the second field is used to analyze sales orders that are related to business partners for which a particular sales rep is responsible for (the sales rep filter is applied to the business partner).
In most cases the results are the same but they could differ if a customer is moved from one sales rep to the next. The new sales reps might want to use the second filter to see the activities of all their customers (regardless of whom closed the deal) while the old sales reps might want to use the first filter to see the orders they closed (regardless of whom manages the customer now).
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| Additional Information | |
| Tags | OB3-Reviewed, VMA-Reviewed |
| Relationships | |
| Attached Files |  211009filtersSalesDimensionalReport.jpg (101,576) 2009-10-21 18:58
https://issues.openbravo.com/file_download.php?file_id=1871&type=bug
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| Issue History |
| Date Modified | Username | Field | Change |
| 2009-10-21 18:58 | RenateNieuwkoop | New Issue | |
| 2009-10-21 18:58 | RenateNieuwkoop | Assigned To | => rafaroda |
| 2009-10-21 18:58 | RenateNieuwkoop | File Added: 211009filtersSalesDimensionalReport.jpg | |
| 2009-10-22 12:56 | rafaroda | Assigned To | rafaroda => pjuvara |
| 2009-10-23 15:25 | andreaferaco | Issue Monitored: andreaferaco | |
| 2009-12-21 14:06 | pjuvara | Assigned To | pjuvara => rafaroda |
| 2009-12-21 14:06 | pjuvara | Type | feature request => defect |
| 2009-12-21 14:06 | pjuvara | Steps to Reproduce Updated | |
| 2010-02-11 11:20 | rafaroda | Assigned To | rafaroda => adrianromero |
| 2011-06-03 11:00 | dalsasua | Assigned To | adrianromero => dalsasua |
| 2011-07-20 18:10 | dalsasua | Assigned To | dalsasua => jonalegriaesarte |
| 2011-11-24 15:59 | jonalegriaesarte | Tag Attached: OB3-Reviewed | |
| 2012-02-15 19:03 | iciordia | Assigned To | jonalegriaesarte => vmromanos |
| 2012-02-16 18:12 | vmromanos | Tag Attached: VMA-Reviewed | |
| 2012-03-05 12:15 | naiaramartinez | Assigned To | vmromanos => naiaramartinez |
| 2012-03-05 12:15 | naiaramartinez | Status | new => scheduled |
| 2012-03-05 12:15 | naiaramartinez | fix_in_branch | => pi |
| 2012-03-05 12:18 | naiaramartinez | Note Added: 0046038 | |
| 2012-03-13 16:56 | hgbot | Checkin | |
| 2012-03-13 16:56 | hgbot | Note Added: 0046354 | |
| 2012-03-13 16:56 | hgbot | Status | scheduled => resolved |
| 2012-03-13 16:56 | hgbot | Resolution | open => fixed |
| 2012-03-13 16:56 | hgbot | Fixed in SCM revision | => http://code.openbravo.com/erp/devel/pi/rev/74e4b296a872d1c7ca6b4ac865e841ead89ada39 [^] |
| 2012-03-13 16:56 | hgbot | Checkin | |
| 2012-03-13 16:56 | hgbot | Note Added: 0046355 | |
| 2012-03-13 16:56 | vmromanos | Note Added: 0046356 | |
| 2012-03-13 16:56 | vmromanos | Status | resolved => closed |
| 2012-04-02 06:10 | hudsonbot | Checkin | |
| 2012-04-02 06:10 | hudsonbot | Note Added: 0047121 | |
| 2012-04-02 06:10 | hudsonbot | Checkin | |
| 2012-04-02 06:10 | hudsonbot | Note Added: 0047122 | |
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Notes |
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Now, if you go to 'Sales Dimensional Report' window, you can see that the labels have been changed: 'Sales Representative on Sales Order' instead of 'Commercial Document' and 'Sales Representative on Business Partner' instead of 'Commercial File'. |
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(0046354)
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hgbot
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2012-03-13 16:56
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Repository: erp/devel/pi
Changeset: 74e4b296a872d1c7ca6b4ac865e841ead89ada39
Author: Naiara Martinez <naiara.martinez <at> openbravo.com>
Date: Mon Mar 05 12:12:32 2012 +0100
URL: http://code.openbravo.com/erp/devel/pi/rev/74e4b296a872d1c7ca6b4ac865e841ead89ada39 [^]
fixed bug 11076 Change labels in Sales Dimensional Report
Now you can see 'Sales Representative On Sales Order' instead of 'Commercial Document' and 'Sales Representative on Business Partner' instead of 'Commercial File'
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M src-db/database/sourcedata/AD_TEXTINTERFACES.xml
M src/org/openbravo/erpCommon/ad_reports/ReportSalesDimensionalAnalyzeJRFilter.html
---
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(0046355)
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hgbot
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2012-03-13 16:56
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