Openbravo Issue Tracking System - Openbravo ERP |
| View Issue Details |
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| ID | Project | Category | View Status | Date Submitted | Last Update |
| 0000334 | Openbravo ERP | 08. Project and service management | public | 2008-05-16 16:58 | 2011-02-04 09:16 |
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| Reporter | rafaroda | |
| Assigned To | rmorley | |
| Priority | low | Severity | minor | Reproducibility | N/A |
| Status | acknowledged | Resolution | open | |
| Platform | | OS | 20 | OS Version | Ubuntu 7.10 |
| Product Version | | |
| 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 | 0000334: Filters by Project in Sales processes |
| Description | * Create Shipment from Orders
* Create Invoices From Orders
* Generate Invoices
Could have a filter by Project. |
| Steps To Reproduce | In Sales Management > Transactions
* Create Shipment from Orders
* Create Invoices From Orders
* Generate Invoices |
| Proposed Solution | |
| Additional Information | |
| Tags | No tags attached. |
| Relationships | | blocks | feature request | 0000502 | | acknowledged | rmorley | Projects enhancements |
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| Attached Files | |
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| Issue History |
| Date Modified | Username | Field | Change |
| 2008-05-16 16:58 | rafaroda | New Issue | |
| 2008-05-16 16:58 | rafaroda | Assigned To | => cromero |
| 2008-05-19 19:11 | cromero | Assigned To | cromero => pjuvara |
| 2008-05-19 19:24 | pjuvara | Note Added: 0000250 | |
| 2008-05-19 19:24 | pjuvara | Assigned To | pjuvara => rafaroda |
| 2008-05-19 19:24 | pjuvara | Status | new => feedback |
| 2008-05-19 19:24 | pjuvara | Assigned To | rafaroda => pjuvara |
| 2008-05-20 08:06 | rafaroda | Note Added: 0000251 | |
| 2008-05-20 09:50 | pjuvara | Status | feedback => new |
| 2008-05-20 09:50 | pjuvara | Status | new => acknowledged |
| 2008-05-20 09:51 | pjuvara | Note Added: 0000253 | |
| 2008-05-20 09:51 | pjuvara | Category | 07. Sales management => 08. Project and service management |
| 2008-05-30 19:55 | pjuvara | Relationship added | blocks 0000502 |
| 2008-07-21 15:29 | rafaroda | Assigned To | pjuvara => rafaroda |
| 2008-11-10 14:25 | rafaroda | Assigned To | rafaroda => pjuvara |
| 2011-02-04 09:16 | jpabloae | Assigned To | pjuvara => rmorley |
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Notes |
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Rafa,
can you please explain better the business flow that requires this new feature?
Why is it important?
Thanks,
Paolo |
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While working with Project & Service management module, the normal workflow is:
1) Create a new project.
2) Generate Sales Orders for this project.
3) Create new expense sheets for this project.
4) Generate Sales Orders for these expense sheets.
The following step would be go to Sales management module and invoice these sales orders. Since multiple business partners could have taken part in one project, it is very useful to generate shipments and invoices filtered by a certain project. |
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Although this is a change for the Sales module, it impacts the project flows. |
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