Openbravo Issue Tracking System - Openbravo ERP | |||||
| View Issue Details | |||||
| ID | Project | Category | View Status | Date Submitted | Last Update |
| 0004356 | Openbravo ERP | 02. Master data management | public | 2008-07-09 10:14 | 2011-02-04 09:16 |
| Reporter | plujan | ||||
| Assigned To | rmorley | ||||
| Priority | normal | Severity | minor | Reproducibility | have not tried |
| Status | acknowledged | Resolution | open | ||
| Platform | OS | 10 | OS Version | XPsp2 | |
| Product Version | 2.40beta | ||||
| 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 | ||||
| Summary | 0004356: Improve Business Partner management when used for Sales Representatives | ||||
| Description | Currently, on OpenbravoERP it is very difficult to set up a Business Partner to act as Sales Representative. For example, on Sales Dimensional Report there are two fields for filtering, Commercial Document and Commercial File. The first one shows the Business Partners, with the Sales Representative check on Employee tab and with a Contact filled in Contact tab. The second shows the same, but adding those with no contacts. It is very hard to figure out what these fields contain, and the whole process to setting this up is not intuitive at all. | ||||
| Steps To Reproduce | |||||
| Proposed Solution | Users should have a way to find out the conceptual link between the fields and the conditions. A Commercial is a concept that is not used when creating Business Partner. And is almost a Sales Representative, but "Commercial Document" is one and "Commercial File" is other subset of Sales Representative. Adding info on related Help file would be also a good practice. | ||||
| Additional Information | |||||
| Tags | ReleaseCandidate, Usability | ||||
| Relationships | |||||
| Attached Files | |||||
| Issue History | |||||
| Date Modified | Username | Field | Change | ||
| 2008-07-09 10:14 | plujan | New Issue | |||
| 2008-07-09 10:14 | plujan | Assigned To | => pjuvara | ||
| 2008-07-09 10:14 | plujan | sf_bug_id | 0 => 2014047 | ||
| 2008-11-16 15:09 | pjuvara | Tag Attached: ReleaseCandidate | |||
| 2008-11-16 15:09 | pjuvara | Tag Attached: Usability | |||
| 2008-11-16 15:10 | pjuvara | Status | new => acknowledged | ||
| 2011-02-04 09:16 | jpabloae | Assigned To | pjuvara => rmorley | ||
| There are no notes attached to this issue. |