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0009656Openbravo ERP08. Project and service managementpublic2009-06-26 11:432009-08-22 00:00
arunkumar 
arunkumar 
normalmajoralways
closedno change required 
5
2.50MP2 
 
Core
No
0009656: Copy details in Multi Phase project does not copy all the details to the copied project
Create a multi phase project with project phases and tasks filled. Use "Copy Details" button to copy the existing details to another project. But it does not copy all the details.
# Go to Project & Service Management->Transactions->Multiphase Project
# Click New and fill:

    * Search Key: cca
    * Name: Consultancy for Customer A

# Click on Set Project Type button and select Technical consultancy. Click OK
# Go back to Multiphase Project tab.
# Edit Consultancy for Customer A and fill:

    * Business Partner: CUSTOMER A

# Edit:

    * Sales representative: Sales A

# Click on Change Project Status button.
# Verify that:

    * Project Status is Order.
    * Price List is CUSTOMER A.

# Go to Project Phase tab.
# Move to Project preparation and click on Create Sales Order from Project Phase button. Click OK
# Issues to verify:

    * Create Sales Order from project Phase button disappears
    * Sales Order field is completed.

# Click on Complete button in the sales order header.

# Go back to Project & Service Management->Transactions->Multiphase Project
# Select Consultancy for Customer A and click on Change Project Status button to close the project selecting Order closed option.

In the multi phase project

# Click New and fill:

    * Search Key: ccacopy
    * Name: Consultancy for Customer A Copy

Click the "Copy Details" button to copy the details from the existing projetc to the new project.

All the details are not get copied.
Differences between the existing project and copied project are listed out in the attached word document with the screenshots
250MP2QAcylce
doc CopyDetails.doc (303,104) 2009-06-26 11:43
https://issues.openbravo.com/file_download.php?file_id=1475&type=bug
Issue History
2009-06-26 11:43arunkumarNew Issue
2009-06-26 11:43arunkumarAssigned To => rafaroda
2009-06-26 11:43arunkumarFile Added: CopyDetails.doc
2009-06-26 12:52arunkumarSeverityminor => major
2009-06-26 12:52arunkumarTag Attached: 250MP2QAcylce
2009-06-29 11:35arunkumarSteps to Reproduce Updated
2009-06-30 18:41psarobeStatusnew => scheduled
2009-06-30 18:41psarobefix_in_branch => pi
2009-08-20 08:36balamuruganAssigned Torafaroda => balamurugan
2009-08-21 08:33balamuruganNote Added: 0019167
2009-08-21 08:35balamuruganNote Edited: 0019167
2009-08-21 08:35balamuruganNote Edited: 0019167
2009-08-21 10:04rafarodaStatusscheduled => feedback
2009-08-21 10:09arunkumarAssigned Tobalamurugan => arunkumar
2009-08-21 10:09arunkumarStatusfeedback => scheduled
2009-08-21 10:11arunkumarStatusscheduled => closed
2009-08-21 10:11arunkumarNote Added: 0019169
2009-08-21 10:11arunkumarResolutionopen => no change required
2009-08-22 00:00anonymoussf_bug_id0 => 2842265

Notes
(0019167)
balamurugan   
2009-08-21 08:33   
(edited on: 2009-08-21 08:35)
As per the business functionality, the Business Partner and Sales Representative fields are not copied when we do click "Copy Details" button to copy the details from existing project to the new one.
But if the existing project is a Multiphase project(i.e project category="S") then the project phases and project tasks related to that existing project should be copied to the new one.
If it is a Service Project, then the project line items should be copied to the new one.

(0019169)
arunkumar   
2009-08-21 10:11   
As I discussed with Balamurugan (Developer) he told me

(1) Business Partner and Sales Representative fields are not copied when we do click "Copy Details" button to copy the details from existing project to the new one.

(2) If the existing project is a Multiphase project(i.e project category="S") then the project phases and project tasks related to that existing project should be copied to the new one.

So I agree with the comments. So I close this issue.