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ID
0011076
TypeCategorySeverityReproducibilityDate SubmittedLast Update
defect[Openbravo ERP] 07. Sales managementminoralways2009-10-21 18:582012-04-02 06:10
ReporterRenateNieuwkoopView Statuspublic 
Assigned Tonaiaramartinez 
PrioritynormalResolutionfixedFixed in Version
StatusclosedFix in branchpiFixed in SCM revision74e4b296a872
ProjectionnoneETAnoneTarget Version
OSAnyDatabasePostgreSQLJava version
OS VersionDatabase versionAnt version
Product Version2.50MP5SCM revision 
Review Assigned To
Web browser
ModulesCore
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary

0011076: Sales Dimensional Report: labels of 'Commercial Document' and 'Commercial File' need relabelling

DescriptionSales 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.
Proposed SolutionPlease 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).
TagsOB3-Reviewed, VMA-Reviewed
Attached Filesjpg file icon 211009filtersSalesDimensionalReport.jpg [^] (101,576 bytes) 2009-10-21 18:58

- Relationships Relation Graph ] Dependency Graph ]

-  Notes
(0046038)
naiaramartinez (developer)
2012-03-05 12:18

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'.
(0046354)
hgbot (developer)
2012-03-13 16:56

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'

---
M src-db/database/sourcedata/AD_TEXTINTERFACES.xml
M src/org/openbravo/erpCommon/ad_reports/ReportSalesDimensionalAnalyzeJRFilter.html
---
(0046355)
hgbot (developer)
2012-03-13 16:56

Repository: erp/devel/pi
Changeset: e9309e706852772f45dca87c84361fa91e04944b
Author: Víctor Martínez Romanos <victor.martinez <at> openbravo.com>
Date: Tue Mar 13 16:53:45 2012 +0100
URL: http://code.openbravo.com/erp/devel/pi/rev/e9309e706852772f45dca87c84361fa91e04944b [^]

Issue 11076: updated copyright year

---
M src/org/openbravo/erpCommon/ad_reports/ReportSalesDimensionalAnalyzeJRFilter.html
---
(0046356)
vmromanos (manager)
2012-03-13 16:56

code review + testing OK
(0047121)
hudsonbot (developer)
2012-04-02 06:10

A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/7814864461ac [^]

Maturity status: Test
(0047122)
hudsonbot (developer)
2012-04-02 06:10

A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/7814864461ac [^]

Maturity status: Test

- 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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