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TypeCategorySeverityReproducibilityDate SubmittedLast Update
feature request[Openbravo ERP] 07. Sales managementminoralways2010-09-28 19:182010-11-08 12:20
ReporterRenateNieuwkoopView Statuspublic 
Assigned Torgoris 
PrioritynormalResolutionopenFixed in Version
StatusnewFix in branchFixed in SCM revision
ProjectionnoneETAnoneTarget Version
OSAnyDatabaseAnyJava version
OS VersionDatabase versionAnt version
Product Version2.50MP21SCM revision 
Review Assigned To
Web browser
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo

0014723: Sales order created from expense sheet does have a value for the Sales representative

DescriptionWhen a BP has a Sales Representative selected in the BP setup, when creating a sales order for that BP for expenses, the Sales Representative should appear on the Sales order.
Steps To ReproduceSelect a BP that you will use on your expense sheet (easiest is to go to the expense sheet and in the lines select a project and see what BP is related, then cancel out of it and go to the BP setup)
Enter a Sales Representative that is setup correctly (easiest is to start entering a Sales order manually and see what sales representatives are in the list in the header).

Now that you have a BP with a sales representative assigned, enter a expense sheet with 'invoiceable' selected for that BP and process it.
Go to 'Create sales orders from expenses' and select that BP and today's day
Go to the Sales order that was created. The field of Sales Representative is blank (see snapshots).

For snapshot 3 I reactivated the sales order and selected the Sales representative that was configured in the BP setup, to show that the value was available there.
TagsNo tags attached.
Attached Filespng file icon 280910SR1.png [^] (75,240 bytes) 2010-09-28 19:18

png file icon 280910SR2.png [^] (74,371 bytes) 2010-09-28 19:23

png file icon 280910SR3.png [^] (79,918 bytes) 2010-09-28 19:23

- Relationships Relation Graph ] Dependency Graph ]

-  Notes
RenateNieuwkoop (reporter)
2010-10-08 11:45

As clarified by development,the current design is that the Sales Representative field in the Sales order is not related to the BP that is entered.
In the core it is defaulting to blank and needs to be updated.

I have changed the type from bug to feature request.
I would be great if the sales representative would be a value that gets loaded upon selection of the BP. The BP has this value of sales representative setup in the customer tab. Only in the case that the BP setup doesn't have a sales representative it should be blank, otherwise it should populate the value wit the possibility to manually overwrite.
maria_perez (reporter)
2010-11-08 12:20

Required specificacions would be the following:

- If Expense Sheet line has a Project with a Sales Representative configured ==> then it will be asigned to the Sales Order.
- If Expense Sheet line does not have a project or the project does not have a Sales Representative set and the expense line has the Reinvoicing field checked ==> the sales representative of the reinvoiced business partner will be asigned to the sales order header.
- If no sales representative is assigned neither to the project nor to the reinvoiced business partner ==> the sales representative is left blank.

- Issue History
Date Modified Username Field Change
2010-09-28 19:18 RenateNieuwkoop New Issue
2010-09-28 19:18 RenateNieuwkoop Assigned To => adrianromero
2010-09-28 19:18 RenateNieuwkoop File Added: 280910SR1.png
2010-09-28 19:20 RenateNieuwkoop Target Version => 2.50MP23
2010-09-28 19:23 RenateNieuwkoop File Added: 280910SR2.png
2010-09-28 19:23 RenateNieuwkoop File Added: 280910SR3.png
2010-10-08 11:45 RenateNieuwkoop Note Added: 0031677
2010-10-08 11:45 RenateNieuwkoop Type defect => feature request
2010-10-08 11:45 RenateNieuwkoop Target Version 2.50MP23 =>
2010-10-08 11:56 RenateNieuwkoop Assigned To adrianromero => RenateNieuwkoop
2010-10-08 11:57 RenateNieuwkoop Assigned To RenateNieuwkoop => rgoris
2010-11-08 12:20 maria_perez Note Added: 0032466

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