| 2014-08-11 22:42:47 |
Fabien (Open ERP) |
description |
Hello,
How to reproduce
-------------------------------
runbot + sale_crm module installed.
Create a new prospect like this:
subject: 'new project'
company name: 'CompanyX'
contact name: 'Joe'
convert the lead it to an opportunity with the default settings (eg create new partner).
By default the opportunity is related to the new contact Joe, who has been correctly created as a contact of CompanyX.
But notice this is debatable whether it's good or not to link the opportunity to Joe instead of CompanyX. Indeed, CompanyX may have many contacts and this makes it hard to manage your opportunities by the companies behind the contacts.
But there is worse:
Now convert the opportunity to a new quote using default settings.
By default: the new quote will be related to Joe, not CompanyX!!
That is if you continue the flow, who will be invoiced will be Joe, not CompanyX, that is the accounting with CompanyX is going to be all wrong.
Expected behavior
-------------------------------
1) at the very least, in such case, the default address/company for the quote conversion should be the parent CompanyX instead of contact Joe.
2) eventually, the opportunity could be related to CompanyX too instead of Joe. Eventually this could be an option and eventually the opportunity would be related to CompanyX but mentioning in some field the Joe contact.
Hope to see this fixed. I think today the CRM acts as a "discover OpenERP" channel, it can not be that broken. And behavior was correct in 6.1 at least, so this is a regression and regressions aren't good. |
Hello,
How to reproduce
-------------------------------
<a href="https://odoo.com">Odoo New Website</a>
[https://www.odoo.com|odoo]
runbot + sale_crm module installed.
Create a new prospect like this:
subject: 'new project'
company name: 'CompanyX'
contact name: 'Joe'
convert the lead it to an opportunity with the default settings (eg create new partner).
By default the opportunity is related to the new contact Joe, who has been correctly created as a contact of CompanyX.
But notice this is debatable whether it's good or not to link the opportunity to Joe instead of CompanyX. Indeed, CompanyX may have many contacts and this makes it hard to manage your opportunities by the companies behind the contacts.
But there is worse:
Now convert the opportunity to a new quote using default settings.
By default: the new quote will be related to Joe, not CompanyX!!
That is if you continue the flow, who will be invoiced will be Joe, not CompanyX, that is the accounting with CompanyX is going to be all wrong.
Expected behavior
-------------------------------
1) at the very least, in such case, the default address/company for the quote conversion should be the parent CompanyX instead of contact Joe.
2) eventually, the opportunity could be related to CompanyX too instead of Joe. Eventually this could be an option and eventually the opportunity would be related to CompanyX but mentioning in some field the Joe contact.
Hope to see this fixed. I think today the CRM acts as a "discover OpenERP" channel, it can not be that broken. And behavior was correct in 6.1 at least, so this is a regression and regressions aren't good. |
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