c2c-oerpscenario team mailing list archive

[laxman patil <732518@xxxxxxxxxxxxxxxxxx>]

Public bug reported:

object crm.lead

In opportunity form when we press button "convert to quot" it opens the form "Make Quotation"
as shown in the attached image. 
It shows the customer name of current opportunity. 
But if we press search button then it opens the whole partner list instead of only customer list.
Wh
This customer list should shows only the list of the customer which belongs to only that sales team of current user.

Also in sales order, To create new supply order. when you select the
customer it shows only customer list, but it shows the customer list of
all the sales team for a particular sales team user, which may be not
required in some organization.

This could be improvement.

** Affects: openobject-addons
     Importance: Undecided
         Status: New

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https://bugs.launchpad.net/bugs/732518

Title:
  6.0.1 CRM - Opportunity - convert to quot problem

Status in OpenERP Modules (addons):
  New

Bug description:
  object crm.lead

  In opportunity form when we press button "convert to quot" it opens the form "Make Quotation"
  as shown in the attached image. 
  It shows the customer name of current opportunity. 
  But if we press search button then it opens the whole partner list instead of only customer list.
  Wh
  This customer list should shows only the list of the customer which belongs to only that sales team of current user.

  Also in sales order, To create new supply order. when you select the
  customer it shows only customer list, but it shows the customer list
  of all the sales team for a particular sales team user, which may be
  not required in some organization.

  This could be improvement.