changed naming series of opportunity, removed message field from quotation
This commit is contained in:
Anand Doshi
parent
ef7599f550
commit
d0c49f331e
@ -1,220 +1,207 @@
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[
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{
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"owner": "Administrator",
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"creation": "2013-01-18 12:35:41",
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"docstatus": 0,
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"creation": "2012-12-03 10:31:06",
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"modified": "2013-01-22 12:08:56",
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"modified_by": "Administrator",
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"modified": "2012-12-03 17:10:41"
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"owner": "Administrator"
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},
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{
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"autoname": "naming_series:",
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"description": "Potential Sales Deal",
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"doctype": "DocType",
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"document_type": "Transaction",
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"is_submittable": 1,
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"description": "Potential Sales Deal",
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"autoname": "naming_series:",
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"module": "Selling",
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"doctype": "DocType",
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"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company",
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"name": "__common__"
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"name": "__common__",
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"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company"
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},
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{
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"name": "__common__",
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"parent": "Opportunity",
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"doctype": "DocField",
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"parenttype": "DocType",
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"parentfield": "fields"
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},
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{
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"name": "__common__",
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"parent": "Opportunity",
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"read": 1,
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"parentfield": "fields",
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"parenttype": "DocType"
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},
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{
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"doctype": "DocPerm",
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"name": "__common__",
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"parent": "Opportunity",
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"parentfield": "permissions",
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"parenttype": "DocType",
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"parentfield": "permissions"
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"read": 1
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},
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{
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"name": "Opportunity",
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"doctype": "DocType"
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"doctype": "DocType",
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"name": "Opportunity"
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},
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{
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"default": "OPPTY",
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"description": "To manage multiple series please go to Setup > Manage Series",
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"no_copy": 1,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Naming Series",
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"oldfieldname": "naming_series",
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"options": "ENQUIRY\nENQ",
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"fieldname": "naming_series",
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"fieldtype": "Select",
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"reqd": 1,
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"permlevel": 0
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"label": "Naming Series",
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"no_copy": 1,
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"oldfieldname": "naming_series",
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"oldfieldtype": "Select",
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"options": "\nOPPTY",
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"permlevel": 0,
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"reqd": 1
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},
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{
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"print_hide": 1,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Opportunity From",
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"oldfieldname": "enquiry_from",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "enquiry_from",
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"fieldtype": "Select",
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"reqd": 1,
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"label": "Opportunity From",
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"oldfieldname": "enquiry_from",
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"oldfieldtype": "Select",
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"options": "\nLead\nCustomer",
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"report_hide": 0
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"permlevel": 0,
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"print_hide": 1,
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"report_hide": 0,
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"reqd": 1
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},
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{
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"print_hide": 1,
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"oldfieldtype": "Link",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Customer",
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"oldfieldname": "customer",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "customer",
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"fieldtype": "Link",
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"search_index": 0,
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"reqd": 0,
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"hidden": 0,
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"in_filter": 1,
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"label": "Customer",
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"oldfieldname": "customer",
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"oldfieldtype": "Link",
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"options": "Customer",
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"in_filter": 1
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"permlevel": 0,
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"print_hide": 1,
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"reqd": 0,
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"search_index": 0
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},
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{
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"print_hide": 1,
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"oldfieldtype": "Link",
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"doctype": "DocField",
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"label": "Lead",
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"oldfieldname": "lead",
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"trigger": "Client",
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"fieldname": "lead",
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"fieldtype": "Link",
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"hidden": 0,
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"in_filter": 1,
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"label": "Lead",
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"oldfieldname": "lead",
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"oldfieldtype": "Link",
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"options": "Lead",
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"permlevel": 0,
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"in_filter": 1
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"print_hide": 1
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},
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{
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"oldfieldtype": "Column Break",
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"doctype": "DocField",
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"width": "50%",
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"fieldname": "column_break0",
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"fieldtype": "Column Break",
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"permlevel": 0
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"oldfieldtype": "Column Break",
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"permlevel": 0,
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"width": "50%"
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},
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{
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"no_copy": 1,
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Status",
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"oldfieldname": "status",
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"default": "Draft",
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"options": "\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nOpportunity Lost\nCancelled",
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"doctype": "DocField",
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"fieldname": "status",
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"fieldtype": "Select",
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"reqd": 1,
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"permlevel": 1
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"label": "Status",
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"no_copy": 1,
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"oldfieldname": "status",
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"oldfieldtype": "Select",
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"options": "\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nOpportunity Lost\nCancelled",
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"permlevel": 1,
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"reqd": 1
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},
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{
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"oldfieldtype": "Select",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Opportunity Type",
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"oldfieldname": "enquiry_type",
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"permlevel": 0,
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"fieldname": "enquiry_type",
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"fieldtype": "Select",
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"reqd": 1,
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"options": "\nSales\nMaintenance"
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"label": "Opportunity Type",
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"oldfieldname": "enquiry_type",
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"oldfieldtype": "Select",
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"options": "\nSales\nMaintenance",
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"permlevel": 0,
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"reqd": 1
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},
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{
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Items",
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"fieldname": "items",
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"fieldtype": "Section Break",
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"label": "Items",
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"oldfieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"description": "Items which do not exist in Item master can also be entered on customer's request",
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"oldfieldtype": "Table",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Opportunity Items",
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"oldfieldname": "enquiry_details",
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"permlevel": 0,
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"fieldname": "enquiry_details",
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"fieldtype": "Table",
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"options": "Opportunity Item"
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"label": "Opportunity Items",
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"oldfieldname": "enquiry_details",
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"oldfieldtype": "Table",
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"options": "Opportunity Item",
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"permlevel": 0
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},
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{
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"description": "Keep a track of communication related to this enquiry which will help for future reference.",
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"fieldname": "communication_history",
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"fieldtype": "Section Break",
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"oldfieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"oldfieldtype": "Table",
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"colour": "White:FFF",
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"allow_on_submit": 1,
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"doctype": "DocField",
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"label": "Communication HTML",
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"oldfieldname": "follow_up",
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"fieldname": "communication_html",
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"fieldtype": "HTML",
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"label": "Communication HTML",
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"oldfieldname": "follow_up",
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"oldfieldtype": "Table",
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"permlevel": 0
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},
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{
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"doctype": "DocField",
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"label": "Contact Info",
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"fieldname": "contact_info",
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"fieldtype": "Section Break",
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"label": "Contact Info",
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"permlevel": 0
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},
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{
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"print_hide": 1,
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"doctype": "DocField",
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"label": "Contact Person",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "contact_person",
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"fieldtype": "Link",
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"in_filter": 1,
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"label": "Contact Person",
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"options": "Contact",
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"in_filter": 1
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"permlevel": 0,
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"print_hide": 1
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},
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{
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"print_hide": 1,
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"doctype": "DocField",
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"label": "Customer Address",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "customer_address",
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"fieldtype": "Link",
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"in_filter": 1,
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"label": "Customer Address",
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"options": "Address",
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"in_filter": 1
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"permlevel": 0,
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"print_hide": 1
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},
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{
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"print_hide": 0,
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"doctype": "DocField",
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"label": "Customer Name",
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"fieldname": "customer_name",
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"fieldtype": "Data",
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"permlevel": 1
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"label": "Customer Name",
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"permlevel": 1,
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"print_hide": 0
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},
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{
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"oldfieldtype": "Small Text",
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"doctype": "DocField",
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"label": "Address",
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"oldfieldname": "address",
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"fieldname": "address_display",
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"fieldtype": "Small Text",
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"hidden": 0,
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"label": "Address",
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"oldfieldname": "address",
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"oldfieldtype": "Small Text",
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"permlevel": 1
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},
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{
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@ -225,301 +212,288 @@
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},
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{
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"doctype": "DocField",
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"label": "Contact",
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"fieldname": "contact_display",
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"fieldtype": "Small Text",
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"label": "Contact",
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"permlevel": 1
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},
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{
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"doctype": "DocField",
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"label": "Contact Email",
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"fieldname": "contact_email",
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"fieldtype": "Text",
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"label": "Contact Email",
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"permlevel": 1
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},
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{
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"doctype": "DocField",
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"label": "Contact Mobile No",
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"fieldname": "contact_mobile",
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"fieldtype": "Text",
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"label": "Contact Mobile No",
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"permlevel": 1
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},
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{
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"oldfieldtype": "Data",
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"doctype": "DocField",
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"label": "Name",
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"oldfieldname": "lead_name",
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"fieldname": "lead_name",
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"fieldtype": "Data",
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"hidden": 0,
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"label": "Name",
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"oldfieldname": "lead_name",
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"oldfieldtype": "Data",
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"permlevel": 1
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},
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{
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"print_hide": 1,
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"doctype": "DocField",
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"depends_on": "eval:doc.enquiry_from==\"Customer\"",
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"description": "<a href=\"#Sales Browser/Customer Group\">To manage Territory, click here</a>",
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"search_index": 1,
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"colour": "White:FFF",
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"oldfieldtype": "Link",
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"label": "Customer Group",
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"oldfieldname": "customer_group",
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"permlevel": 0,
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"trigger": "Client",
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"doctype": "DocField",
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"fieldname": "customer_group",
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"fieldtype": "Link",
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"depends_on": "eval:doc.enquiry_from==\"Customer\"",
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"reqd": 0,
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"hidden": 0,
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"in_filter": 1,
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"label": "Customer Group",
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"oldfieldname": "customer_group",
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"oldfieldtype": "Link",
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"options": "Customer Group",
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"in_filter": 1
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"permlevel": 0,
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"print_hide": 1,
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"reqd": 0,
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"search_index": 1
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},
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{
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"print_hide": 1,
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"description": "<a href=\"#Sales Browser/Territory\">To manage Territory, click here</a>",
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"search_index": 1,
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Territory",
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"permlevel": 0,
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"trigger": "Client",
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"fieldname": "territory",
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"fieldtype": "Link",
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"reqd": 0,
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"in_filter": 1,
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"label": "Territory",
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"options": "Territory",
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"in_filter": 1
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"permlevel": 0,
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"print_hide": 1,
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"reqd": 0,
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"search_index": 1
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},
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{
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"description": "Filing in Additional Information about the Opportunity will help you analyze your data better.",
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "More Info",
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"fieldname": "more_info",
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"fieldtype": "Section Break",
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"label": "More Info",
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"oldfieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"oldfieldtype": "Column Break",
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"doctype": "DocField",
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"width": "50%",
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"fieldname": "column_break1",
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"fieldtype": "Column Break",
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"permlevel": 0
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"oldfieldtype": "Column Break",
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"permlevel": 0,
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"width": "50%"
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},
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{
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"description": "The date at which current entry is made in system.",
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"default": "Today",
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"oldfieldtype": "Date",
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"description": "The date at which current entry is made in system.",
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"doctype": "DocField",
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"label": "Opportunity Date",
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"oldfieldname": "transaction_date",
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"width": "50px",
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"fieldname": "transaction_date",
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"fieldtype": "Date",
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"label": "Opportunity Date",
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"oldfieldname": "transaction_date",
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"oldfieldtype": "Date",
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"permlevel": 0,
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"reqd": 1,
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"permlevel": 0
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"width": "50px"
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},
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{
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"print_hide": 1,
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"oldfieldtype": "Select",
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"doctype": "DocField",
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"label": "Fiscal Year",
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"oldfieldname": "fiscal_year",
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"options": "link:Fiscal Year",
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"fieldname": "fiscal_year",
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"fieldtype": "Select",
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"search_index": 1,
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"reqd": 1,
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"in_filter": 1,
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"label": "Fiscal Year",
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"oldfieldname": "fiscal_year",
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"oldfieldtype": "Select",
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"options": "link:Fiscal Year",
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"permlevel": 0,
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"in_filter": 1
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"print_hide": 1,
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"reqd": 1,
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"search_index": 1
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},
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{
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"oldfieldtype": "Select",
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"doctype": "DocField",
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"label": "Source",
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"oldfieldname": "source",
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"permlevel": 0,
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"fieldname": "source",
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"fieldtype": "Select",
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"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In"
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"label": "Source",
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"oldfieldname": "source",
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"oldfieldtype": "Select",
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"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
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"permlevel": 0
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},
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{
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"description": "Enter name of campaign if source of enquiry is campaign",
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"oldfieldtype": "Link",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Campaign",
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"oldfieldname": "campaign",
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"permlevel": 0,
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"fieldname": "campaign",
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"fieldtype": "Link",
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"options": "Campaign"
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"label": "Campaign",
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"oldfieldname": "campaign",
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"oldfieldtype": "Link",
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"options": "Campaign",
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"permlevel": 0
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},
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{
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"no_copy": 1,
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"oldfieldtype": "Small Text",
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"colour": "White:FFF",
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"depends_on": "eval:!doc.__islocal",
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"doctype": "DocField",
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"label": "Quotation Lost Reason",
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"oldfieldname": "order_lost_reason",
|
||||
"fieldname": "order_lost_reason",
|
||||
"fieldtype": "Small Text",
|
||||
"depends_on": "eval:!doc.__islocal",
|
||||
"label": "Quotation Lost Reason",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "order_lost_reason",
|
||||
"oldfieldtype": "Small Text",
|
||||
"permlevel": 1,
|
||||
"report_hide": 0
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"oldfieldtype": "Link",
|
||||
"doctype": "DocField",
|
||||
"label": "Company",
|
||||
"oldfieldname": "company",
|
||||
"options": "Company",
|
||||
"fieldname": "company",
|
||||
"fieldtype": "Link",
|
||||
"search_index": 1,
|
||||
"reqd": 1,
|
||||
"in_filter": 1,
|
||||
"label": "Company",
|
||||
"oldfieldname": "company",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Company",
|
||||
"permlevel": 0,
|
||||
"in_filter": 1
|
||||
"print_hide": 1,
|
||||
"reqd": 1,
|
||||
"search_index": 1
|
||||
},
|
||||
{
|
||||
"oldfieldtype": "Column Break",
|
||||
"doctype": "DocField",
|
||||
"width": "50%",
|
||||
"fieldname": "column_break2",
|
||||
"fieldtype": "Column Break",
|
||||
"permlevel": 0
|
||||
"oldfieldtype": "Column Break",
|
||||
"permlevel": 0,
|
||||
"width": "50%"
|
||||
},
|
||||
{
|
||||
"description": "Your sales person who will contact the customer in future",
|
||||
"oldfieldtype": "Link",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Next Contact By",
|
||||
"oldfieldname": "contact_by",
|
||||
"width": "75px",
|
||||
"options": "Profile",
|
||||
"fieldname": "contact_by",
|
||||
"fieldtype": "Link",
|
||||
"in_filter": 1,
|
||||
"label": "Next Contact By",
|
||||
"oldfieldname": "contact_by",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Profile",
|
||||
"permlevel": 0,
|
||||
"in_filter": 1
|
||||
"width": "75px"
|
||||
},
|
||||
{
|
||||
"description": "Your sales person will get a reminder on this date to contact the customer",
|
||||
"oldfieldtype": "Date",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Next Contact Date",
|
||||
"oldfieldname": "contact_date",
|
||||
"fieldname": "contact_date",
|
||||
"fieldtype": "Date",
|
||||
"label": "Next Contact Date",
|
||||
"oldfieldname": "contact_date",
|
||||
"oldfieldtype": "Date",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"description": "Date on which the lead was last contacted",
|
||||
"no_copy": 1,
|
||||
"oldfieldtype": "Date",
|
||||
"colour": "White:FFF",
|
||||
"allow_on_submit": 0,
|
||||
"depends_on": "eval:!doc.__islocal",
|
||||
"description": "Date on which the lead was last contacted",
|
||||
"doctype": "DocField",
|
||||
"label": "Last Contact Date",
|
||||
"oldfieldname": "last_contact_date",
|
||||
"fieldname": "last_contact_date",
|
||||
"fieldtype": "Date",
|
||||
"depends_on": "eval:!doc.__islocal",
|
||||
"permlevel": 1
|
||||
"label": "Last Contact Date",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "last_contact_date",
|
||||
"oldfieldtype": "Date",
|
||||
"permlevel": 1,
|
||||
"print_hide": 1
|
||||
},
|
||||
{
|
||||
"no_copy": 1,
|
||||
"oldfieldtype": "Small Text",
|
||||
"doctype": "DocField",
|
||||
"label": "To Discuss",
|
||||
"oldfieldname": "to_discuss",
|
||||
"fieldname": "to_discuss",
|
||||
"fieldtype": "Small Text",
|
||||
"label": "To Discuss",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "to_discuss",
|
||||
"oldfieldtype": "Small Text",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"no_copy": 1,
|
||||
"oldfieldtype": "Data",
|
||||
"doctype": "DocField",
|
||||
"label": "Amended From",
|
||||
"oldfieldname": "amended_from",
|
||||
"width": "150px",
|
||||
"fieldname": "amended_from",
|
||||
"fieldtype": "Data",
|
||||
"permlevel": 1
|
||||
"label": "Amended From",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "amended_from",
|
||||
"oldfieldtype": "Data",
|
||||
"permlevel": 1,
|
||||
"print_hide": 1,
|
||||
"width": "150px"
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"no_copy": 1,
|
||||
"oldfieldtype": "Date",
|
||||
"doctype": "DocField",
|
||||
"label": "Amendment Date",
|
||||
"oldfieldname": "amendment_date",
|
||||
"width": "150px",
|
||||
"fieldname": "amendment_date",
|
||||
"fieldtype": "Date",
|
||||
"permlevel": 1
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"create": 0,
|
||||
"doctype": "DocPerm",
|
||||
"submit": 0,
|
||||
"write": 0,
|
||||
"role": "Sales Manager",
|
||||
"cancel": 0,
|
||||
"permlevel": 1
|
||||
},
|
||||
{
|
||||
"amend": 1,
|
||||
"create": 1,
|
||||
"doctype": "DocPerm",
|
||||
"submit": 1,
|
||||
"write": 1,
|
||||
"report": 1,
|
||||
"role": "System Manager",
|
||||
"cancel": 1,
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"role": "System Manager",
|
||||
"label": "Amendment Date",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "amendment_date",
|
||||
"oldfieldtype": "Date",
|
||||
"permlevel": 1,
|
||||
"doctype": "DocPerm"
|
||||
},
|
||||
{
|
||||
"amend": 1,
|
||||
"create": 1,
|
||||
"doctype": "DocPerm",
|
||||
"submit": 1,
|
||||
"write": 1,
|
||||
"report": 1,
|
||||
"role": "Sales User",
|
||||
"cancel": 1,
|
||||
"permlevel": 0
|
||||
"print_hide": 1,
|
||||
"width": "150px"
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"create": 0,
|
||||
"doctype": "DocPerm",
|
||||
"permlevel": 1,
|
||||
"role": "Sales Manager",
|
||||
"submit": 0,
|
||||
"write": 0,
|
||||
"role": "Sales User",
|
||||
"cancel": 0,
|
||||
"permlevel": 1
|
||||
"write": 0
|
||||
},
|
||||
{
|
||||
"amend": 1,
|
||||
"cancel": 1,
|
||||
"create": 1,
|
||||
"doctype": "DocPerm",
|
||||
"permlevel": 0,
|
||||
"role": "System Manager",
|
||||
"submit": 1,
|
||||
"write": 1,
|
||||
"report": 1,
|
||||
"role": "Sales Manager",
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocPerm",
|
||||
"permlevel": 1,
|
||||
"role": "System Manager"
|
||||
},
|
||||
{
|
||||
"amend": 1,
|
||||
"cancel": 1,
|
||||
"permlevel": 0
|
||||
"create": 1,
|
||||
"doctype": "DocPerm",
|
||||
"permlevel": 0,
|
||||
"role": "Sales User",
|
||||
"submit": 1,
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"create": 0,
|
||||
"doctype": "DocPerm",
|
||||
"permlevel": 1,
|
||||
"role": "Sales User",
|
||||
"submit": 0,
|
||||
"write": 0
|
||||
},
|
||||
{
|
||||
"amend": 1,
|
||||
"cancel": 1,
|
||||
"create": 1,
|
||||
"doctype": "DocPerm",
|
||||
"permlevel": 0,
|
||||
"role": "Sales Manager",
|
||||
"submit": 1,
|
||||
"write": 1
|
||||
}
|
||||
]
|
||||
@ -246,10 +246,6 @@ class DocType(TransactionBase):
|
||||
# =========================================================================
|
||||
def on_submit(self):
|
||||
self.check_item_table()
|
||||
if not self.doc.amended_from:
|
||||
webnotes.conn.set(self.doc, 'message', 'Quotation: '+self.doc.name+' has been sent')
|
||||
else:
|
||||
webnotes.conn.set(self.doc, 'message', 'Quotation has been amended. New Quotation no:'+self.doc.name)
|
||||
|
||||
# Check for Approving Authority
|
||||
get_obj('Authorization Control').validate_approving_authority(self.doc.doctype, self.doc.company, self.doc.grand_total, self)
|
||||
@ -264,24 +260,11 @@ class DocType(TransactionBase):
|
||||
# ON CANCEL
|
||||
# ==========================================================================
|
||||
def on_cancel(self):
|
||||
webnotes.conn.set(self.doc, 'message', 'Quotation: '+self.doc.name+' has been cancelled')
|
||||
|
||||
#update enquiry status
|
||||
self.update_enquiry('cancel')
|
||||
|
||||
webnotes.conn.set(self.doc,'status','Cancelled')
|
||||
|
||||
|
||||
# SEND SMS
|
||||
# =============================================================================
|
||||
def send_sms(self):
|
||||
if not self.doc.customer_mobile_no:
|
||||
msgprint("Please enter customer mobile no")
|
||||
elif not self.doc.message:
|
||||
msgprint("Please enter the message you want to send")
|
||||
else:
|
||||
msgprint(get_obj("SMS Control", "SMS Control").send_sms([self.doc.contact_mobile,], self.doc.message))
|
||||
|
||||
|
||||
# Print other charges
|
||||
# ===========================================================================
|
||||
def print_other_charges(self,docname):
|
||||
|
||||
Loading…
Reference in New Issue
Block a user