New link between communication event and sales opportunity
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New link between communication event and sales opportunity
 
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Re: New link between communication event and sales opportunity
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It is possible to have a link between CommunicationEvent and SalesOpportunity via SalesOpportunityWorkEffort -> WorkEffort -> CommunicationEventWorkEffort.
The business case could be redescribed as: - Email Received (CommunicationEvent) - WorkEffort created to handle the communication - Communication deemed to be a sales opportunity and record is created Regards Scott On 15/09/2011, at 4:13 PM, Hans Bakker wrote: > Business case: > An email is received requesting more information about certain services > where the originator could be interested in. > The support person receives the email and creates an opportunity in SFA > for the sales people. > > Problem: > currently it is not possible to have a link between CommunicationEvent > and SalesOpportunity entity. > > Proposal: > create a new entity: > SalesOpportCommEvent: > key: salesOpportunityId, communicationEventId > > comments please? > > Regards, > Hans > > > -- > Ofbiz on twitter: http://twitter.com/apache_ofbiz > Alternative ofbiz website: http://www.ofbiz.info > http://www.antwebsystems.com : Quality services for competitive rates. > |
smime.p7s (3K)
Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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Not necessarily every communication event, but if it requires action then a WorkEffort seems like the logic choice to track the work done.
If you were to send more emails in connection with the opportunity then they would be linked to the existing WorkEffort. Ask yourself this, why is there a SalesOpportunityWorkEffort entity? What purpose does it fulfill if not the type of problem that you are describing here? Regards Scott On 15/09/2011, at 6:10 PM, Hans Bakker wrote: > Sure I am all in favor to use the existing datamodel, this means however > that every communication event will have a workeffort connected to it > because somebody has to handle it? sounds a it bureaucratic?, > > then as a result of the creation of the opportunity more emails are sent > from the opportunity, we need a workeffort to create another > communication event? What kind of information the workeffort adds? > > Regards, > Hans > > > On Thu, 2011-09-15 at 17:37 +1200, Scott Gray wrote: >> It is possible to have a link between CommunicationEvent and SalesOpportunity via SalesOpportunityWorkEffort -> WorkEffort -> CommunicationEventWorkEffort. >> >> The business case could be redescribed as: >> - Email Received (CommunicationEvent) >> - WorkEffort created to handle the communication >> - Communication deemed to be a sales opportunity and record is created >> >> Regards >> Scott >> >> On 15/09/2011, at 4:13 PM, Hans Bakker wrote: >> >>> Business case: >>> An email is received requesting more information about certain services >>> where the originator could be interested in. >>> The support person receives the email and creates an opportunity in SFA >>> for the sales people. >>> >>> Problem: >>> currently it is not possible to have a link between CommunicationEvent >>> and SalesOpportunity entity. >>> >>> Proposal: >>> create a new entity: >>> SalesOpportCommEvent: >>> key: salesOpportunityId, communicationEventId >>> >>> comments please? >>> >>> Regards, >>> Hans >>> >>> >>> -- >>> Ofbiz on twitter: http://twitter.com/apache_ofbiz >>> Alternative ofbiz website: http://www.ofbiz.info >>> http://www.antwebsystems.com : Quality services for competitive rates. >>> >> > > -- > Ofbiz on twitter: http://twitter.com/apache_ofbiz > Alternative ofbiz website: http://www.ofbiz.info > http://www.antwebsystems.com : Quality services for competitive rates. > |
Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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It really doesn't seem very difficult to me and coupling SalesOpportunity and WorkEffort will give you much more flexibility in the future.
Regards Scott On 15/09/2011, at 7:00 PM, Hans Bakker wrote: > I do not agree, i want to list all commevents on an opportunity which > gets now too difficul > > Hans > > On Thu, 2011-09-15 at 18:19 +1200, Scott Gray wrote: >> Not necessarily every communication event, but if it requires action then a WorkEffort seems like the logic choice to track the work done. >> >> If you were to send more emails in connection with the opportunity then they would be linked to the existing WorkEffort. >> >> Ask yourself this, why is there a SalesOpportunityWorkEffort entity? What purpose does it fulfill if not the type of problem that you are describing here? >> >> Regards >> Scott >> >> On 15/09/2011, at 6:10 PM, Hans Bakker wrote: >> >>> Sure I am all in favor to use the existing datamodel, this means however >>> that every communication event will have a workeffort connected to it >>> because somebody has to handle it? sounds a it bureaucratic?, >>> >>> then as a result of the creation of the opportunity more emails are sent >>> from the opportunity, we need a workeffort to create another >>> communication event? What kind of information the workeffort adds? >>> >>> Regards, >>> Hans >>> >>> >>> On Thu, 2011-09-15 at 17:37 +1200, Scott Gray wrote: >>>> It is possible to have a link between CommunicationEvent and SalesOpportunity via SalesOpportunityWorkEffort -> WorkEffort -> CommunicationEventWorkEffort. >>>> >>>> The business case could be redescribed as: >>>> - Email Received (CommunicationEvent) >>>> - WorkEffort created to handle the communication >>>> - Communication deemed to be a sales opportunity and record is created >>>> >>>> Regards >>>> Scott >>>> >>>> On 15/09/2011, at 4:13 PM, Hans Bakker wrote: >>>> >>>>> Business case: >>>>> An email is received requesting more information about certain services >>>>> where the originator could be interested in. >>>>> The support person receives the email and creates an opportunity in SFA >>>>> for the sales people. >>>>> >>>>> Problem: >>>>> currently it is not possible to have a link between CommunicationEvent >>>>> and SalesOpportunity entity. >>>>> >>>>> Proposal: >>>>> create a new entity: >>>>> SalesOpportCommEvent: >>>>> key: salesOpportunityId, communicationEventId >>>>> >>>>> comments please? >>>>> >>>>> Regards, >>>>> Hans >>>>> >>>>> >>>>> -- >>>>> Ofbiz on twitter: http://twitter.com/apache_ofbiz >>>>> Alternative ofbiz website: http://www.ofbiz.info >>>>> http://www.antwebsystems.com : Quality services for competitive rates. >>>>> >>>> >>> >>> -- >>> Ofbiz on twitter: http://twitter.com/apache_ofbiz >>> Alternative ofbiz website: http://www.ofbiz.info >>> http://www.antwebsystems.com : Quality services for competitive rates. >>> >> > > -- > Ofbiz on twitter: http://twitter.com/apache_ofbiz > Alternative ofbiz website: http://www.ofbiz.info > http://www.antwebsystems.com : Quality services for competitive rates. > |
Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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Ask for comments and then ignore them, well done Hans. If you don't have time to wait for opinions and have proper discussions then keep your changes local until you do.
Regards Scott On 15/09/2011, at 7:33 PM, Hans Bakker wrote: > then we have to agree to disagree? > > Ok my last question, you are going to block this?' > cannot spend too much time on this... > > > Regards, > Hans > > On Thu, 2011-09-15 at 19:08 +1200, Scott Gray wrote: >> It really doesn't seem very difficult to me and coupling SalesOpportunity and WorkEffort will give you much more flexibility in the future. >> >> Regards >> Scott >> >> On 15/09/2011, at 7:00 PM, Hans Bakker wrote: >> >>> I do not agree, i want to list all commevents on an opportunity which >>> gets now too difficul >>> >>> Hans >>> >>> On Thu, 2011-09-15 at 18:19 +1200, Scott Gray wrote: >>>> Not necessarily every communication event, but if it requires action then a WorkEffort seems like the logic choice to track the work done. >>>> >>>> If you were to send more emails in connection with the opportunity then they would be linked to the existing WorkEffort. >>>> >>>> Ask yourself this, why is there a SalesOpportunityWorkEffort entity? What purpose does it fulfill if not the type of problem that you are describing here? >>>> >>>> Regards >>>> Scott >>>> >>>> On 15/09/2011, at 6:10 PM, Hans Bakker wrote: >>>> >>>>> Sure I am all in favor to use the existing datamodel, this means however >>>>> that every communication event will have a workeffort connected to it >>>>> because somebody has to handle it? sounds a it bureaucratic?, >>>>> >>>>> then as a result of the creation of the opportunity more emails are sent >>>>> from the opportunity, we need a workeffort to create another >>>>> communication event? What kind of information the workeffort adds? >>>>> >>>>> Regards, >>>>> Hans >>>>> >>>>> >>>>> On Thu, 2011-09-15 at 17:37 +1200, Scott Gray wrote: >>>>>> It is possible to have a link between CommunicationEvent and SalesOpportunity via SalesOpportunityWorkEffort -> WorkEffort -> CommunicationEventWorkEffort. >>>>>> >>>>>> The business case could be redescribed as: >>>>>> - Email Received (CommunicationEvent) >>>>>> - WorkEffort created to handle the communication >>>>>> - Communication deemed to be a sales opportunity and record is created >>>>>> >>>>>> Regards >>>>>> Scott >>>>>> >>>>>> On 15/09/2011, at 4:13 PM, Hans Bakker wrote: >>>>>> >>>>>>> Business case: >>>>>>> An email is received requesting more information about certain services >>>>>>> where the originator could be interested in. >>>>>>> The support person receives the email and creates an opportunity in SFA >>>>>>> for the sales people. >>>>>>> >>>>>>> Problem: >>>>>>> currently it is not possible to have a link between CommunicationEvent >>>>>>> and SalesOpportunity entity. >>>>>>> >>>>>>> Proposal: >>>>>>> create a new entity: >>>>>>> SalesOpportCommEvent: >>>>>>> key: salesOpportunityId, communicationEventId >>>>>>> >>>>>>> comments please? >>>>>>> >>>>>>> Regards, >>>>>>> Hans >>>>>>> >>>>>>> >>>>>>> -- >>>>>>> Ofbiz on twitter: http://twitter.com/apache_ofbiz >>>>>>> Alternative ofbiz website: http://www.ofbiz.info >>>>>>> http://www.antwebsystems.com : Quality services for competitive rates. >>>>>>> >>>>>> >>>>> >>>>> -- >>>>> Ofbiz on twitter: http://twitter.com/apache_ofbiz >>>>> Alternative ofbiz website: http://www.ofbiz.info >>>>> http://www.antwebsystems.com : Quality services for competitive rates. >>>>> >>>> >>> >>> -- >>> Ofbiz on twitter: http://twitter.com/apache_ofbiz >>> Alternative ofbiz website: http://www.ofbiz.info >>> http://www.antwebsystems.com : Quality services for competitive rates. >>> >> > > -- > Ofbiz on twitter: http://twitter.com/apache_ofbiz > Alternative ofbiz website: http://www.ofbiz.info > http://www.antwebsystems.com : Quality services for competitive rates. > |
Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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Re: New link between communication event and sales opportunity
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