Workflow for opportunities

[Imac]

Hi All,

Just wonder if there is a specific reason there is no "create new" button in
Party -> Account for opportunities. Is there a specific reason that this
option shouldn't be available in terms of work flow or any other reason?

I'm getting close to making the jump (huge!) from OpenERP to OfBiz and need
to make the transition as smooth as possible for my employees and myself so
we are configuring OfBiz to feel as much like it as possible without taking
away any fuctionality. If there  isn't any major problem with this, I would
be happy to add it and contribute back to the community.

Let me know,

Thanks

Ed

[Jacques Le Roux]

I guess you are looking to introduce a link from
https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=admin
to
https://demo-trunk.ofbiz.apache.org/sfa/control/FindSalesOpportunity

We could introduce something like it's done for
https://demo-trunk.ofbiz.apache.org/partymgr/control/EditEmploymentApps?partyId=admin&referredByPartyId=admin
which actually underneath uses an HR screen in the party controller.
<view-map name="EditEmploymentApps" type="screen" page="component://humanres/widget/EmploymentAppScreens.xml#EditEmploymentApps"/>

Note though that you should not refer to a specialpurpose or ho-deploy component from an application component, the other direction is of course OK

BTW, you are the 1st to make a coming out about moving from OpenERP to OFBiz :)
It would be very interesting to know the reason/s.

Jacques

On Friday, December 20, 2013 1:50 PM [hidden email] wrote

> Hi All,
>
> Just wonder if there is a specific reason there is no "create new" button in
> Party -> Account for opportunities. Is there a specific reason that this
> option shouldn't be available in terms of work flow or any other reason?
>
> I'm getting close to making the jump (huge!) from OpenERP to OfBiz and need
> to make the transition as smooth as possible for my employees and myself so
> we are configuring OfBiz to feel as much like it as possible without taking
> away any fuctionality. If there  isn't any major problem with this, I would
> be happy to add it and contribute back to the community.
>
> Let me know,
>
> Thanks
>
> Ed

[Alexandru Zbarcea]

I'm interested for a similar switch.

Can you give more details?
On Dec 20, 2013 9:45 AM, "Jacques Le Roux" <[hidden email]>
wrote:

> I guess you are looking to introduce a link from
>
> https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=admin
> to
> https://demo-trunk.ofbiz.apache.org/sfa/control/FindSalesOpportunity
>
> We could introduce something like it's done for
>
> https://demo-trunk.ofbiz.apache.org/partymgr/control/EditEmploymentApps?partyId=admin&referredByPartyId=admin
> which actually underneath uses an HR screen in the party controller.
> <view-map name="EditEmploymentApps" type="screen"
> page="component://humanres/widget/EmploymentAppScreens.xml#EditEmploymentApps"/>
>
> Note though that you should not refer to a specialpurpose or ho-deploy
> component from an application component, the other direction is of course OK
>
> BTW, you are the 1st to make a coming out about moving from OpenERP to
> OFBiz :)
> It would be very interesting to know the reason/s.
>
> Jacques
>
> On Friday, December 20, 2013 1:50 PM [hidden email] wrote
> > Hi All,
> >
> > Just wonder if there is a specific reason there is no "create new"
> button in
> > Party -> Account for opportunities. Is there a specific reason that this
> > option shouldn't be available in terms of work flow or any other reason?
> >
> > I'm getting close to making the jump (huge!) from OpenERP to OfBiz and
> need
> > to make the transition as smooth as possible for my employees and myself
> so
> > we are configuring OfBiz to feel as much like it as possible without
> taking
> > away any fuctionality. If there  isn't any major problem with this, I
> would
> > be happy to add it and contribute back to the community.
> >
> > Let me know,
> >
> > Thanks
> >
> > Ed
>

[Imac]

Thanks for the reply Jacques

What I would be looking for would be this for example:

https://demo-trunk.ofbiz.apache.org:8443/sfa/control/viewprofile?partyId=De
moScrumCompany

In here we have the "opportunities" list (tree?) which will only list out
the opportunities created through the opportunities screen. It makes sense
to me to be able to have a "Create New" button to create opportunities
while looking at the info for an account just as you can with the notes on
the same screen. My sales staff will be in the SFA 99% of the time and I
would like to have as much info available to them on as few screens as
possible. We are also working on getting a full history of actions taken
for each account/contact on the same screen ie. Calls, emails, meetings,
etc. Listed out and easily viewed so we know what to is going on with each
customer.

In reality, OfBiz can suit me just about 90% OTB and really I only need a
few "tweaks" to get it just the way we like it. Even though the learning
curve is BRUTAL, the community is tiny at best and I won't even mention
documentation, in the end I feel it is far more flexible and far more
powerful than anything else out there.

I will be making use of OfBiz to run my web presence which will be several
landing pages (squeeze pages) with free and paid downloads, info pages for
courses that I offer, a blog which will be a major part of the site,
mailing list (newsletters, promotions) and a very small web-store. Now it
may seem that I'm try to shoot flies with a canon as we are only 4 people
now, but I really do think OfBiz will suit this task just fine and will
allow me to grow into it. OpenERP just doesn't fit this bill very well and
some of the modules really fall short in a lot of areas such as
communications and marketing not to mention web integration is lacking at
best.

Anyway, a colleague and I are doing all this ourselves and I realise that
to get to a "finished" deployment, we will need professional help but for
now we are going to see how far we get. Also, if we end up with something
that the community likes, I have no problem giving it back and supporting
the effort.

Thanks

Ed



On 12/20/13 3:44 PM, "Jacques Le Roux" <[hidden email]>
wrote:

>I guess you are looking to introduce a link from
>https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=a
>dmin
>to
>https://demo-trunk.ofbiz.apache.org/sfa/control/FindSalesOpportunity
>
>We could introduce something like it's done for
>https://demo-trunk.ofbiz.apache.org/partymgr/control/EditEmploymentApps?pa
>rtyId=admin&referredByPartyId=admin
>which actually underneath uses an HR screen in the party controller.
><view-map name="EditEmploymentApps" type="screen"
>page="component://humanres/widget/EmploymentAppScreens.xml#EditEmploymentA
>pps"/>
>
>Note though that you should not refer to a specialpurpose or ho-deploy
>component from an application component, the other direction is of course
>OK
>
>BTW, you are the 1st to make a coming out about moving from OpenERP to
>OFBiz :)
>It would be very interesting to know the reason/s.
>
>Jacques
>
>On Friday, December 20, 2013 1:50 PM [hidden email] wrote
>> Hi All,
>>
>> Just wonder if there is a specific reason there is no "create new"
>>button in
>> Party -> Account for opportunities. Is there a specific reason that this
>> option shouldn't be available in terms of work flow or any other reason?
>>
>> I'm getting close to making the jump (huge!) from OpenERP to OfBiz and
>>need
>> to make the transition as smooth as possible for my employees and
>>myself so
>> we are configuring OfBiz to feel as much like it as possible without
>>taking
>> away any fuctionality. If there  isn't any major problem with this, I
>>would
>> be happy to add it and contribute back to the community.
>>
>> Let me know,
>>
>> Thanks
>>
>> Ed
>