Swapnil Shah created OFBIZ-7713:
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Summary: Introduce a quick way for adding Sales Price agreements with customers for any specific product from Catalog
Key: OFBIZ-7713
URL:
https://issues.apache.org/jira/browse/OFBIZ-7713 Project: OFBiz
Issue Type: New Feature
Components: product
Affects Versions: 14.12.01, 15.12.01
Reporter: Swapnil Shah
Assignee: Swapnil Shah
Currently new pricing agreements creation takes user to Accounting app where it is quite an long and arduous process. And many a times a catalog or sales manager doesn't have accounting permission in case quick pricing agreement needs to be placed with customer for specific product(s).
We can provide a quick option from Catalog >> Product >> Agreement screen over "Sales" section that could unfold as follows:
# Have a 'Create Price Agreement' link/button on the Sales Panel and hitting this link could ask user to enter following very basic parameters:
#- Party Id From
#- Party Id To (Default it to product store's owner party id)
#- From Date (default it to show as now() timestamp)
#- Through Date
#- Description
#- Price
#- Currency
# Upon successful submission of above details system should create Agreement and Agreement Item between customer and organization by passing following default values:
#- Role Type Id From = 'Customer'
#- Role Type Id To = 'Internal Organization'
#- Agreement Type Id = 'Sales'
#- Agreement Item Type Id = 'Pricing'
#- Product Id= '<ProductId on screen>'
Please refer to attached screenshot for reference placeholder
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