order approval workflow
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Merry Christmas everyone!
I need to implement order approval workflow in my system. For example the new sales order created by a sales should be approved by the sales manager first then the boss then the other roles.How to implement it ? |
Administrator
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Use the Order Status, by default orders created from webstore or CSR are approved, make them simply created (waiting for approvalà.
You may also held them (but I believe it's not implemented OOTB even if the status exists, I did this once for a client) Jacques From: "zhiyongcui" <[hidden email]> > > Merry Christmas everyone! > I need to implement order approval workflow in my system. For example the > new sales order created by a sales should be approved by the sales manager > first then the boss then the other roles.How to implement it ? > > -- > View this message in context: http://n4.nabble.com/order-approval-workflow-tp978786p978786.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > |
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Thanks for you reply. And there is another problem . My company have two sales department called SalesDepartmentA and SalesDepartmentB, and saleDepAManagerA is SalesDepartmentA's manager,saleDepartBManagerB is SalesDepartmentB's manager. these department has sales rep saleDepartAA,saleDepartAB,saleDepartAC,saleDepartBA,saleDepartBB,saleDepartBC respectively.So
saleDepAManagerA should only see sales orders from saleDepartAA,saleDepartAB,saleDepartAC,correspondingly saleDepartBManagerB could only see sales orders from saleDepartBA,saleDepartBB,saleDepartBC.and the boss could see all the orders .How to implement these occasions . If there is something has been implemented that I can refer to ?
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Administrator
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From: "zhiyongcui" <[hidden email]>
> Thanks for you reply. And there is another problem . My company have two > sales department called SalesDepartmentA and SalesDepartmentB, and > saleDepAManagerA is SalesDepartmentA's manager,saleDepartBManagerB is > SalesDepartmentB's manager. these department has sales rep > saleDepartAA,saleDepartAB,saleDepartAC,saleDepartBA,saleDepartBB,saleDepartBC > respectively.So > saleDepAManagerA should only see sales orders from > saleDepartAA,saleDepartAB,saleDepartAC,correspondingly saleDepartBManagerB > could only see sales orders from saleDepartBA,saleDepartBB,saleDepartBC.and > the boss could see all the orders .How to implement these occasions . If > there is something has been implemented that I can refer to ? I believe you will have to write custom code and set roles and permission (SecurityGroup) for that. It could be interesting to think about it in a general way (not only 2 deps but a number of deps, etc.) so as to contribute it but I have no time to help you on that. Jacques > > Jacques Le Roux wrote: >> >> Use the Order Status, by default orders created from webstore or CSR are >> approved, make them simply created (waiting for approvalà. >> You may also held them (but I believe it's not implemented OOTB even if >> the status exists, I did this once for a client) >> >> Jacques >> >> From: "zhiyongcui" <[hidden email]> >>> >>> Merry Christmas everyone! >>> I need to implement order approval workflow in my system. For example the >>> new sales order created by a sales should be approved by the sales >>> manager >>> first then the boss then the other roles.How to implement it ? >>> >>> -- >>> View this message in context: >>> http://n4.nabble.com/order-approval-workflow-tp978786p978786.html >>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>> >> >> >> >> > > -- > View this message in context: http://n4.nabble.com/order-approval-workflow-tp978786p978935.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > |
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Thank you , I'll work on it.
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There used to be a workflow for order approval in OFBiz based on the old OFBiz Workflow Engine and with custom screens for managing approval steps. I guess it wasn't used very much (if at all over the last 5 years), and has since been deprecated and removed. You could take a similar approach, but honestly the workflow engine based approach was a lot of work and using custom screens is probably far easier to both build and maintain. -David On Dec 26, 2009, at 5:33 PM, zhiyongcui wrote: > > Thank you , I'll work on it. > > Jacques Le Roux wrote: >> >> From: "zhiyongcui" <[hidden email]> >>> Thanks for you reply. And there is another problem . My company have two >>> sales department called SalesDepartmentA and SalesDepartmentB, and >>> saleDepAManagerA is SalesDepartmentA's manager,saleDepartBManagerB is >>> SalesDepartmentB's manager. these department has sales rep >>> saleDepartAA,saleDepartAB,saleDepartAC,saleDepartBA,saleDepartBB,saleDepartBC >>> respectively.So >>> saleDepAManagerA should only see sales orders from >>> saleDepartAA,saleDepartAB,saleDepartAC,correspondingly >>> saleDepartBManagerB >>> could only see sales orders from >>> saleDepartBA,saleDepartBB,saleDepartBC.and >>> the boss could see all the orders .How to implement these occasions . If >>> there is something has been implemented that I can refer to ? >> >> I believe you will have to write custom code and set roles and permission >> (SecurityGroup) for that. >> It could be interesting to think about it in a general way (not only 2 >> deps but a number of deps, etc.) so as to contribute it but I >> have no time to help you on that. >> >> Jacques >> >>> >>> Jacques Le Roux wrote: >>>> >>>> Use the Order Status, by default orders created from webstore or CSR are >>>> approved, make them simply created (waiting for approvalà. >>>> You may also held them (but I believe it's not implemented OOTB even if >>>> the status exists, I did this once for a client) >>>> >>>> Jacques >>>> >>>> From: "zhiyongcui" <[hidden email]> >>>>> >>>>> Merry Christmas everyone! >>>>> I need to implement order approval workflow in my system. For example >>>>> the >>>>> new sales order created by a sales should be approved by the sales >>>>> manager >>>>> first then the boss then the other roles.How to implement it ? >>>>> >>>>> -- >>>>> View this message in context: >>>>> http://n4.nabble.com/order-approval-workflow-tp978786p978786.html >>>>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>>>> >>>> >>>> >>>> >>>> >>> >>> -- >>> View this message in context: >>> http://n4.nabble.com/order-approval-workflow-tp978786p978935.html >>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>> >> >> >> >> > > -- > View this message in context: http://n4.nabble.com/order-approval-workflow-tp978786p979239.html > Sent from the OFBiz - User mailing list archive at Nabble.com. |
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