PURPOSE:
The source document should be in the chatter and clickable
NEW MAIL TEMPLATE:
mail: new template 'message_origin_link' with clickable link to origin
Variables to pass:
- origin: the record from which the current record had been created
- self: The current record
Optional:
- edit: If true, the record has been modified. Otherwise it has been created
from the origin
SPECIFICATION:
Source Document is available in following models
1) After creating SO then Sale to Invoice -> Source Document (After creating Sales Order and then clicking on Create invoice)
2) When procurement is created after SO or MO or Order Point(procurement.order) - > Source Document
3) Stock.picking -> Source Document ( After Creating SO or PO)
4) When Manufacturing Order is Created (mrp.production) -> Source Document (Coming after creating a sale order of product)
5) Event -> Attendees(event.registration) -> Source Document
6) Request For Quotation -> Source Document (After creating Purchase Tender, SO)
7) In Purchase Tender(purchase.requisition) -> Source Document (When a new Purchase Tender is Created)
8) After creating PO then create invoice(vendor bill)-> Source Document
9) After creating Invoice from contract (subscription) - > source Document.
10) Refund invoice from Invoice --> Source Document.
11) Return picking from picking --> Source Document.
12) sale use POS to create invoice and picking --> Source Document.
MESSAGES TO DISPLAY:
-In Customer Invoice, there is a source document of Sale Order.
"This Invoice has been created from Sale Order(s): SO001, SO002"
-In Procurement, the source document can be either of Sale Order or Manufacturing Order or Order Point.
"This procurement is created from: SO001 or MO0001 or OP/0001"
-In Stock Picking, the source document can be either of Sale Order or Purchase Order.
"This transfer has been created from sales order(s): SO001 or PO0001"
-Create new Sales order of manufactured product , there will be Source Document with that Sale Order number
"This production has been created from procurement(s): WH: Stock -> CustomersMTO"
-When registering for Event from website, Sale Order is Created and it is stored in Source Document,
"The attendee has been created from Sale order: SO001"
-In RFQ, the source document can be either Purchase Tender or Sale Order or Order Point,
"This purchase order has been created from purchase requisition(s): TE0001 or SO001 or OP/0001"
-In Purchase Tender, the source document can be either of Sale Order/ Manufacturing Order/ Order Point.
"This Purchase Requisition has been created from: WH: Stock -> CustomersMTO"
-In Vendor bill, there is a source document of Purchase Order.
"This Vendor bill has been created from Purchase Order(s): PO0001, PO002"
-When creating refund of invoice
"This customer invoices refund has been created from customer invoices: INV/2016/0001"
-when create invoice and picking form pos.
"This invoce has been create from point of sale: MainXX"
Improved usability & code cleaning:
- Support for blanket orders, in addition of purchase tenders
("Purchase Agreements")
- Create a RfQ in one click, no wizard anymore
- Control of quantities really purchased
- Better control of side-effects thanks to purchase requisition types
- JS code removed (not necessary)
- Workflow removed
Closes#11666
When a product is set up to generate a purchase tender instead of a
purchase order, the associated procurement is set in exception.
This is because the result of `make_po` is returned by the method `_run`,
and the result of `_run` is used to determine if the procurement is
running or in exception. Since a purchase tender does not generate the PO,
the method `make_po` returns an empty list, and therefore the procurement
is considered as in exception.
The fix is to return the procurement_id instead if a purchase order or a
purchase tender has been created.
opw-672170
Christophe Simonis