Nicolas Galler
f0232808c2
Behavior prior to the commit:
- when setting the customer (partner) on a sales order, the sales team
is set based on the partner's sales person. If there is no sales person
on the partner then the team defaults to the first team in sequence for
the company.
- the team set on the partner is not used (by default, this field is not
visible, but it can be set from server action or added via studio). In
Odoo 12.0 the team set on the partner was used as a fallback, but this
was removed in commit 242be00429
Behavior after the commit:
- the partner's team is used as fallback when the partner is updated
- when the salesperson is updated on the quote, we also use the current
team as fallback (since presumably this was set either from the partner,
or using the existing default rule, there is no reason to change it)
- in debug mode, the field `team_id` is shown on the partner view (under
the `Sales & Purchases` tab)
Note:
- Change in existing installation is expected to be minimal since it only
affects the customers who are making use of the partner.team_id field, not
populated or displayed by default, but there is a risk for a customer who:
1. has that field populated on existing partners (maybe upgraded from
an old install where it was displayed?)
2. is relying on the new (as of v13.0) behavior of assigning the default
sales team based on the sequence
opw-2351868
closes odoo/odoo#61827
X-original-commit: 7683e1907f6eb1fde4626927957df4eede49b8ca
Signed-off-by: Nicolas Galler <ngaller@users.noreply.github.com>
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials