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Posted to user@ofbiz.apache.org by zhiyongcui <zh...@gmail.com> on 2009/12/25 15:24:47 UTC

order approval workflow

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 ? 

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Re: order approval workflow

Posted by David E Jones <de...@me.com>.
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" <zh...@gmail.com>
>>> 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" <zh...@gmail.com>
>>>>> 
>>>>> 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.


Re: order approval workflow

Posted by zhiyongcui <zh...@gmail.com>.
Thank you , I'll work on it.

Jacques Le Roux wrote:
> 
> From: "zhiyongcui" <zh...@gmail.com>
>> 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" <zh...@gmail.com>
>>>>
>>>> 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.

Re: order approval workflow

Posted by Jacques Le Roux <ja...@les7arts.com>.
From: "zhiyongcui" <zh...@gmail.com>
> 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" <zh...@gmail.com>
>>>
>>> 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.
> 



Re: order approval workflow

Posted by zhiyongcui <zh...@gmail.com>.
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 ?

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" <zh...@gmail.com>
>>
>> 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.

Re: order approval workflow

Posted by Jacques Le Roux <ja...@les7arts.com>.
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" <zh...@gmail.com>
>
> 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.
>