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Posted to dev@ofbiz.apache.org by "Pierre Smits (JIRA)" <ji...@apache.org> on 2009/10/20 11:32:00 UTC
[jira] Created: (OFBIZ-3066) SFA Module - Opportunities
SFA Module - Opportunities
--------------------------
Key: OFBIZ-3066
URL: https://issues.apache.org/jira/browse/OFBIZ-3066
Project: OFBiz
Issue Type: Bug
Components: marketing
Affects Versions: Release Branch 9.04, SVN trunk
Reporter: Pierre Smits
Fix For: Release Branch 9.04, SVN trunk
It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
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Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Pierre Smits <pi...@gmail.com>.
My opinion exactly!
2009/10/22 Hans Bakker (JIRA) <ji...@apache.org>
>
> [
> https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768595#action_12768595]
>
> Hans Bakker commented on OFBIZ-3066:
> ------------------------------------
>
> sounds pretty reasonable to me.....we could give it a special permission so
> the user can give the access to the people who need it...
> On the other hand, lets first get the SFA usable and then solve these
> details which can be adjusted easily anyway
>
>
>
> > SFA Module - Opportunities
> > --------------------------
> >
> > Key: OFBIZ-3066
> > URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> > Project: OFBiz
> > Issue Type: Improvement
> > Components: marketing
> > Affects Versions: Release Branch 9.04, SVN trunk
> > Reporter: Pierre Smits
> > Assignee: Hans Bakker
> > Fix For: Release Branch 9.04, SVN trunk
> >
> > Attachments: PartyForms.patch,
> PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview)
> of Account.jpg, SFA-CommonScreens.patch
> >
> >
> > It is possible to enter/select a currency for the opportunity. But the
> value chosen is not shown on the overview of the opportunity
> > Also it is possible to enter/select a type of opportunity. But it shows
> the key value, not the description.
> > The probalibility % is also included in the datateset for opportunity
> stages. However, changing the stage doesn't result in changing the
> probability.
>
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> This message is automatically generated by JIRA.
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> You can reply to this email to add a comment to the issue online.
>
>
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Jacques Le Roux <ja...@les7arts.com>.
From: "David E Jones" <de...@me.com>
>> If there are constraints regarding time available from people
>> involved in
>> handling submitted patches I would suggest get more involvement on
>> that
>> level.
>
> And how should we go about doing that? Unfortunately my wand is broken
> so I can't cast my "immediate high quality and highly experienced new
> committer" spell.
I was sure you had one :D
Jacques
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by David E Jones <de...@me.com>.
On Oct 27, 2009, at 5:35 AM, Pierre Smits wrote:
> But when I submit patches to improve OfBIZ for the greater good of
> OfBiz I
> expect something to be done with them in a timely fashion.
Why do you expect that?
High expectations are the seeds of disappointment and the fruit of
misunderstanding.
> If not handled
> that way I could easily refrain from helping and go about my way....
That would be tragic... but it's your choice and certainly you are
free to do as you will since this is a purely voluntary community (ie
no force involved).
> If there are constraints regarding time available from people
> involved in
> handling submitted patches I would suggest get more involvement on
> that
> level.
And how should we go about doing that? Unfortunately my wand is broken
so I can't cast my "immediate high quality and highly experienced new
committer" spell.
================================================
On Oct 27, 2009, at 7:02 AM, Pierre Smits wrote:
> As with regards to me supplying patches and reading your reply I got
> the
> impressions that when I want an improvement committed in the SFA
> module I
> can wait and see whether it will be accepted by someone (from your
> reply I
> would say that you seem to be assigned as the last line of defense
> on SFA
> improvement, so you are the only one), or otherwise I can pay your
> company
> to have it commited promptly (which implies that more members of your
> company can commit also, but are either not allowed by you or are busy
> elsewhere).
>
> I don't mind anybody making money of open source projects (I do so
> myself
> and I contribute back), but trying to coerce contributors to pay so
> that
> improvements do get in reeks like something ugly.
>
> Last time I checked OfBIZ was still an Apache project, whereby the
> organisational setup is a meritocracy and not a product of your
> organisation. If time available is the constraint, then getting more
> people
> involved on commit level is not a bad idea.
Don't be silly. Yes, you might be able to expedite things with money,
but there are lots of committers. For details see:
http://docs.ofbiz.org/display/OFBADMIN/Apache+OFBiz+PMC+Members+and+Committers
There are currently 20 people with commit access. All you have to do
is convince one of the 20 to commit your patch.
Maybe what Hans meant is that you seem to be so used to getting things
done by paying people to do things that you're having a hard time with
the things that drive a voluntary community: merit and respect (often
manifested as cooperation).
-David
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Pierre Smits <pi...@gmail.com>.
Hi Jacques,
Thanks for your reply. Of course I am more than happy to add some of my 5
cents to help improve OfBIZ. and I agree that great pieces of work takes
effort that takes more than months (or years). I very much appreciate the
work everybody has put in.
Re becoming a committer: I am more than happy to participate in that role in
the future, when being called upon.
Regards,
Pierre
PS Magic wands are indeed rare. Pity. I would have guessed that David was
the designated court jester....;-)
2009/10/27 Jacques Le Roux <ja...@les7arts.com>
> Hi Pierre,
>
> Inline...
>
>
> From: "Pierre Smits" <pi...@gmail.com>
>
>> Hi Jacques,
>>
>>
>> See my comment that i put in the JIRA on 22/Oct/09 07:28 AM.
>> Leaving out the payment segment is *not* in the patch... So you don't have
>> to worry about that.
>>
>
> Yes, now that Tim has expressed that he and his team are not worried, I
> can't see any obstacles.
>
>
> But you are right. Reviewing patches is always good.
>>
>> If people are reviewing it, that's ok. And I expect to hear/read from them
>> soon with their comments/plan of action.
>>
>
> Hans has already explained he will. I hope to do some also, but for the
> moment I work on another major subject...
>
>
> However, we both (and others) agree that the SFA module needs more than
>> some
>> love to become a best in class solution. We have a ancient document that
>> outlines in a high level where the application should go. But are the
>> stated
>> requirements still valid? And are these then complete? And... Requirements
>> are not a devleopment roadmap. Meaning that they are the input for a road
>> to
>> go. Functional design/technical design detail that more. That why JIRA
>> items
>> are created, I guess.
>>
>
> Yes, right. I can't tell much about the requirements and how and far they
> have been used since did not either wrote them nor worked
> on the implementation.
>
>
> I can submit my insights and deliver patches. My insights are yust one
>> point
>> of view and may be disregarded by project members. I am happy with that.
>> It
>> are just opinions.
>> But when I submit patches to improve OfBIZ for the greater good of OfBiz I
>> expect something to be done with them in a timely fashion. If not handled
>> that way I could easily refrain from helping and go about my way....
>>
>
> We have all constraints, please be patient. OBFiz was not build in a day
> (and not even a week, not even a month, not ev..., ok I'm
> sure you got it ;o)
>
>
> If there are constraints regarding time available from people involved in
>> handling submitted patches I would suggest get more involvement on that
>> level.
>>
>
> Please consider, for instance, the work I did for free this month for the
> community. It's only an example since each active members
> of the community has done at least as much in a month, and some for years
> now...
> Then you will understand that some Jira issues have to wait. Especially
> because it's easier to commit a small fix here and there
> than to dive in a bigger work when you have also to earn a living...
> This said, sure, like everybody, I'd appreciate also more commitment from
> other commiters, who would not want that ?
> BTW, if you are really interested to help at long term, I'm sure we are all
> happy to welcome you as a commiter in the future...
>
> Thanks for your interest in OFBiz
>
> Regards
>
> Jacques
> PS : I'm so sorry that David mislay his wand :/
>
>
>
>
>
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Jacques Le Roux <ja...@les7arts.com>.
Hi Pierre,
Inline...
From: "Pierre Smits" <pi...@gmail.com>
> Hi Jacques,
>
> See my comment that i put in the JIRA on 22/Oct/09 07:28 AM.
> Leaving out the payment segment is *not* in the patch... So you don't have
> to worry about that.
Yes, now that Tim has expressed that he and his team are not worried, I can't see any obstacles.
> But you are right. Reviewing patches is always good.
>
> If people are reviewing it, that's ok. And I expect to hear/read from them
> soon with their comments/plan of action.
Hans has already explained he will. I hope to do some also, but for the moment I work on another major subject...
> However, we both (and others) agree that the SFA module needs more than some
> love to become a best in class solution. We have a ancient document that
> outlines in a high level where the application should go. But are the stated
> requirements still valid? And are these then complete? And... Requirements
> are not a devleopment roadmap. Meaning that they are the input for a road to
> go. Functional design/technical design detail that more. That why JIRA items
> are created, I guess.
Yes, right. I can't tell much about the requirements and how and far they have been used since did not either wrote them nor worked
on the implementation.
> I can submit my insights and deliver patches. My insights are yust one point
> of view and may be disregarded by project members. I am happy with that. It
> are just opinions.
> But when I submit patches to improve OfBIZ for the greater good of OfBiz I
> expect something to be done with them in a timely fashion. If not handled
> that way I could easily refrain from helping and go about my way....
We have all constraints, please be patient. OBFiz was not build in a day (and not even a week, not even a month, not ev..., ok I'm
sure you got it ;o)
> If there are constraints regarding time available from people involved in
> handling submitted patches I would suggest get more involvement on that
> level.
Please consider, for instance, the work I did for free this month for the community. It's only an example since each active members
of the community has done at least as much in a month, and some for years now...
Then you will understand that some Jira issues have to wait. Especially because it's easier to commit a small fix here and there
than to dive in a bigger work when you have also to earn a living...
This said, sure, like everybody, I'd appreciate also more commitment from other commiters, who would not want that ?
BTW, if you are really interested to help at long term, I'm sure we are all happy to welcome you as a commiter in the future...
Thanks for your interest in OFBiz
Regards
Jacques
PS : I'm so sorry that David mislay his wand :/
> Regards,
>
> Pierre
>
>
>
> 2009/10/27 Jacques Le Roux (JIRA) <ji...@apache.org>
>
>>
>> [
>> https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770466#action_12770466]
>>
>> Jacques Le Roux commented on OFBIZ-3066:
>> ----------------------------------------
>>
>> Certainly, but at short term on my side it mostly depends on prospect
>> answer...
>> And I'd far prefer to have (even a fast) review by the person or group who
>> did the 1st implementation than have to revert it because they don't agree
>> (I think mostly about the payment method thing, but there are maybe others)
>>
>>
>>
>>
>
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Pierre Smits <pi...@gmail.com>.
Hi Jacques,
See my comment that i put in the JIRA on 22/Oct/09 07:28 AM.
Leaving out the payment segment is *not* in the patch... So you don't have
to worry about that.
But you are right. Reviewing patches is always good.
If people are reviewing it, that's ok. And I expect to hear/read from them
soon with their comments/plan of action.
However, we both (and others) agree that the SFA module needs more than some
love to become a best in class solution. We have a ancient document that
outlines in a high level where the application should go. But are the stated
requirements still valid? And are these then complete? And... Requirements
are not a devleopment roadmap. Meaning that they are the input for a road to
go. Functional design/technical design detail that more. That why JIRA items
are created, I guess.
I can submit my insights and deliver patches. My insights are yust one point
of view and may be disregarded by project members. I am happy with that. It
are just opinions.
But when I submit patches to improve OfBIZ for the greater good of OfBiz I
expect something to be done with them in a timely fashion. If not handled
that way I could easily refrain from helping and go about my way....
If there are constraints regarding time available from people involved in
handling submitted patches I would suggest get more involvement on that
level.
Regards,
Pierre
2009/10/27 Jacques Le Roux (JIRA) <ji...@apache.org>
>
> [
> https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770466#action_12770466]
>
> Jacques Le Roux commented on OFBIZ-3066:
> ----------------------------------------
>
> Certainly, but at short term on my side it mostly depends on prospect
> answer...
> And I'd far prefer to have (even a fast) review by the person or group who
> did the 1st implementation than have to revert it because they don't agree
> (I think mostly about the payment method thing, but there are maybe others)
>
>
>
>
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Jacopo Cappellato <ja...@hotwaxmedia.com>.
Hi Hans,
On Oct 27, 2009, at 6:47 PM, Hans Bakker wrote:
> We will use the forms and
> the performfind service which is now standard practice in the ofbiz
> system
please make sure we don't miss existing functionalities doing this.
Thanks,
Jacopo
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Hans Bakker <ma...@antwebsystems.com>.
Hi Pierre,
see replies inline...
On Wed, 2009-10-28 at 10:35 +0100, Pierre Smits wrote:
> Hi Hans,
>
> Like I stated before I am more than happy to provide insights and submit
> enhancements and patches. If appreciated I can submit an exerpt of a
> requirement analysis I did a while back relating to CRM. It could help....
>
sure why not.....
> For the rest, see my inline comments
>
> 2009/10/28 Hans Bakker <ma...@antwebsystems.com>
>
> > Hi Pierre,
> >
> > Let me first say hat we appreciate your efforts in this area but
> > remember it is all voluntary unpaid work and does not have the top
> > priority. Luckily David already answered a lot of your questions, saves
> > me a lot of time :-)
> >
> > ...
>
>
> >
> > 1. leads/contacts/accounts (working on this one)
> > We will rewrite the search/list functions and reusing as much as
> > possible within these 3 functions implementing the all/my
> > leads/contacts/accounts principle. Either all accounts in the system or
> > all accounts assigned to me(logged in user). We will use the forms and
> > the performfind service which is now standard practice in the ofbiz
> > system
> > We keep the current file organization and format which is shown in the
> > sfa demo data.
> >
>
> Enhancing search/list/filter features on start screens within SFA would
> surely help user acceptance. Does the enhancement also include an easier way
> to filter on Country/Account Manager/etc?
if we have the performfind...extra selections are much easier to add
then curently, perhaps initially not there we sure can add them
later....
>
>
> > 2. Add a screenlet to the overview to show to whom the
> > lead/contact/account is assigned.
> >
>
> In the profile of a party in party manager there is a segment called
> relations. Is that what we are looking for in SFA?
>
> Currently in the trunk an account is automatically related to the creator
> with the creator being in the role of owner. Shouldn't the company be the
> owner of the account and the creator the manager? If so, wouldn't this also
> be applicable to contacts and leads?
the problem with this is that existing parties do not show up......only
new ones.... As we want to start simple and extend later we initially
have a account/contact/lead assigned to an ownerparty as it is now....
>
>
> >
> > 3. Events and calendar (add the existing portlet)
> >
> > 4. Create/assign/track activity/task related to an
> > opportunity/lead/contact/account
> >
>
> Does this imply that created/assigned task are also to be shown in the
> events and calendar portlet (when dates are set)?
>
we sure could consider that....
>
> >
> > 5. Implementation of sales teams: open for discussion and probably need
> > a customer assignment for this.
> >
>
> Would this be like creating a team and assigning party members to it? With
> the team members having all the rights to perform actions on the associated
> account?
Yes that is what we want however additionally with a sales manager who
can assign and move accounts/contacts/leads between members...
>
>
> >
> > to be continued......
> >
> > regards,
> > Hans
> >
> > Antwebsystems.com: Quality OFBiz services for competitive rates
> >
> >
> Regards,
>
> Pierre
--
Antwebsystems.com: Quality OFBiz services for competitive rates
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Pierre Smits <pi...@gmail.com>.
Hi Hans,
Like I stated before I am more than happy to provide insights and submit
enhancements and patches. If appreciated I can submit an exerpt of a
requirement analysis I did a while back relating to CRM. It could help....
For the rest, see my inline comments
2009/10/28 Hans Bakker <ma...@antwebsystems.com>
> Hi Pierre,
>
> Let me first say hat we appreciate your efforts in this area but
> remember it is all voluntary unpaid work and does not have the top
> priority. Luckily David already answered a lot of your questions, saves
> me a lot of time :-)
>
> ...
>
> 1. leads/contacts/accounts (working on this one)
> We will rewrite the search/list functions and reusing as much as
> possible within these 3 functions implementing the all/my
> leads/contacts/accounts principle. Either all accounts in the system or
> all accounts assigned to me(logged in user). We will use the forms and
> the performfind service which is now standard practice in the ofbiz
> system
> We keep the current file organization and format which is shown in the
> sfa demo data.
>
Enhancing search/list/filter features on start screens within SFA would
surely help user acceptance. Does the enhancement also include an easier way
to filter on Country/Account Manager/etc?
> 2. Add a screenlet to the overview to show to whom the
> lead/contact/account is assigned.
>
In the profile of a party in party manager there is a segment called
relations. Is that what we are looking for in SFA?
Currently in the trunk an account is automatically related to the creator
with the creator being in the role of owner. Shouldn't the company be the
owner of the account and the creator the manager? If so, wouldn't this also
be applicable to contacts and leads?
>
> 3. Events and calendar (add the existing portlet)
>
> 4. Create/assign/track activity/task related to an
> opportunity/lead/contact/account
>
Does this imply that created/assigned task are also to be shown in the
events and calendar portlet (when dates are set)?
>
> 5. Implementation of sales teams: open for discussion and probably need
> a customer assignment for this.
>
Would this be like creating a team and assigning party members to it? With
the team members having all the rights to perform actions on the associated
account?
>
> to be continued......
>
> regards,
> Hans
>
> Antwebsystems.com: Quality OFBiz services for competitive rates
>
>
Regards,
Pierre
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Jacques Le Roux <ja...@les7arts.com>.
Thanks Hans,
From: "Hans Bakker" <ma...@antwebsystems.com>
> Hi Pierre,
>
> Let me first say hat we appreciate your efforts in this area but
> remember it is all voluntary unpaid work and does not have the top
> priority. Luckily David already answered a lot of your questions, saves
> me a lot of time :-)
>
> Yes i have someone from my Antwebsystems team working on it. My plans
> are as follows of which point 1 should be finished in the next few
> weeks, the other points I do not have yet allocated manpower to. We will
> also commit your patches pretty soon.
>
> 1. leads/contacts/accounts (working on this one)
> We will rewrite the search/list functions and reusing as much as
> possible within these 3 functions implementing the all/my
> leads/contacts/accounts principle. Either all accounts in the system or
> all accounts assigned to me(logged in user). We will use the forms and
> the performfind service which is now standard practice in the ofbiz
> system
This works fine and solved also my concern about having result shown by default
I did not check, are 2, 3, 4 and 5 implemented now ?
Jacques
> We keep the current file organization and format which is shown in the
> sfa demo data.
>
> 2. Add a screenlet to the overview to show to whom the
> lead/contact/account is assigned.
>
> 3. Events and calendar (add the existing portlet)
>
> 4. Create/assign/track activity/task related to an
> opportunity/lead/contact/account
>
> 5. Implementation of sales teams: open for discussion and probably need
> a customer assignment for this.
>
> to be continued......
>
> regards,
> Hans
>
> On Tue, 2009-10-27 at 14:02 +0100, Pierre Smits wrote:
>> Dear Hans,
>>
>> Thank you for your prompt reply...
>>
>> It is nice to read that we are working on reorganizing the SFA component. I
>> have read some threads regarding this. I assume that with we you meant the
>> project and not ANT Websystems Co.,Ltd. I would like to see the plans before
>> work gets started, so that I can review these also and assess where my
>> contribution fits in.
>>
>> As with regards to me supplying patches and reading your reply I got the
>> impressions that when I want an improvement committed in the SFA module I
>> can wait and see whether it will be accepted by someone (from your reply I
>> would say that you seem to be assigned as the last line of defense on SFA
>> improvement, so you are the only one), or otherwise I can pay your company
>> to have it commited promptly (which implies that more members of your
>> company can commit also, but are either not allowed by you or are busy
>> elsewhere).
>>
>> I don't mind anybody making money of open source projects (I do so myself
>> and I contribute back), but trying to coerce contributors to pay so that
>> improvements do get in reeks like something ugly.
>>
>> Last time I checked OfBIZ was still an Apache project, whereby the
>> organisational setup is a meritocracy and not a product of your
>> organisation. If time available is the constraint, then getting more people
>> involved on commit level is not a bad idea.
>>
>> Regards,
>>
>> Pierre
>>
>>
>>
>> 2009/10/27 Hans Bakker (JIRA) <ji...@apache.org>
>>
>> >
>> > [
>> > https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770476#action_12770476]
>> >
>> > Hans Bakker commented on OFBIZ-3066:
>> > ------------------------------------
>> >
>> > Dear Pierre....
>> >
>> > Your tone is not nice....if you like to push this issue....give an
>> > assignment to my company.....if not then there is no other way then to wait
>> > until i will return from a business travel tomorrow....
>> >
>> > We are working on reorganizing the SFA component in general anyway.......
>> >
>> > Regards,
>> > Hans
>> >
>> > > SFA Module - Opportunities
>> > > --------------------------
>> > >
>> > > Key: OFBIZ-3066
>> > > URL: https://issues.apache.org/jira/browse/OFBIZ-3066
>> > > Project: OFBiz
>> > > Issue Type: Improvement
>> > > Components: marketing
>> > > Affects Versions: Release Branch 9.04, SVN trunk
>> > > Reporter: Pierre Smits
>> > > Assignee: Hans Bakker
>> > > Fix For: Release Branch 9.04, SVN trunk
>> > >
>> > > Attachments: PartyForms.patch,
>> > PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview)
>> > of Account.jpg, SFA-CommonScreens.patch
>> > >
>> > >
>> > > It is possible to enter/select a currency for the opportunity. But the
>> > value chosen is not shown on the overview of the opportunity
>> > > Also it is possible to enter/select a type of opportunity. But it shows
>> > the key value, not the description.
>> > > The probalibility % is also included in the datateset for opportunity
>> > stages. However, changing the stage doesn't result in changing the
>> > probability.
>> >
>> > --
>> > This message is automatically generated by JIRA.
>> > -
>> > You can reply to this email to add a comment to the issue online.
>> >
>> >
> --
> Antwebsystems.com: Quality OFBiz services for competitive rates
>
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Hans Bakker <ma...@antwebsystems.com>.
Hi Pierre,
Let me first say hat we appreciate your efforts in this area but
remember it is all voluntary unpaid work and does not have the top
priority. Luckily David already answered a lot of your questions, saves
me a lot of time :-)
Yes i have someone from my Antwebsystems team working on it. My plans
are as follows of which point 1 should be finished in the next few
weeks, the other points I do not have yet allocated manpower to. We will
also commit your patches pretty soon.
1. leads/contacts/accounts (working on this one)
We will rewrite the search/list functions and reusing as much as
possible within these 3 functions implementing the all/my
leads/contacts/accounts principle. Either all accounts in the system or
all accounts assigned to me(logged in user). We will use the forms and
the performfind service which is now standard practice in the ofbiz
system
We keep the current file organization and format which is shown in the
sfa demo data.
2. Add a screenlet to the overview to show to whom the
lead/contact/account is assigned.
3. Events and calendar (add the existing portlet)
4. Create/assign/track activity/task related to an
opportunity/lead/contact/account
5. Implementation of sales teams: open for discussion and probably need
a customer assignment for this.
to be continued......
regards,
Hans
On Tue, 2009-10-27 at 14:02 +0100, Pierre Smits wrote:
> Dear Hans,
>
> Thank you for your prompt reply...
>
> It is nice to read that we are working on reorganizing the SFA component. I
> have read some threads regarding this. I assume that with we you meant the
> project and not ANT Websystems Co.,Ltd. I would like to see the plans before
> work gets started, so that I can review these also and assess where my
> contribution fits in.
>
> As with regards to me supplying patches and reading your reply I got the
> impressions that when I want an improvement committed in the SFA module I
> can wait and see whether it will be accepted by someone (from your reply I
> would say that you seem to be assigned as the last line of defense on SFA
> improvement, so you are the only one), or otherwise I can pay your company
> to have it commited promptly (which implies that more members of your
> company can commit also, but are either not allowed by you or are busy
> elsewhere).
>
> I don't mind anybody making money of open source projects (I do so myself
> and I contribute back), but trying to coerce contributors to pay so that
> improvements do get in reeks like something ugly.
>
> Last time I checked OfBIZ was still an Apache project, whereby the
> organisational setup is a meritocracy and not a product of your
> organisation. If time available is the constraint, then getting more people
> involved on commit level is not a bad idea.
>
> Regards,
>
> Pierre
>
>
>
> 2009/10/27 Hans Bakker (JIRA) <ji...@apache.org>
>
> >
> > [
> > https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770476#action_12770476]
> >
> > Hans Bakker commented on OFBIZ-3066:
> > ------------------------------------
> >
> > Dear Pierre....
> >
> > Your tone is not nice....if you like to push this issue....give an
> > assignment to my company.....if not then there is no other way then to wait
> > until i will return from a business travel tomorrow....
> >
> > We are working on reorganizing the SFA component in general anyway.......
> >
> > Regards,
> > Hans
> >
> > > SFA Module - Opportunities
> > > --------------------------
> > >
> > > Key: OFBIZ-3066
> > > URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> > > Project: OFBiz
> > > Issue Type: Improvement
> > > Components: marketing
> > > Affects Versions: Release Branch 9.04, SVN trunk
> > > Reporter: Pierre Smits
> > > Assignee: Hans Bakker
> > > Fix For: Release Branch 9.04, SVN trunk
> > >
> > > Attachments: PartyForms.patch,
> > PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview)
> > of Account.jpg, SFA-CommonScreens.patch
> > >
> > >
> > > It is possible to enter/select a currency for the opportunity. But the
> > value chosen is not shown on the overview of the opportunity
> > > Also it is possible to enter/select a type of opportunity. But it shows
> > the key value, not the description.
> > > The probalibility % is also included in the datateset for opportunity
> > stages. However, changing the stage doesn't result in changing the
> > probability.
> >
> > --
> > This message is automatically generated by JIRA.
> > -
> > You can reply to this email to add a comment to the issue online.
> >
> >
--
Antwebsystems.com: Quality OFBiz services for competitive rates
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by Pierre Smits <pi...@gmail.com>.
Dear Hans,
Thank you for your prompt reply...
It is nice to read that we are working on reorganizing the SFA component. I
have read some threads regarding this. I assume that with we you meant the
project and not ANT Websystems Co.,Ltd. I would like to see the plans before
work gets started, so that I can review these also and assess where my
contribution fits in.
As with regards to me supplying patches and reading your reply I got the
impressions that when I want an improvement committed in the SFA module I
can wait and see whether it will be accepted by someone (from your reply I
would say that you seem to be assigned as the last line of defense on SFA
improvement, so you are the only one), or otherwise I can pay your company
to have it commited promptly (which implies that more members of your
company can commit also, but are either not allowed by you or are busy
elsewhere).
I don't mind anybody making money of open source projects (I do so myself
and I contribute back), but trying to coerce contributors to pay so that
improvements do get in reeks like something ugly.
Last time I checked OfBIZ was still an Apache project, whereby the
organisational setup is a meritocracy and not a product of your
organisation. If time available is the constraint, then getting more people
involved on commit level is not a bad idea.
Regards,
Pierre
2009/10/27 Hans Bakker (JIRA) <ji...@apache.org>
>
> [
> https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770476#action_12770476]
>
> Hans Bakker commented on OFBIZ-3066:
> ------------------------------------
>
> Dear Pierre....
>
> Your tone is not nice....if you like to push this issue....give an
> assignment to my company.....if not then there is no other way then to wait
> until i will return from a business travel tomorrow....
>
> We are working on reorganizing the SFA component in general anyway.......
>
> Regards,
> Hans
>
> > SFA Module - Opportunities
> > --------------------------
> >
> > Key: OFBIZ-3066
> > URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> > Project: OFBiz
> > Issue Type: Improvement
> > Components: marketing
> > Affects Versions: Release Branch 9.04, SVN trunk
> > Reporter: Pierre Smits
> > Assignee: Hans Bakker
> > Fix For: Release Branch 9.04, SVN trunk
> >
> > Attachments: PartyForms.patch,
> PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview)
> of Account.jpg, SFA-CommonScreens.patch
> >
> >
> > It is possible to enter/select a currency for the opportunity. But the
> value chosen is not shown on the overview of the opportunity
> > Also it is possible to enter/select a type of opportunity. But it shows
> the key value, not the description.
> > The probalibility % is also included in the datateset for opportunity
> stages. However, changing the stage doesn't result in changing the
> probability.
>
> --
> This message is automatically generated by JIRA.
> -
> You can reply to this email to add a comment to the issue online.
>
>
[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Pierre Smits updated OFBIZ-3066:
--------------------------------
Attachment: Screenshot of OPO (One Page Overview) of Account.jpg
Including the incorporation of opportunities and forecasts
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, Screenshot of OPO (One Page Overview) of Account.jpg
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Jacques Le Roux (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768276#action_12768276 ]
Jacques Le Roux commented on OFBIZ-3066:
----------------------------------------
Hans, Pierre,
Please don't forget to discuss the payment method removing issue before any actions
Thanks
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Closed: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Hans Bakker closed OFBIZ-3066.
------------------------------
Resolution: Fixed
Fix Version/s: (was: Release Branch 9.04)
Hi Pierre,
most of your requested changes in 887860. Kept the sequence of screens in the left column for sake of consistancy with the party manager
Thanks for the patch,
Regards,
Hans
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12786580#action_12786580 ]
Pierre Smits commented on OFBIZ-3066:
-------------------------------------
I think Hans is still waiting to be commissioned to include the small enhancements that came by others.
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Jacques Le Roux (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770466#action_12770466 ]
Jacques Le Roux commented on OFBIZ-3066:
----------------------------------------
Certainly, but at short term on my side it mostly depends on prospect answer...
And I'd far prefer to have (even a fast) review by the person or group who did the 1st implementation than have to revert it because they don't agree (I think mostly about the payment method thing, but there are maybe others)
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Jacques Le Roux (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12786526#action_12786526 ]
Jacques Le Roux commented on OFBIZ-3066:
----------------------------------------
What is the status of this issues please ?
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Pierre Smits updated OFBIZ-3066:
--------------------------------
Issue Type: Improvement (was: Bug)
Setting it to Improvement, as nobody perceive the issues mentioned as bugs.
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770476#action_12770476 ]
Hans Bakker commented on OFBIZ-3066:
------------------------------------
Dear Pierre....
Your tone is not nice....if you like to push this issue....give an assignment to my company.....if not then there is no other way then to wait until i will return from a business travel tomorrow....
We are working on reorganizing the SFA component in general anyway.......
Regards,
Hans
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Tim Ruppert (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770512#action_12770512 ]
Tim Ruppert commented on OFBIZ-3066:
------------------------------------
+1 - with contributions like Pierre is providing - I'm sure we'll get there sooner than later. Thanks for diving in Pierre - it's users like you that can make a difference in getting these applications cleaned up and ready to go!
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768611#action_12768611 ]
Pierre Smits commented on OFBIZ-3066:
-------------------------------------
Hans,
If you would have the patches included above evaluated you will find that item 3 on your list is already partly resolved. The patches brings an overview of opportunities to the account screen.
Regards,
Pierre
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768597#action_12768597 ]
Pierre Smits commented on OFBIZ-3066:
-------------------------------------
Hans,
Could you sum up what is meant by 'getting the SFA usable'. Or point to a document that state requirements and/or a gap-analysis?
Regards,
Pierre
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Tim Ruppert (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770490#action_12770490 ]
Tim Ruppert commented on OFBIZ-3066:
------------------------------------
Jacques, I think that we had people working on this earlier this year to make this useable for our minimal purposes. Please do not hold back because of worry of code ownership - Hans has a great plan to update this like the project management app, and if you've got time to contribute to that effort, please go right ahead.
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Pierre Smits updated OFBIZ-3066:
--------------------------------
Attachment: PartyForms.patch
This patch enhances the overview of opportunities in the Account module of SFA (view account).
Fields shown has been extended. Plus the user can now click through to the opportunity.
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Bug
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Jacques Le Roux (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770501#action_12770501 ]
Jacques Le Roux commented on OFBIZ-3066:
----------------------------------------
Thanks for comment Tim,
Hopefully we will coordinate and come with a better SFA soon
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768252#action_12768252 ]
Hans Bakker commented on OFBIZ-3066:
------------------------------------
Pierre, some good suggestions...let me see what we can do....
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Jacques Le Roux (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12786588#action_12786588 ]
Jacques Le Roux commented on OFBIZ-3066:
----------------------------------------
Hi Pierre,
Sorry, but I don't think so. Hans has been very active these last times in a number of areas in OFBiz. And I guess he simply forgot about it.
Hans, please let us know if you think you will get a chance to look at it before it will be too old (conflicts)
Thanks
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768588#action_12768588 ]
Hans Bakker commented on OFBIZ-3066:
------------------------------------
can you tell me where this was discussed?
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Assigned: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Hans Bakker reassigned OFBIZ-3066:
----------------------------------
Assignee: Hans Bakker
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768606#action_12768606 ]
Hans Bakker commented on OFBIZ-3066:
------------------------------------
have a look at http://docs.ofbiz.org/download/attachments/4008/IfCrmPlanEstimate.pdf?version=1
usable i mean:
1. be able to use the existing information in party manager and remain compatible between sfa/partymgr
2. If we could use leads and migrate to contacts/accounts
3. As you already mentioned show all relevant account (=company)/contacts/accounts in one screen
4. fully use the in/outgoing communicationevents (email) in all screens.
5. Be able to create/assign/track tasks
more for the larger companies:
1. maintain sales teams and being able to move leads/contacts/accounts between them
Regards,
Hans
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Pierre Smits updated OFBIZ-3066:
--------------------------------
Attachment: SFA-CommonScreens.patch
PartyManager-Party-partymgr-css.patch
Updates to partymgr.css to correctly show segments at the bottom of an Account profile
Updates to CommonScreens.xml in SFA to correctly display Opportunities.
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Pierre Smits updated OFBIZ-3066:
--------------------------------
Description:
It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
was:
It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Bug
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Fix For: Release Branch 9.04, SVN trunk
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Hans Bakker (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768595#action_12768595 ]
Hans Bakker commented on OFBIZ-3066:
------------------------------------
sounds pretty reasonable to me.....we could give it a special permission so the user can give the access to the people who need it...
On the other hand, lets first get the SFA usable and then solve these details which can be adjusted easily anyway
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770459#action_12770459 ]
Pierre Smits commented on OFBIZ-3066:
-------------------------------------
Are we going to do something with this?
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
Posted by "Pierre Smits (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768590#action_12768590 ]
Pierre Smits commented on OFBIZ-3066:
-------------------------------------
Hans,
When you look over the attached image you'll see that I have left out the update functionality for payment details. This is just in my development environment, not in the patch.
In a mail thread with Jacques I pointed out that in my opionion I do not see the added value in having this here. Showing yes, but maintaining it no. The reason for that is that maintaining payment details is not something organisation would like to see fulfilled by SFA-officers, but rather by accounting-officers.
Regards,
Pierre
> SFA Module - Opportunities
> --------------------------
>
> Key: OFBIZ-3066
> URL: https://issues.apache.org/jira/browse/OFBIZ-3066
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: Release Branch 9.04, SVN trunk
> Reporter: Pierre Smits
> Assignee: Hans Bakker
> Fix For: Release Branch 9.04, SVN trunk
>
> Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch
>
>
> It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity
> Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description.
> The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability.
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