On 04/16/2013 08:40 AM, Nicolas JEUDY wrote:
> No fabien, context and duplication data is responsible of this. If I
> leave end user to check and uncheck boxes (customer, suppliers) how can
> I be sure my data are ok ?
It's perfectly valid to have a company that is both a supplier and a customer,
and in that context some of the company's contacts might be "customers" only
while others are preferably "suppliers". Or any mix of both.
This is not something the system can decide on its own or should blindly
synchronize.
However the system can provide useful defaults:
- new customers are frequently created from various places (CRM etc.), so the
default for "is_customer" is True. No manual action needed.
- when you create a new partner on-the-fly while you create a purchase order,
the "is_supplier" flag is set to True by default on it (and on its company if
you create the company on-the-fly as well).
- when you add new contacts on a supplier company, the system can automatically
set 'is_supplier' to True on the contacts (this is the initial default but you
can manually change it later, there's not autosync!)
The two latter cases where not always behaving as expected due to technical
details in the way context propagation works. This is now fixed (see commit
4934 on the server MP if you want the details, then wait ~20min till it's built
by runbot if you want to test).
On 04/16/2013 08:40 AM, Nicolas JEUDY wrote:
> No fabien, context and duplication data is responsible of this. If I
> leave end user to check and uncheck boxes (customer, suppliers) how can
> I be sure my data are ok ?
It's perfectly valid to have a company that is both a supplier and a customer,
and in that context some of the company's contacts might be "customers" only
while others are preferably "suppliers". Or any mix of both.
This is not something the system can decide on its own or should blindly
synchronize.
However the system can provide useful defaults:
- new customers are frequently created from various places (CRM etc.), so the
default for "is_customer" is True. No manual action needed.
- when you create a new partner on-the-fly while you create a purchase order,
the "is_supplier" flag is set to True by default on it (and on its company if
you create the company on-the-fly as well).
- when you add new contacts on a supplier company, the system can automatically
set 'is_supplier' to True on the contacts (this is the initial default but you
can manually change it later, there's not autosync!)
The two latter cases where not always behaving as expected due to technical
details in the way context propagation works. This is now fixed (see commit
4934 on the server MP if you want the details, then wait ~20min till it's built
by runbot if you want to test).