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2021-07-27 21:41:00 +00:00
parent 31d288b570
commit 6439f95a54

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@@ -502,8 +502,7 @@ todo:2 many biz objects are not using new PUT methodology
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CURRENTLY DOING: quote biz and form have some remnants of wo in them like checking bizrules of scheduling conflicts etc in quote, maybe keep, maybe not, go over and be sure
mainly though quote should not affect inventory at all only the wo, but likely also some biz stuff not needed and viz etc
CURRENTLY DOING:
New plan: a way to generate any form of order from any other even if indirectly:
Generate WO from quote
@@ -527,25 +526,8 @@ TODO:
WO to Quote
PM to WO (manual generation outside automatic)
"GenerateWorkOrder": "Generate Work order",
"GenerateQuote": "Generate Quote",
"GeneratePM":"Generate Preventive Maintenance"
quote
Plan:
Nothing worth keeping in old quote models or biz object at server so can completely replace it
Identify cases related to quotes and changes required for quote models particularly
Add Expenses to quote (case 3637 was not in v7)
Add OutsideServices to quote (case 1360 was not in v7)
JUST ADD All the things in wo to quote unless there is a specific non-need or conflict (part requests)
i.e. no one asked for loaners but I bet you it will be requested at some point
Add new STATUS system to quote (case 3682)
but with it's own quote status types and also should work just like notification and process control system as for workorder
There is in v7 an old status system but it appears not user editable as it's fixed / pre-set, why no one has complained about this is beyond me, probably no need to repliate that particular thing
MODEL / DB add two bool fields persisted to db "CopyWiki" and "CopyAttachments" which will trigger copying that info to the generated work order (case 3178)
todo MISC:
new workorder state set by default from global settings?? (and on generate from pm or quote)
@@ -869,3 +851,9 @@ BUILD CHANGES OF NOTE
BUILD 117
- Seeded work order item expense no longer sets TotalCost (case 3890)
- Quote
Several cases were related to parts of wo wanted to be added to quote object (like expenses etc), I won't list them all, basically I just opted for everything except part requests
Quote has it's own status system like workorder does but separate and not related to wo (case 3628, also a customer requested feature on that case)
this is a change from v7 where the status for quotes was built in and fixed, now it's user settable same as wo status
Option to bring over wiki and attachments to wo when generated from generate wo menu item in quote (case 3178 for attachments, customer requested)