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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
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CURRENTLY DOING:
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mainly though quote should not affect inventory at all only the wo, but likely also some biz stuff not needed and viz etc
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New plan: a way to generate any form of order from any other even if indirectly:
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New plan: a way to generate any form of order from any other even if indirectly:
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Generate WO from quote
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Generate WO from quote
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@@ -527,25 +526,8 @@ TODO:
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WO to Quote
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WO to Quote
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PM to WO (manual generation outside automatic)
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PM to WO (manual generation outside automatic)
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"GenerateWorkOrder": "Generate Work order",
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"GenerateQuote": "Generate Quote",
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"GeneratePM":"Generate Preventive Maintenance"
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quote
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Plan:
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Nothing worth keeping in old quote models or biz object at server so can completely replace it
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Identify cases related to quotes and changes required for quote models particularly
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Add Expenses to quote (case 3637 was not in v7)
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Add OutsideServices to quote (case 1360 was not in v7)
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JUST ADD All the things in wo to quote unless there is a specific non-need or conflict (part requests)
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i.e. no one asked for loaners but I bet you it will be requested at some point
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Add new STATUS system to quote (case 3682)
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but with it's own quote status types and also should work just like notification and process control system as for workorder
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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
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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)
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todo MISC:
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todo MISC:
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new workorder state set by default from global settings?? (and on generate from pm or quote)
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new workorder state set by default from global settings?? (and on generate from pm or quote)
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@@ -869,3 +851,9 @@ BUILD CHANGES OF NOTE
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BUILD 117
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BUILD 117
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- Seeded work order item expense no longer sets TotalCost (case 3890)
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- Seeded work order item expense no longer sets TotalCost (case 3890)
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- Quote
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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
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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)
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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
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Option to bring over wiki and attachments to wo when generated from generate wo menu item in quote (case 3178 for attachments, customer requested)
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