Saturday, September 21, 2024
1 change
New functionality added to Odoo
When a quotation is confirmed, related opportunities can now automatically increase their expected and recurring revenue to match higher quoted amounts. This helps sales teams keep pipeline values accurate without manually updating opportunities after sending or confirming quotes.
Original PR description
Purpose ========= Help salespeople keep their opportunities up-to-date by propagating the revenues they set on Quotations. Specification ============== When a quotation is confirmed, if the…
Purpose ========= Help salespeople keep their opportunities up-to-date by propagating the revenues they set on Quotations. Specification ============== When a quotation is confirmed, if the expected_revenue of the lead is less than the nonrecurring_total of quote, the expected_revenue of the lead should be updated to match the nonrecurring total of quote. If the recurring_revenue of the lead is smaller than the recurring monthly update it with, Case 1: when no recurring plan is set on lead update it with the recurring monthly. Case 2 when recurring plan is set on the lead update it with (recurring monthly * number of months) For example: If the lead has an expected_revenue of $40 and recurring_revenues of 10$ and doesn't contain any recurring_plan, Quote 1: nonrecurring total $45, recurring monthly $12 and we confirm it Then the expected_revenue would be updated from $40 to $45 and recurring_revenue from $10 to $12. Task-3806572 COM PR: https://github.com/odoo/odoo/pull/163537