Multiple Sales Orders Per Opportunity
Registered by
Daniel Watkins (credativ)
The current user interface/data model presuppose that only a single quote will be made per Opportunity. This is not necessarily the case, and so should be modified.
For example, when quoting for making a building comply with fire safety legislation, a quote for just extinguishers and signs might be made, as well as a quote for a full fire alarm system. CRM data about each of these quotes would need to be stored, and they would both have come from a single "We Need A Fire System" Opportunity.
Blueprint information
- Status:
- Not started
- Approver:
- None
- Priority:
- Undefined
- Drafter:
- None
- Direction:
- Needs approval
- Assignee:
- None
- Definition:
- New
- Series goal:
- None
- Implementation:
-
Unknown
- Milestone target:
- None
- Started by
- Completed by
Related branches
Related bugs
Sprints
Whiteboard
Two potential solutions occurred to us:
* Add a tab to the Opportunity view with a list of sale orders and their current status, or
* Have a single Opportunity for the general opportunity, with sub-Opportunities for each of the potential solutions.
(?)
