Currently on sale and purchase, we can define a party (who takes the order and is invoic ed–ing) and the shipment party.
But the complete picture of an order may have more parties involved: who place, who take, who is invoic ed–ing and who receive/send. So we are missing some of them (or they are merged into the party).
We add on sale and purchase a new optional field
contact which is a link to a contact mechanism with no restriction on the party attached to (and we change its record name to display the name or the party in addition to the value, e.g.: +1-202-555-0191, John Doe). This idea is to store who placed the order and how by email, phone etc. But for searching this contact if the party is already filled, by using the
search_order we show first the mechanism of the party, then those with the minimal relationship distance. Also when creating a new contact mechanism from the order, it should fill the party field by default with the value of party order.
We also add on sale and purchase a new field
invoice_party which behaves like the
For the opportunity, we add also the fields
contact with the same behavior and it is copied onto the sales created.