How to edit or create a workflow?

[schokjohn (John Schok)]

Hi community, i want use sales, subscriptions and invoice to this:

to make a quote with sales and later when click process button, post to subscriptions to reserve asset rented and send to invoice…

this is possible?

[ced (Cédric Krier)]

Workflow is closely linked to the code. So if you want to change the behavior of some models, you need to create a module and adapt methods.

@schokjohn

to make a quote with sales and later when click process button, post to subscriptions to reserve asset rented and send to invoice…

I do not see the point to use a sale order for that as it will be responsible of nothing. Just create a subscription.

[schokjohn (John Schok)]

@ced

Workflow is closely linked to the code. So if you want to change the behavior of some models, you need to create a module and adapt methods.

thanks

@ced

I do not see the point to use a sale order for that as it will be responsible of nothing. Just create a subscription.

we first present a quote to customer and if customer accept it we need to create subscription.

[ced (Cédric Krier)]

@schokjohn

we first present a quote to customer and if customer accept it we need to create subscription.

Subscription has a quotation state.

[schokjohn (John Schok)]

@ced

Subscription has a quotation state.

i ll test.

one question: i like workflow from sale to send to invoice, can to extend sale module it and integrate fields and other functions like had subscription module?

[ced (Cédric Krier)]

Yes, I guess you can extend the Sale.process method and add creation of other documents.