OFBiz
  1. OFBiz
  2. OFBIZ-2364

Competitors & Partners - Sales Force Automation component

    Details

    • Type: New Feature New Feature
    • Status: Open
    • Priority: Minor Minor
    • Resolution: Unresolved
    • Affects Version/s: SVN trunk
    • Fix Version/s: SVN trunk
    • Component/s: marketing
    • Labels:
      None
    • Environment:

      Mac OS X

      Description

      Competitors and Partners will be parties (generally PartyGroup) and are related to other items including Accounts, Opportunities, and so on.

      The screens for Competitor would include: Competitor Home, Accounts, Opportunities.
      The screens for Partner would include: Partner Home, Accounts.

        Activity

        Vikas Mayur created issue -
        Hide
        Ravindra Mandre added a comment -

        I am working on this issue's all functionality.

        Show
        Ravindra Mandre added a comment - I am working on this issue's all functionality.
        Hide
        Shradha Shah added a comment -

        I am also working on Competitors & Partners functionality.I will upload the patch in couple of days.
        I am giving some more functionality to this by adding Competitor's product comparison, Partner's agreement etc.

        Show
        Shradha Shah added a comment - I am also working on Competitors & Partners functionality.I will upload the patch in couple of days. I am giving some more functionality to this by adding Competitor's product comparison, Partner's agreement etc.
        Hide
        Shradha Shah added a comment -

        In this patch, we have implemented Competitors & Partners functionality in SFA.

        In Competitors, user can create competitors,find a particular competitor, create competitor's product and compare our products with them.User can also make a search for competitor's product.

        In partners, user can create partners, find a particular partner and create aggreement with partner. User can also make a search for partners agreemetns.

        Regards
        Shradha Shah
        iLabs, L & T Infotech Ltd.
        Mumbai.

        Show
        Shradha Shah added a comment - In this patch, we have implemented Competitors & Partners functionality in SFA. In Competitors, user can create competitors,find a particular competitor, create competitor's product and compare our products with them.User can also make a search for competitor's product. In partners, user can create partners, find a particular partner and create aggreement with partner. User can also make a search for partners agreemetns. Regards Shradha Shah iLabs, L & T Infotech Ltd. Mumbai.
        Shradha Shah made changes -
        Field Original Value New Value
        Attachment SFA Competitors & Partners.patch [ 12408128 ]
        Hide
        Shradha Shah added a comment -

        Hi Vikas,
        We would like to elaborate on the functionality of Competitors & Partners. Hope this will help you in review.
        Compertitors & Partners has been divided in two parts viz. Compertitors & Partners.

        In Compertitors, A competitor can be created which is a PartyGroup. Its role type will be set as "COMPETITOR".
        We can have some products associated with that competitors as "Competitor Product". While creating a Competitor's product, we can associate it with a product in our catalog, as "Our Product", which can be later compared.
        Our product & Competitor product can be compared by their price in Compare Product.

        In Partners, A partner can be created which is a PartyGroup. Its role type will be set as "PARTNER".
        We can create Agreements with partners. For this we have used the existing functionality for Agreement in Accounting.

        Thanks for your time. Waiting for a positive reply.

        Regards
        Shradha Shah
        iLabs, L & T Infotech Ltd.
        Mumbai.

        Show
        Shradha Shah added a comment - Hi Vikas, We would like to elaborate on the functionality of Competitors & Partners. Hope this will help you in review. Compertitors & Partners has been divided in two parts viz. Compertitors & Partners. In Compertitors , A competitor can be created which is a PartyGroup. Its role type will be set as "COMPETITOR". We can have some products associated with that competitors as "Competitor Product" . While creating a Competitor's product, we can associate it with a product in our catalog, as "Our Product", which can be later compared. Our product & Competitor product can be compared by their price in Compare Product. In Partners , A partner can be created which is a PartyGroup. Its role type will be set as "PARTNER". We can create Agreements with partners. For this we have used the existing functionality for Agreement in Accounting. Thanks for your time. Waiting for a positive reply. Regards Shradha Shah iLabs, L & T Infotech Ltd. Mumbai.
        Hide
        Shradha Shah added a comment -

        Hi Vikas,
        Did you get any chance to review our patch?
        Hope to hear from you soon.

        Regards
        Shradha Shah
        iLabs, L & T Infotech Ltd.
        Mumbai.

        Show
        Shradha Shah added a comment - Hi Vikas, Did you get any chance to review our patch? Hope to hear from you soon. Regards Shradha Shah iLabs, L & T Infotech Ltd. Mumbai.
        Hide
        Jacques Le Roux added a comment -

        Hi,

        Is this work related to http://docs.ofbiz.org/download/attachments/4008/IfCrmPlanEstimate.pdf?version=1 ?

        For instance I don't see SalesOpportunityCompetitor entity and nothing about ths screens suggested in the document :

        • The screens for Competitor would include: Competitor Home, Accounts, Opportunities.
        • The screens for Partner would include: Partner Home, Accounts.

        On the other hand,I agree that there is not much about partner and competitor in this document as, at this time, this part was considered as a lower priority. So I think this work is of value even if it's not totally related with what was planned in this document.

        Also please use permission services in CompetitorPartnerServices.xml (with relevant permission group data to be created).

        That's all for the moment, thanks!

        Show
        Jacques Le Roux added a comment - Hi, Is this work related to http://docs.ofbiz.org/download/attachments/4008/IfCrmPlanEstimate.pdf?version=1 ? For instance I don't see SalesOpportunityCompetitor entity and nothing about ths screens suggested in the document : The screens for Competitor would include: Competitor Home, Accounts, Opportunities. The screens for Partner would include: Partner Home, Accounts. On the other hand,I agree that there is not much about partner and competitor in this document as, at this time, this part was considered as a lower priority. So I think this work is of value even if it's not totally related with what was planned in this document. Also please use permission services in CompetitorPartnerServices.xml (with relevant permission group data to be created). That's all for the moment, thanks!
        Gavin made changes -
        Workflow jira [ 12461834 ] OFbiz Workflow [ 12506801 ]

          People

          • Assignee:
            Unassigned
            Reporter:
            Vikas Mayur
          • Votes:
            0 Vote for this issue
            Watchers:
            3 Start watching this issue

            Dates

            • Created:
              Updated:

              Development