Open Sale Opportunity per Employee Init

Model Name:sale.open_opportunity_employee.init Base Module:Sales Leads and Opportunities

The Open Sale Opportunity per Employee Init-model introduces the conception of ...

Fields

End Date:

Internal Name:end_date Type:Date

The End Date-field is used to store ...

Start Date:

Internal Name:start_date Type:Date

The Start Date-field is used to store ...

Sale Opportunity

Model Name:

sale.opportunity

Base Module:

Sales Leads and Opportunities

Menu:

Sales ‣ Leads and Opportunities

Sales ‣ Leads and Opportunities ‣ Cancelled Leads and Opportunities

Sales ‣ Leads and Opportunities ‣ Converted Opportunities

Sales ‣ Leads and Opportunities ‣ Lost Leads and Opportunities

Sales ‣ Leads and Opportunities ‣ Opened Leads

Sales ‣ Leads and Opportunities ‣ Opportunities

The Sale Opportunity-model introduces the conception of ...

Fields

Address:

Internal Name:address Type:Many-To-One Relation Model:Address

The Address-field is used to store ...

Amount:

Internal Name:amount Type:Numeric Number

Estimated revenue amount

Comment:

Internal Name:comment Type:Multi Line Text

The Comment-field is used to store ...

Company:

Internal Name:company Attributes:Required Type:Many-To-One Relation Model:Company

The Company-field is used to store ...

Conversion Probability:

Internal Name:probability Type:Integer Number

Percentage between 0 and 100

Currency:

Internal Name:currency Attributes:Read Only Type:Many-To-One Relation Model:Currency

The Currency-field is used to store ...

Description:

Internal Name:description Attributes:Required Type:Single Line Text

The Description-field is used to store ...

Employee:

Internal Name:employee Attributes:Required Type:Many-To-One Relation Model:Employee

The Employee-field is used to store ...

End Date:

Internal Name:end_date Attributes:Read Only Type:Date

The End Date-field is used to store ...

History:

Internal Name:history Attributes:Read Only Type:One-To-Many Relation Model:Sale Opportunity History

The History-field is used to store ...

Lines:

Internal Name:lines Type:One-To-Many Relation Model:Sale Opportunity Line

The Lines-field is used to store ...

Party:

Internal Name:party Attributes:Required Type:Many-To-One Relation Model:Party

The Party-field is used to store ...

Payment Term:

Internal Name:payment_term Type:Many-To-One Relation Model:Payment Term

The Payment Term-field is used to store ...

Reason for loss:

Internal Name:lost_reason Type:Multi Line Text

The Reason for loss-field is used to store ...

Sale:

Internal Name:sale Attributes:Read Only Type:Many-To-One Relation Model:Sale

The Sale-field is used to store ...

Start Date:

Internal Name:start_date Attributes:Required Type:Date

The Start Date-field is used to store ...

State:

Internal Name:state Attributes:Required, Read Only Type:Selection

The following options are available:

• Lead
• Opportunity
• Converted
• Cancelled
• Lost

The State-field is used to store ...

Warehouse:

Internal Name:warehouse Type:Many-To-One Relation Model:Stock Location

The Warehouse-field is used to store ...

Access

The manipulation of records in this model is controlled by Model access entries. Users being member of Group “Sale Opportunity” have the following access permissions:

Read:allowed Write:allowed Create:allowed Delete:allowed

Users being member of Group “Sales” have the following access permissions:

Read:allowed Write:forbidden Create:forbidden Delete:forbidden

All other Users have these access permissions:

Read:forbidden Write:forbidden Create:forbidden Delete:forbidden

Sale Opportunity History

Model Name:sale.opportunity.history Base Module:Sales Leads and Opportunities

The Sale Opportunity History-model introduces the conception of ...

Fields

Address:

Internal Name:address Type:Many-To-One Relation Model:Address

The Address-field is used to store ...

Change Date:

Internal Name:date Type:Point in Time

The Change Date-field is used to store ...

Comment:

Internal Name:comment Type:Multi Line Text

The Comment-field is used to store ...

Company:

Internal Name:company Type:Many-To-One Relation Model:Company

The Company-field is used to store ...

Conversion Probability:

Internal Name:probability Type:Integer Number

The Conversion Probability-field is used to store ...

Description:

Internal Name:description Type:Single Line Text

The Description-field is used to store ...

Employee:

Internal Name:employee Type:Many-To-One Relation Model:Employee

The Employee-field is used to store ...

End Date:

Internal Name:end_date Type:Date

The End Date-field is used to store ...

Lines:

Internal Name:lines Attributes:Read Only Type:One-To-Many Relation Model:Sale Opportunity Line

The Lines-field is used to store ...

Party:

Internal Name:party Type:Many-To-One Relation Model:Party

The Party-field is used to store ...

Reason for loss:

Internal Name:lost_reason Type:Multi Line Text

The Reason for loss-field is used to store ...

Sale Opportunity:

Internal Name:opportunity Type:Many-To-One Relation Model:Sale Opportunity

The Sale Opportunity-field is used to store ...

Start Date:

Internal Name:start_date Type:Date

The Start Date-field is used to store ...

State:

Internal Name:state Type:Selection

The following options are available:

• Lead
• Opportunity
• Converted
• Cancelled
• Lost

The State-field is used to store ...

User:

Internal Name:user Type:Many-To-One Relation Model:User

The User-field is used to store ...

Access

The manipulation of records in this model is controlled by Model access entries. Users being member of Group “Sale Opportunity” have the following access permissions:

Read:allowed Write:allowed Create:allowed Delete:allowed

Users being member of Group “Sales” have the following access permissions:

Read:allowed Write:forbidden Create:forbidden Delete:forbidden

All other Users have these access permissions:

Read:forbidden Write:forbidden Create:forbidden Delete:forbidden

Sale Opportunity Line

Model Name:sale.opportunity.line Base Module:Sales Leads and Opportunities

The Sale Opportunity Line-model introduces the conception of ...

Fields

Opportunity:

Internal Name:opportunity Type:Many-To-One Relation Model:Sale Opportunity

The Opportunity-field is used to store ...

Product:

Internal Name:product Attributes:Required Type:Many-To-One Relation Model:Product

The Product-field is used to store ...

Quantity:

Internal Name:quantity Attributes:Required Type:Float Number

The Quantity-field is used to store ...

Sale Line:

Internal Name:sale_line Attributes:Read Only Type:Many-To-One Relation Model:Sale Line

The Sale Line-field is used to store ...

Sequence:

Internal Name:sequence Type:Integer Number

The position of the record order in a list.

Unit:

Internal Name:unit Attributes:Required Type:Many-To-One Relation Model:Unit of measure

The Unit-field is used to store ...

Access

The manipulation of records in this model is controlled by Model access entries. Users being member of Group “Sale Opportunity” have the following access permissions:

Read:allowed Write:allowed Create:allowed Delete:allowed

Users being member of Group “Sales” have the following access permissions:

Read:allowed Write:forbidden Create:forbidden Delete:forbidden

All other Users have these access permissions:

Read:forbidden Write:forbidden Create:forbidden Delete:forbidden

Sale Opportunity per Employee

Model Name:sale.opportunity_employee Base Module:Sales Leads and Opportunities

The Sale Opportunity per Employee-model introduces the conception of ...

Fields

Amount:

Internal Name:amount Type:Numeric Number

The Amount-field is used to store ...

Conversion Amount Rate:

Internal Name:conversion_amount_rate Attributes:Read Only Type:Float Number

In %

Conversion Rate:

Internal Name:conversion_rate Attributes:Read Only Type:Float Number

In %

Converted:

Internal Name:converted Type:Integer Number

The Converted-field is used to store ...

Converted Amount:

Internal Name:converted_amount Type:Numeric Number

The Converted Amount-field is used to store ...

Currency:

Internal Name:currency Attributes:Read Only Type:Many-To-One Relation Model:Currency

The Currency-field is used to store ...

Employee:

Internal Name:employee Type:Many-To-One Relation Model:Employee

The Employee-field is used to store ...

Lost:

Internal Name:lost Type:Integer Number

The Lost-field is used to store ...

Number:

Internal Name:number Type:Integer Number

The Number-field is used to store ...

Sale Opportunity per Employee per Month

Model Name:sale.opportunity_employee_monthly Base Module:Sales Leads and Opportunities Menu:Sales ‣ Reporting ‣ Opportunities per Employee per Month

The Sale Opportunity per Employee per Month-model introduces the conception of ...

Fields

Amount:

Internal Name:amount Type:Numeric Number

The Amount-field is used to store ...

Conversion Amount Rate:

Internal Name:conversion_amount_rate Attributes:Read Only Type:Float Number

In %

Conversion Rate:

Internal Name:conversion_rate Attributes:Read Only Type:Float Number

In %

Converted:

Internal Name:converted Type:Integer Number

The Converted-field is used to store ...

Converted Amount:

Internal Name:converted_amount Type:Numeric Number

The Converted Amount-field is used to store ...

Currency:

Internal Name:currency Attributes:Read Only Type:Many-To-One Relation Model:Currency

The Currency-field is used to store ...

Employee:

Internal Name:employee Type:Many-To-One Relation Model:Employee

The Employee-field is used to store ...

Lost:

Internal Name:lost Type:Integer Number

The Lost-field is used to store ...

Month:

Internal Name:month Type:Integer Number

The Month-field is used to store ...

Number:

Internal Name:number Type:Integer Number

The Number-field is used to store ...

Year:

Internal Name:year Type:Single Line Text

The Year-field is used to store ...

Sale Opportunity per Month

Model Name:sale.opportunity_monthly Base Module:Sales Leads and Opportunities Menu:Sales ‣ Reporting ‣ Opportunities per Month

The Sale Opportunity per Month-model introduces the conception of ...

Fields

Amount:

Internal Name:amount Type:Numeric Number

The Amount-field is used to store ...

Conversion Amount Rate:

Internal Name:conversion_amount_rate Attributes:Read Only Type:Float Number

In %

Conversion Rate:

Internal Name:conversion_rate Attributes:Read Only Type:Float Number

In %

Converted:

Internal Name:converted Type:Integer Number

The Converted-field is used to store ...

Converted Amount:

Internal Name:converted_amount Type:Numeric Number

The Converted Amount-field is used to store ...

Currency:

Internal Name:currency Attributes:Read Only Type:Many-To-One Relation Model:Currency

The Currency-field is used to store ...

Lost:

Internal Name:lost Type:Integer Number

The Lost-field is used to store ...

Month:

Internal Name:month Type:Integer Number

The Month-field is used to store ...

Number:

Internal Name:number Type:Integer Number

The Number-field is used to store ...

Year:

Internal Name:year Type:Single Line Text

The Year-field is used to store ...

Year-Month:

Internal Name:year_month Attributes:Read Only Type:Single Line Text

The Year-Month-field is used to store ...