[Vtigercrm-developers] Import Step3 not showing in several modules
mathdesc
mathdesc at yahoo.fr
Thu Dec 4 19:47:49 GMT 2014
Hi,
Indeed... true core features that really empowers the user usually
makes developers busier.
But I find that this is good business.
Actually I can not stand that a software such as Vtiger at v6 with so
many cool features
still not come out with a decent export/import process for those core
modules.
I don't know if I would manage to make this work, but that definitely
worth me trying and
I welcome any advice in that way.
Though for this not to be pointless :
If I reach a stable realisation, would I be able to commit this to you
in order to
find it a future releases ? Do I have to file an enhancement ticket
somewhere ?
Please could you point me out some relevant dev-docs notably on the
import module ?
Thanks,
mathdesc
Le 24/11/2014 10:31, Uma S a écrit :
> Hi,
>
> Sorry for delay in getting back.
>
> We are not supporting step3 for inventory modules. As there is lot of
> things that need to handled during merge of inventory records. Like..
> Calculations of product related tax, total, discounts and other
> configuration.
>
> So, import step3 option is limited to few modules.
>
> On Fri, Nov 21, 2014 at 3:01 PM, mathdesc <mathdesc at yahoo.fr
> <mailto:mathdesc at yahoo.fr>> wrote:
>
> Hi Uma, devlist,
>
> Did you get the time to dig into it ?
>
> For I know, it looks like that Step 3 RECORD_DUPLICATE_HANDLING
> is force-disabled for "inventory modules" as commented in the code
> which
> refers to Quotes, Invoices, SalesOrders and PurchaseOrder.
>
> I tested force-enabling and bring up the step3 box and record
> definition
> but import fails at some point.
>
> Please let me know if you want me to describe the testing
> procedure for
> you to reproduce.
>
> Mathieu
>
> Le 05/11/2014 18:45, mathdesc a écrit :
>> Thanks Uma, I was sure it was a misunderstanding :)
>>
>> Since 5.04 the Import module has been greatly reworked and
>> upgraded but
>> it looks like no Step 3 "criteria settings for record handling"
>> has ever been enabled
>> for Quotes, Invoices, SalesOrders.
>>
>> For anyone whom might step across the same issue, here is the
>> recap / scope :
>> http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-June/027207.html
>> http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-June/027266.html
>> http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-July/027361.html
>> http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-July/027361.html
>>
>> BR,
>>
>> mathdesc
>>
>> Le 05/11/2014 17:04, Uma S a écrit :
>>> Ok, Sorry! I noticed it now, There is no block with step3. Will
>>> dig into this and get back soon.
>>>
>>> I apologize for my previous confirmation, I might have confused
>>> somewhere.
>>>
>>> On Wed, Nov 5, 2014 at 7:35 PM, mathdesc <mathdesc at yahoo.fr
>>> <mailto:mathdesc at yahoo.fr>> wrote:
>>>
>>> Hi,
>>>
>>> Following the advice, I've installed a fresh 6.1 official
>>> source from :
>>> https://www.vtiger.com/open-source-downloads/
>>> and from
>>> http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.1.0/
>>>
>>> Yet still nothing changed : no step 3 in import process for
>>> Quotes, Invoices, SalesOrders... only step 1 and 2
>>> are available for those modules (official and svn) :/
>>>
>>> Uma when you say that on 6.1 you checked the issue and
>>> confirmed it worked, did you actually
>>> go in the invoice, clicked import and are able to see the
>>> step3 box with the checkbox being tickeable ?
>>>
>>>
>>>
>>>
>>> BR,
>>> mathdesc
>>>
>>>
>>> Le 27/08/2014 10:09, mathdesc a écrit :
>>>> Hi,
>>>>
>>>> It is a fresh 6.0 installed there, release version.
>>>> In this version, Import step 3 is broken at least for
>>>> Quotes, Invoices, SalesOrders as much I can tell
>>>> and working for Leads, Contacts, Organizations, Opportunities.
>>>>
>>>> Gosh, it only take two months to confirm that's actually a
>>>> regression !
>>>> Self-reply on my 20/06 mail for the registry:
>>>>
>>>>
>>>> Le 20/06/2014 09:28, mat a écrit :
>>>>> [...] Just to confirm/go further :
>>>>> - is it actually supported to handle duplicate records for those
>>>>> modules ?
>>>> Yes it should but it is broken on 6.0.
>>>>> - if not, is it a planned feature or even already assigned ? [...]
>>>> It should be fixed on 6.1 which is not yet production ready :/
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> Le 20/08/2014 13:11, Uma S a écrit :
>>>>> Hi,
>>>>>
>>>>> I have checked your issue against 6.1.0
>>>>> (http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.1.0/).
>>>>> Which works fine here. Could you please mention me which
>>>>> version of vtiger you are using. And for which and all
>>>>> modules it breaks.
>>>>>
>>>>>
>>>>> On Wed, Aug 20, 2014 at 1:42 PM, mathdesc
>>>>> <mathdesc at yahoo.fr <mailto:mathdesc at yahoo.fr>> wrote:
>>>>>
>>>>> Hello Uma,
>>>>>
>>>>> I apologize for bumping the topic again but I didn't
>>>>> got your reply.
>>>>> Maybe this lacking feature is enabled on commercial
>>>>> release ?
>>>>>
>>>>> BR,
>>>>> mathdesc
>>>>>
>>>>> Le 17/07/2014 09:43, mat a écrit :
>>>>>> Hello,
>>>>>>
>>>>>> Uma thanks for asking, I really need help
>>>>>> investigating this for exporting/importing are
>>>>>> key-features
>>>>>> in the day-to-day workflow, not to mention it also
>>>>>> ease a lot the tedious work of re-importing stuff
>>>>>> when adopting vtiger.
>>>>>>
>>>>>> Could it be a regression-like issue on 6.0 ? This is
>>>>>> solved on 6.1 ?
>>>>>>
>>>>>> Best regards,
>>>>>>
>>>>>> Mathdesc
>>>>>>
>>>>>>
>>>>>> Le mardi 01 juillet 2014 à 13:25 +0200, mat a écrit :
>>>>>>> Hi,
>>>>>>>
>>>>>>> It is a fresh 6.0 installed there, release version.
>>>>>>>
>>>>>>>
>>>>>>> Le mardi 01 juillet 2014 à 13:48 +0530, Uma S a écrit :
>>>>>>>> Hi,
>>>>>>>>
>>>>>>>>
>>>>>>>> Can you please share in which version of vtiger are
>>>>>>>> you facing this problem?
>>>>>>>>
>>>>>>>>
>>>>>>>> On Tue, Jul 1, 2014 at 1:40 PM, mat
>>>>>>>> <mathdesc at yahoo.fr <mailto:mathdesc at yahoo.fr>> wrote:
>>>>>>>>
>>>>>>>> Hello,
>>>>>>>>
>>>>>>>> I am still looking how to enable step3 on
>>>>>>>> importing (step "criteria settings for record
>>>>>>>> handling") that
>>>>>>>> is missing (notably) in Invoice module and am
>>>>>>>> very surprised by the low level of feedback on
>>>>>>>> the list :
>>>>>>>> am I the only one that need this step working ?
>>>>>>>>
>>>>>>>> Mathdesc
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> _______________________________________________
>>>>>>>> http://www.vtiger.com/
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> With
>>>>>>>> Best Regards
>>>>>>>> Uma.S
>>>>>>>> Vtiger Team
>>>>>>>> _______________________________________________
>>>>>>>> http://www.vtiger.com/
>>>>>>>
>>>>>>> _______________________________________________
>>>>>>> http://www.vtiger.com/
>>>>>>
>>>>>>
>>>>>>
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> With
>>>>> Best Regards
>>>>> Uma.S
>>>>> Vtiger Team
>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>>
>>>
>>>
>>> --
>>> With
>>> Best Regards
>>> Uma.S
>>> Vtiger Team
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
>
>
> --
> With
> Best Regards
> Uma.S
> Vtiger Team
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