Scenario
Our sales team receives an RFQ from the customer, which serves as the basis for the quotation. Once the customer confirms the order by sending a purchase order (PO), the RFQ reference is updated and overwritten by the PO number. To maintain a record of the RFQ number after the quotation is sent, we can log the RFQ number in Chatter. Let’s move forward with this approach.
Solution
Create an automation rule as follows:
Model: Sale Order
Trigger: On save.
When Updating: Blank or status
Before update Domain: Status = Quotation
Apply on: Status = Quotation sent
Action: Execute code
record.message_post(body="RFQ reference is " + record.client_order_ref)
One the automation rule is setup, every time RFQ is sent, customer reference is logged in chatter.
Note 1: Odoo logs document changes in chatter, however not all fields are tracked and logged. Above method can be adopted the code used above and using technical name of the field you need logged.
Note 2: Avoid using excessive automation as this can impact sytem performance. Use sparingly in only absolutely necessary use cases.