How to auto set sales team field in sales/quotations?

Question

I have defined a sales team with some members that I have properly configured. Everything is working fine but the issue is that when I logged using a member of that newly created team, on creating a new quotation/sale, the sales team field in other information is not set automatically, while the sales person field is set automatically as expected. Is this is openERP's default behaviour or there's some bug in my system?

Can there's any way to set this sales team field automatically? The company'

Atchuthan - Technical Consultant, Sodexis Inc · Answer

In User configuration, you could select your default sales team.

Settings --> Users --> select default sales team for that particular user.

Danijel · Answer

If you want to change the default value to something that is not listed in the Default dropdown, then you should do the following (it's way faster thank anything else and there's no need to change the code):

Fill the field with wanted value (sales person in your case) which you want to set to default and THEN go to the developer mode, Click on Debug View dropdown and select Set Defaults. Now you see you have a NEW (exactly the one you wanted) default value in the dropdown, which you can select.

관련 게시물	답글	화면
Sales Teams salesteams sales invoice salesperson	0 6월 15	3791
Same salesperson - different sales team salesteams salesperson	1 12월 20	2714
Sales person customer acees 해결 완료 salesteams salesperson	1 11월 20	3139
Sales. How to restrict assignment to sales persons only. sales salesperson	1 9월 15	4424
How to make a Salespersons Hierarchy ? salesteams sales	0 3월 15	5097

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