{"id":1620,"date":"2020-02-21T11:55:17","date_gmt":"2020-02-21T11:55:17","guid":{"rendered":"https:\/\/www.vtigerspain.es\/?p=1620"},"modified":"2020-02-21T12:05:19","modified_gmt":"2020-02-21T12:05:19","slug":"cree-copias-revisiones-de-cotizaciones-facturas-y-otros-registros-en-vtiger-7","status":"publish","type":"post","link":"https:\/\/www.vtigerspain.es\/en\/cree-copias-revisiones-de-cotizaciones-facturas-y-otros-registros-en-vtiger-7\/","title":{"rendered":"Cree copias \/ revisiones de cotizaciones, facturas y otros registros en VTiger 7"},"content":{"rendered":"

A menudo nos encontramos frente a este requisito de nuestros clientes; \u00ab\u00bfEs posible hacer varias copias de una factura?\u00bb. Y nos cansamos de responder \u00abNo\u00bb y se nos ocurri\u00f3 una soluci\u00f3n.<\/p>\n

Revisiones \/ Copias de VTiger Records<\/h3>\n

El equipo de desarrollo de VTExperts cre\u00f3 esta personalizaci\u00f3n para VTiger 7 y VTiger 6, que permite crear revisiones de cualquier registro SIN alterar la numeraci\u00f3n real del registro. La mayor\u00eda de nuestros clientes pidieron revisar las Cotizaciones y Facturas, por lo que haremos de ellos los m\u00f3dulos espec\u00edficos por el bien de la escritura.<\/p>\n

\u00bfQu\u00e9 hace?<\/h3>\n

Con esta personalizaci\u00f3n implementada, los usuarios de VTiger pueden crear tantas copias de los registros de cualquier m\u00f3dulo est\u00e1ndar o personalizado como sea necesario. Por ejemplo, si clona \/ duplica una factura o una cotizaci\u00f3n, solo crear\u00e1 una revisi\u00f3n y no alterar\u00e1 la numeraci\u00f3n en curso de cotizaciones, facturas, etc.<\/p>\n

 <\/p>\n

\"create<\/p>\n

<\/h3>\n

\u00bfC\u00f3mo se hace?<\/h3>\n

As\u00ed es como lo dise\u00f1amos. Tenga en cuenta que esta no es la \u00fanica forma de hacerlo. Podemos personalizarlo de cualquier manera que necesite:<\/p>\n

    \n
  1. Abra el registro para el que necesita crear una copia \/ duplicado.<\/li>\n
  2. Haga clic en \u00abM\u00e1s\u00bb<\/li>\n
  3. Ver\u00e1 la opci\u00f3n \u00abDuplicar y crear revisi\u00f3n\u00bb<\/li>\n
  4. Una vez que haga clic en este bot\u00f3n, duplicar\u00e1 esta factura (en modo de edici\u00f3n) y le dar\u00e1 el n\u00famero de cotizaci\u00f3n \/ factura \/ registro. como QUO-00001_REV1 \/ INV-00001_REV2 etc.<\/li>\n<\/ol>\n

     <\/p>\n

    \"create<\/p>\n

     <\/p>\n

    Puede crear tantas revisiones de un registro como sea necesario. La numeraci\u00f3n seguir\u00e1 agregando secuelas a REVXX, por ejemplo, REV56, REV98, etc. Tampoco perturbar\u00e1 el n\u00famero de registros en curso, p. QUO-3563 seguir\u00e1 siendo 3563 con la adici\u00f3n de _REV00, sin importar cu\u00e1ntas revisiones haga.<\/p>\n

    La funci\u00f3n de duplicado simplemente funciona como el Duplicado est\u00e1ndar para cualquier registro. El sufijo REV00 tambi\u00e9n se puede cambiar a cualquier combinaci\u00f3n de n\u00fameros y \/ o alfabetos. As\u00ed es como lo hicimos para uno de nuestros clientes.<\/p>","protected":false},"excerpt":{"rendered":"

    A menudo nos encontramos frente a este requisito de nuestros clientes; \u00ab\u00bfEs posible hacer varias copias de una factura?\u00bb. Y nos cansamos de responder \u00abNo\u00bb y se nos ocurri\u00f3 una<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[16],"tags":[],"class_list":["post-1620","post","type-post","status-publish","format-standard","hentry","category-noticias"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts\/1620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/comments?post=1620"}],"version-history":[{"count":2,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts\/1620\/revisions"}],"predecessor-version":[{"id":1622,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts\/1620\/revisions\/1622"}],"wp:attachment":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/media?parent=1620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/categories?post=1620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/tags?post=1620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}