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Opportunity Product Line to Quote Product Line

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Hello -

Right now when we enter in a part # into Opportunity Product Lines, it automatically enters it into the Quote Product (see red below). I want to have it do the same for the field /MOQ/ (see yellow below) and I cannot figure it out for the life of me. I've gone into Advanced Settings, looked at 1:N relationships and cannot find anything. Any help on this would be appreciated. Thank you.

Categories:

Product Catalog

Leads or Opportunities

Quotes / Orders / Invoices

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Dengliang Li Microsoft Employee on at

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Opportunity Product Line to Quote Product Line

Hi,

You can use Power Automate Flow to achieve your requirements.

This flow is triggered only when the MOQ field is modified.

Compare the value of the Existing Product field to find related Quote Product records.

Synchronize the MOQ fields of related Quote Product records

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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