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Hi,
Scenario - I created a custom field on the Quote Line
Problem - When an order is created from the Quote, the custom fields on the Quote Lines are not mapped.
I want my custom field on the Quote Line to passed onto the Sales Order Line
From the research, i know this is only achievable through a plugin / cwa.
How can i go about this ?
References please .....
Many Thanks,
Hi M,
We can implement it by mapping of the fields. The following is an example:
The Quote Line entity has a custom field "quote line field". The Order Line entity has a custom field "order line field".
When I want to create an Order from Quote, the value of "quote line field" will automatically map to "order line field".
1. First, we open the 1:N relationship between Quote Line and Order Line.
2. Click Mappings, click New to create a new mapping. Check "quote line field" and "order line field". OK.
3. In this case, the two fields will be mapped.
Note that the field mapping has the following requirements:
Please refer to the following articles about mapping:
https://www.marksgroup.net/blog/dynamics-365-mapping-fields/
https://readyxrm.blog/2017/02/01/dynamics-365-entity-field-mappings-explained/
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/map-entity-fields
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