Show associated order in a project

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We have a workflow that creates a project once an opportunity is closed (when a quote is converted to an order). How can I display the associated order on the project form? I can show the opportunity but I can't seem to get to showing the order that is tied to that opportunity.

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semosby 230 on at

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RE: Show associated order in a project

Sounds like you've created a simulated 1:1 relationship with opportunity quotes and orders. If this is the case, and you don't plan to revert back to the original configuration, then you can add a order lookup field to the opportunity and populate on close of the opportunity.

Or... You can adjust your workflows. If there is a workflow that fires when the order is created to close the opportunity, use this workflow to create the project and update the order field. This also assumes you have a lookup to order on the project entity.

There is quite a bit of guessing on my part.

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RE: Show associated order in a project

When I'm on the project form and try to create a sub grid or quick view none of the options available tie to the order, best I can get is the opportunity. I looked in the workflows and I can't figure out a way to get the order to attach to the project. Right now we have it as a lookup and we have to manually select it.

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Aileen Gusni 44,524 on at

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RE: Show associated order in a project

Dhpub,

Just to make sure that you are having relationship:

1:N -> Project to Opportunity (mean lookup field in the Opportunity to Project)

1:N -> Project to Order

Assuming you already have this relationship, right?

Then from your Opportunity, you create Quote, after Quote Active, you won by creating the Order, once Order is created then Opportunity Closed?

In the Quote, do you also have Project?

Can I suggest you to create the relationship as well between Project and Quote.

Then if you are using CRM Sales process, no customization, please add mapping the mapping of the project id, between Opportunity to Quote and Quote to Order.

To add the mapping, go to Opportunity, find relationship 1:N, find Opportunity and Quote then add the Project lookup for mapping.

Do the same thing, now go to Quote, 1:N Quote to Order then also add the Project lookup for mapping.

So that Once the Opportunity then create Quote, the Project is also be mapped, then once create Quote then Won it, create Order, in the Order form also will inherit the same Project ID.

Hence, the result here, the Order and Project are connected, you can create subgrid between Project and Order and see your tied Order from this Project.

Anyway, assuming that your relationships between those 3 entities are same as I defined in the very first place only it will work.

Hope this helps.

Thank you.

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RE: Show associated order in a project

The project is created when the opportunity is closed

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RE: Show associated order in a project

I haven't really tinkered with relationships. When I'm in the opportunity to quote relationship and I want to add a field mapping as you describe, what do I choose for source and target entity fields?

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Aileen Gusni 44,524 on at

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RE: Show associated order in a project

Dhpub,

Firstly, create firs relationship 1:N Between Project and Quote, and Project and Order.

Then in the mapping you choose Project ID okay.

Thanks.

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RE: Show associated order in a project

Ok, I created the relationships (project to order and project to quote) and there is one mapping that was auto created, source name is rms_projectsid and target name is rms_projects_ordereid. Where do I go from here?

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Aileen Gusni 44,524 on at

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RE: Show associated order in a project

Now,

You go to Opportunity - Quote

And Quote to Order

Then do mapping the Project Id between them.

please see my previous post about this, explained before.

Thank you.

Thank you.

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RE: Show associated order in a project

I think I'm a little lost here, I'm sorry and I appreciate your help. Let me see if I can re-describe everything, maybe I'm missing a part you need to know.

The way it works now is that when an opp is closed the assigned workflow creates a project right before is stops, and the order is also created by the closing of the opp (as won). There is a lookup field in the project where we can assign the order record to the project. It's blank and we have to manually choose the project.

In projects, I created a 1:N relationship (Projects to Quote), I named it rms_projects_quote, gave it a display name of projects_quote and the name auto filled in with rms_projects_quoteid. When I saved it a mapping was created rms_projects_id to rms_projects_quoteid

Then still in projects I created a 1:N relationship (Projects to Order), I named it rms_projects_order, gave it a display name of projects_order and it auto filled in rms_projects_ordered. There is one mapping rms_projectsid to rms_projects_ordered

Going back to the opportunity I found Opportunity to Quote, when I open it there are several mappings already there (15 of them). If I add a new mapping I'm not sure what to choose for source entity field and target entity field.

There was no field in the opportunity for the project so I added a single line of text field (rms_project). Does this need to be a lookup field? Would that then map to the target field of rms_projects_quoteid?

Sorry for the slow pickup, I'm really not sharp on this (and many other) areas of CRM and again I really appreciate your patience and help.

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Aileen Gusni 44,524 on at

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RE: Show associated order in a project

DhPub,

"There is a lookup field in the project where we can assign the order record to the project. It's blank and we have to manually choose the project."

--> If this is manual, then you no need to create any setting anymore.

What is the relationship between Project and Opportunity anymore?

Actually I am really confused about your first question that your explanation, seems got different here. Could you please help to enlighten me by providing screenshot of your current system and what is your purpose.

There was no field in the opportunity for the project so I added a single line of text field (rms_project). Does this need to be a lookup field? Would that then map to the target field of rms_projects_quoteid?

--> If you already create 1:N Project to Quote, and Project to Opportunity then it should be having lookup field in both entities, Quote and Project to Project that you need to add.

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