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Project Operations -Lite - Quote Revision - Copy custom field data to Quote Line Details

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Posted on by TStephenson
I'm finding that when using the Revise Quote functionality, the Quote is being revised and the Quote Lines are being created with all appropriate data. However, the Quote Line Detail lines are being created, but only with OOB field data. No custom fields are being copied over.

I'm not sure what setting where I need to change to make this functional. 

 
Categories:
Dynamics 365 Project Operations
Dynamics 365 Project Service Automation
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  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 12,729 Most Valuable Professional on at
    Project Operations -Lite - Quote Revision - Copy custom field data to Quote Line Details
    You will need a help of a CMR/PP developer to customize the process for you.

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