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ReportDoes anyone know if it is possible to convert a opportunity (won) into a quote without using code?
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Does anyone know if it is possible to convert a opportunity (won) into a quote without using code?
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if I get a chance to get around to checking that, I will report back. (in the mean time I just let my price calculation recompute those values every time)
I would enable auditing and see what fields are getting value set On Create. The Audit History would confirm for sure if the values are being set at all or if they are overridden or cleared by any other process. Even if the platform modules like CS/Sales Hub changes this, you should be able to see in the history anyway.
it might also be worth enabling plugin trace to see whats being triggered and see if there is any step thats you do not expect to be there.
Genius, I say, genius!
So, back to the main topic. I have verified mappings for both Oppty=>Quote and Opptyproduct=>Quotedetail. However, several fields don't migrate.
Quote: {totallineitemamount, totalamountlessfreight, totalamount, discountamount}
Quotedetail: {baseamount, volumediscountamount, extendedamount} -- I would say the Money fields but that priceperunit makes it over.
Again, I have the autopricing feature turned off and I'm the only one who has created any plugins for this org. So, no process should be touching them. UNLESS there is something in one of the "extension" apps -- Customer Service, Customer Service Hub, Sales and Sales Hub.
Hi
Run the following query in FetchXML builder plugin on XrmToolBox to get the mapping id
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
<entity name="entitymap" >
<attribute name="entitymapid" />
<filter type="and" >
<condition attribute="sourceentityname" operator="eq" value="opportunityproduct" />
<condition attribute="targetentityname" operator="eq" value="quotedetail" />
</filter>
</entity>
</fetch>
From the results, copy the mapping id and replace the the mappingid placeholder in the the URL below and also set the URL of your ORG.
https://[CRM Org URL ]/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=[mappingid]
Once you built the url, you will get a page like the following
Yes. I got no results so I dropped the $select and scanned all of them. There are 50 entries and none of them are for oProduct/oqDetail.
what if there's 50 entries and none of them are for salesorderdetail, quotedetail or opportunityproduct?
Hi
Please refer to the link below if you would like to check or update OProduct to qProduct mapping which is not exposed by default
www.inogic.com/.../add-mapping-for-custom-attribute-of-order-product-to-invoice-product
In 365 all you have to do is mash the + sign on the opportunity Quotes grid to get a populated quote. But why doesn't it move all columns from oProduct to qProduct? I have system pricing turned off and I expect the Extended Amount to copy and it doesn't. Is there a mapping somewhere I can configure or is this something I have to accomplish in my custom pricing code?
There are many ways this can be achieved. One of them is using an on-demand workflow to transfer the desired data from the Opportunity to the Quote.
If you are also looking to transport the products from the Opportunity to the Quote, there is at least one tool that will allow you to copy them over in the same Workflow
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