How does Opportunity & Quote product details transferred?

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Posted on by Karuna_Karan

Hi,

Can somebody help me to understand how Opportunity product (lines) is created as Quote product (lines)? When we create a quote, system gets Opportunity products and auto populates in the quote lines (quote product) automatically. I would like to understand how this works in the background. I'm doing a test by creating a custom entity and trying to transfer SO lines to the custom entity lines.

Is this possible to achieve without writing code? using relationship (1:N) and mapping fields ??

Would appreciate your help.

Regards

Karuna

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Fritz Camille 580 on at

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Yes, it is possible without code. You need to create 2 entities. 1 Main entity with the header for the SO and another CRM entity for the products. You then create a 1:N from your header entity to your product entity.

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Karuna_Karan on at

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Hi Fritz,

Thanks for the reply. The 1:N relationship has been created for the custom entity (btwn header and product). And btwn Sales Order header and custom entity header. But i'm not sure, how the Sales order line (order product) is stored as (custom entity product -under header).

Regards

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Community Member on at

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You need to insert a Sub-Grid in you new entity.

When your in the new entity form go to the INSERT TAB

select Sub-Grid.

Select the Data Source you need.

Note: Make sure you publish your entity.

Don't forget!: If you have received the answer to your question - mark your question as answered

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Karuna_Karan on at

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Dear Damon,

Thanks for your reply, I have done these steps already. The new entity has a subgrid with product lines (separate form inside the custom entity).

1. I created a custom entity, made a 1:N relationship with Order form.

2. Created a 1:N relationship with custom entity and its subgrid form.

3. Now we can create a line item manually from within the custom entity.

What i'm trying to achieve is, when we create a quote from opportunity or SO from quote, system will automatically create the line items from opportunity/quote product to the next entity. This is my pain. I want Order product automatically populated in the custom_product form.

Regards

Karuna

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Rajkumar Rajaraman on at

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Hi Karuna,

Try this scenario in workflow.

Regards,

R.Rajkumar

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Community Member on at

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The item lines are separate records linked to the parent.

There is no way to reproduce a set of records under a new parent without writing code.

For example, when you create a Quote from an Opportunity, for each Opportunity Product line item in the Opp, a matching Quote Product line item record is created under the Quote.

For the built-in entities there is a single message you can call to do this (ie to add quote products, or order or invoice products matching an opp / quote / order depending on where you come from). For a custom entity you will need some kind of loop here to iterate through the line items.

You might be better off re-using one of the built-in entities instead of trying yo build your own. Why do you want a custom entity for this?

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Karuna_Karan on at

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Thank you Adam,

My custom entity is called "Subscription". When the SO is submitted, it will create a Subscription record automatically (using WF). The relationships are built. I'm trying to move the SO line items to Subscription line items without writing code. So we can maintain customer subscriptions after submitting SO. Just lab testing.

Even tried WF to create Subscription lines when the Order lines are submitted along with Order. I'm trying to learn how to call this message, to create subscription lines from order lines. Trying to find/do the loop with the CRM tools inside.

Regards

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Community Member on at

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OK, your scenario makes sense. I have done something similar before for "Licences".

There is no magic message for this, since your Subscription is a custom entity.

You need code. Personally I would suggest building this as a custom workflow assembly that you can call from a workflow, passing in parameters such as the order GUID. You probably need one to iterate and create matching lines, and possibly another to handle cancellations. (eg if an Order is fulfilled so you add the subscription lines, then the Order is cancelled because they failed to pay)

Then you can keep all the business logic in the workflow, and only the necessary code in the assemblies. The workflow logic can include other things like email confirmations or reminder tasks (especially in the case of cancellations).

Hope this helps.

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Karuna_Karan on at

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Thank you Adam,

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