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Finance | Project Operations, Human Resources, ...
Answered

Passing new variables from Quotation to Project

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Posted on by 15

Hello,

I am attempting to pass the values of new (extended) variables that we added to the SalesQuotationTable and to the ProjTable during the transfer project process. I've already found my way into the SalesQuotationProjLinkWizard class (the class, not the form code) and the createProject function. Where I am struggling is how exactly to best extend this code to add my variables and I am wondering if there is something I am missing about the extension process. The main issue I am running into is that the function creates the ProjTable record to be written and calls for validation to said record all within the same function without there being any good place (that I can see) to extend. I am definitely newer to D365 development and I am curious how someone else would go about solving this problem.

The only place I see a potential to extend and pass data from the salesQuotationTable and to the newProjTable record is the line

newProjTable.copyAdrFromQuotation(salesQuotationTable);

but since my fields have nothing to do with the purpose of that function that just seems like bad coding. Again I am fairly new to D365 development and might be missing something simple so any help would be appreciated.

Thank you,

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at

    Hi Samuel,

    You can try to create a post method to copy the other fields and update the projTable record. However, this might be error prone. Depending on other logic, you might get run time errors that another user changed the record.

    If you are in less hurry, you can contact Microsoft and create an extensibility request: docs.microsoft.com/.../extensibility-requests

  • Samuel Roberts Profile Picture
    15 on at

    I appreciate the quick response. Not the answer I was hoping for but roughly what I expected.

    Thanks again,

    Samuel Roberts

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