Our organization is wanting to generate and send quotes to customers based on when their contracts are nearing expiration instead of using the typical invoice functionality. I was able to add the a sub-grid for the quote in my Contract form as well as create a 1:N relationship between the Contract and Quote to pull in some of the basic information upon quote creation.
However, I'm struggling to find any way to get the contract line items to populate in the quote products. I went ahead and created another 1:N relationship between the Contract Line Items and the Quote Products. One of the first things I noticed is I cannot create a mapping between the Quantity field in both entities because one is a Whole Number and the other is a Decimal.
For testing purposes, I elected to map the Exchange Rate to to Quantity since it is a required field for Quote Products. I wanted to see if I could get it to work at all. I also mapped the Title to be the Write-in-product and the rate to the price per unit. However, when I create a new quote from a contract, it does not create any quote products. It seems these mappings are not doing the trick.
Any ideas on how to get the Contract Line items to pass into the Quote Products when generating a quote from a contract?
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