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Add Quote Products from Quote Product Associated View RRS feed

  • Question

  • Hi,

    I am trying to prevent my users from adding write-in products to Opportunities, Quotes and Orders without taking away their ability to change the pricing of existing products.

    I have achieved this in Opportunity by forcing them to use the Opportunity Product Associated View (rather than the inline edit grid) and making the 'Select Product' field read-only and default to 'Existing' on the Opportunity Product form. I cannot do this in Quote because it appears as though you cannot create a Quote Product from the Quote Product Associated View?

    Can anyone confirm that is the case, or else is there a setting or configuration that I need to add in order to add the 'Add Quote Product' link in the same way that the Opportunity Product Associated View has the 'Add ?Opportunity Product' link?

    Many thanks,

    Pete

    Monday, October 27, 2014 2:21 PM