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Mapping quote product field when creating a quote RRS feed

  • Question

  • Hi all,

    When I add a quote product to an existing quote, the mapping of fields works fine and I'm able to customize it.

    Instead when I create a quote from within an opportunity, and quote product are automatically created from opportunity product, i this case mapping seems to not work.

    In particular is a key point for me to have pricelist field populated in quote products with opportunity pricelist.

    Do you now if there is a particular setup to make this situation work?

     

    Thanks

     

    Marco

     

    Wednesday, January 19, 2011 7:34 PM

Answers

  • You will have to follow this link to create mapping between custom fields of opportunitydetail and quotedetail:-

    http://crmconsultancy.wordpress.com/tailoring-the-product-selection-for-opportunities-and-quotes-in-dynamics-crm/productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product/

     Check the mappin of pricelist also.

    You can directly add pricelist using javascript. You can get the id of pricelist by opening pricelist form and pressing F11. Add this code on onLoad after changing id and name values according to your envoirnment:-

    //################
    //Auto populate Price List
    //################
    if (crmForm.all.pricelevelid.DataValue == null )
    {
    var lookupData = new Array();
       var lookupItem= new Object();
       lookupItem.id = '{1EACAE19-2B51-DF11-B859-0019B9D8525C}';
       lookupItem.typename = 'pricelevel';
       lookupItem.name = '2010';
    // Add the object to the array.
       lookupData[0] = lookupItem;
    // Set the value of the lookup field to the value of the array.
       crmForm.all.pricelevelid.DataValue = lookupData;
    }
    //################
    //End of Auto populate Price List
    //################

     


    Regards Faisal
    • Marked as answer by Marco Dodaro Thursday, January 20, 2011 5:45 PM
    Wednesday, January 19, 2011 9:48 PM

All replies

  • You will have to follow this link to create mapping between custom fields of opportunitydetail and quotedetail:-

    http://crmconsultancy.wordpress.com/tailoring-the-product-selection-for-opportunities-and-quotes-in-dynamics-crm/productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product/

     Check the mappin of pricelist also.

    You can directly add pricelist using javascript. You can get the id of pricelist by opening pricelist form and pressing F11. Add this code on onLoad after changing id and name values according to your envoirnment:-

    //################
    //Auto populate Price List
    //################
    if (crmForm.all.pricelevelid.DataValue == null )
    {
    var lookupData = new Array();
       var lookupItem= new Object();
       lookupItem.id = '{1EACAE19-2B51-DF11-B859-0019B9D8525C}';
       lookupItem.typename = 'pricelevel';
       lookupItem.name = '2010';
    // Add the object to the array.
       lookupData[0] = lookupItem;
    // Set the value of the lookup field to the value of the array.
       crmForm.all.pricelevelid.DataValue = lookupData;
    }
    //################
    //End of Auto populate Price List
    //################

     


    Regards Faisal
    • Marked as answer by Marco Dodaro Thursday, January 20, 2011 5:45 PM
    Wednesday, January 19, 2011 9:48 PM
  • This seems exactly what I needed, many thanks!!!!!

     

    Marco

    Thursday, January 20, 2011 5:46 PM
  • You will have to follow this link to create mapping between custom fields of opportunitydetail and quotedetail:-

    http://crmconsultancy.wordpress.com/tailoring-the-product-selection-for-opportunities-and-quotes-in-dynamics-crm/productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product/

     Check the mappin of pricelist also.

    You can directly add pricelist using javascript. You can get the id of pricelist by opening pricelist form and pressing F11. Add this code on onLoad after changing id and name values according to your envoirnment:-

    //################
    //Auto populate Price List
    //################
    if (crmForm.all.pricelevelid.DataValue == null )
    {
    var lookupData = new Array();
       var lookupItem= new Object();
       lookupItem.id = '{1EACAE19-2B51-DF11-B859-0019B9D8525C}';
       lookupItem.typename = 'pricelevel';
       lookupItem.name = '2010';
    // Add the object to the array.
       lookupData[0] = lookupItem;
    // Set the value of the lookup field to the value of the array.
       crmForm.all.pricelevelid.DataValue = lookupData;
    }
    //################
    //End of Auto populate Price List
    //################


    Regards Faisal

    would you please help me paste the content of this link to this forum as i can't visit it . thanks !
    Thursday, September 13, 2012 9:47 AM