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J Roam How can I get a custom field to display on the Opportunity Product entry screen.
Hello,
I want to display a custom number field on the Opportunity Product selection screen. We put in the Opportunity QTY on the Opportunity and default it to each Opportunity Product. However, for exceptions I want the user to be able to enter that QTY when entering the Product, and not have to create the Product line item and then go back and edit the Opportunity Product line item - which seems to be the only way of seeing / editing custom fields on the Opportunity Product.
I have the logic and formulas all worked out, I just want to display the custom number field during the initial data entry, so they just have to go do it once.
Thanks,
-J
I want to display a custom number field on the Opportunity Product selection screen. We put in the Opportunity QTY on the Opportunity and default it to each Opportunity Product. However, for exceptions I want the user to be able to enter that QTY when entering the Product, and not have to create the Product line item and then go back and edit the Opportunity Product line item - which seems to be the only way of seeing / editing custom fields on the Opportunity Product.
I have the logic and formulas all worked out, I just want to display the custom number field during the initial data entry, so they just have to go do it once.
Thanks,
-J
Have you tried adding your custom field to the Opportunity Product Page Layout?
Setup - App Setup - Customize - Opportunities - Opportunity Products - Page Layouts
Oh yes,
You can see it AFTER you add a product (and go back to the record). But not on the Add a Product screen.