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prakashedlprakashedl 

Sync between Opportunity line item and quote line item

I would like to sync between opportunity line item and quote line item. I have a few custom fields defined in addition to standard fields in both quote line item and opportunity line item objects. Custom fields in both objects are exact replica. Would the standard sync functionality available help in this? Currently, it doesn't copy over custom fields. I am eager to know, if I can reuse and tweak standard functionality to get this working. Thank you for your help
Message Edited by prakashedl on 03-02-2010 06:57 AM
JeremyMooreJeremyMoore

I also have the exact same need. Does anyone know how this is done?

LeadClic DeveloperLeadClic Developer

We found the same problem... right now Quotes is too strict, a sync between quote and opportunity for custom fields is a must have.

 

fmarkfmark

Hi

This is a required feature to make quotes useable

I have posted this as an idea. please view https://sites.secure.force.com/ideaexchange/ideaView?c=09a30000000D9xt&id=08730000000HpBH&returnUrl=%2Fapex%2FideaList%3Fc%3D09a30000000D9xt%26sort%3Drecent

regards

Mark Riley

osamanosaman

Can I call the sync method using apex?

SimplySfdcSimplySfdc

Check this in AppExchange
https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000003IlfVEAS
Custom Quote Sync
App by Force.com Labs 11/2/2010

Mauricio OliveiraMauricio Oliveira

I tried this app and apparently it worked great... but I found out that for fields that have a 'default value' defined on the QuoteLineItem, that default value is overwriting the value that should be synced.

 

Anyone had this problem and know how to solve it?

kblachfordkblachford

I am having the exact same problem. Looking for help defaulting quote line items if the user decides to add items to the quote first instead of the opportunity products.

Amit Chaudhary 8Amit Chaudhary 8
I have created a blog for this issue Please check below link :- 
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html

Please like this post if above link is helpful 

Thanks
Amit Chaudhary
GulshanRajGulshanRaj
Hope this will help

http://rajgulshan.blogspot.in/2017/05/sync-quote-line-item-custom-fields-with.html