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jadenjaden 

Opp Line Item to Quote Line item Update

Hi,

 

I have been given a specification and I have seen a lot on the boards that suggest's this may not possible, Any input from those with more experience would be appreciated.

 

The Trigger will

move the values in the following custom fields “Program / Platform”, “Customer P/N”, “Tooling Value” and “Production Type” from the Opportunity Product Line

 

to Quote line item

custom fields “Program / Platform”, “Customer P/N”, “Tooling Value” and “Production Type”.

The Quote Line will be associated

to the Quote that was created from the “New” button action on the Opportunity Related List

“Quote”.

 

Thanks in advance for your input.

ChadMeyerChadMeyer
There is a free AppEx package for syncing custom fields between those two objects if that is what you are trying to do. It works well for the most part. http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IlfVEAS
Mauricio OliveiraMauricio Oliveira

I have tried that app, but it doesn't work as expected for fields on QuoteLineItem side that have a default value on them. Is this a real limitation? Is there any solution for this?

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