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Aurora Ganguly 10
Standard Quote and Quote line item
Hi ,
am using enterprise edition for standard process, where from opportunity am creating quotes. (in quote i have one custom pocklist SERVICE TYPE)which am selecting while generating the quote , so once quote is generated i need to add quote line item .so based on the service type selection i want to populate those products related to that service which i have given while creating quote . In product i have same custom field service category , so my quote service type should map with prouduct service type and should populate those products when i click add products from quote line items.
Plz reply if its possible to solve
Looking for your reply
Thanks
am using enterprise edition for standard process, where from opportunity am creating quotes. (in quote i have one custom pocklist SERVICE TYPE)which am selecting while generating the quote , so once quote is generated i need to add quote line item .so based on the service type selection i want to populate those products related to that service which i have given while creating quote . In product i have same custom field service category , so my quote service type should map with prouduct service type and should populate those products when i click add products from quote line items.
Plz reply if its possible to solve
Looking for your reply
Thanks
May I suggest you please refer the below link for reference.
- https://success.salesforce.com/answers?id=9063A000000pHCyQAM
hope it helps.Please mark it as best answer if the information is informative.
Thanks
Rahul Kumar