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SFDC@Error
automatically create quote line item and add opportunity line item as quote line item
How can i automatically create quote line item and add opportunity line item as quote line item when i will create Quote .I Have tried this trigger which is not working as per my requirement .
trigger createQuoteLineDetails on CQuote__c(after insert,before insert) { CQuote__c ord=trigger.new[0]; // Fetch Opp Id COpportunity__c oppId=[select id from COpportunity__c where id=:ord.QOpp_Name__c]; // Fetch Opp Lines List<Opportunity_LineItem__c> opplines=[select id,CurrencyIsoCode,Opportunity__r.name,Principal_Name__c, Product_Category__c,Product_Description__c, Product__c,Quantity__c,Unit_Price__c from Opportunity_LineItem__c where Opportunity__c=:oppId.id]; // Loop Opportunity Lines for(Opportunity_LineItem__c oppline:opplines){ // Create Order Line Object Quote_Line_Item__c QLine = new Quote_Line_Item__c (); QLine.Quote_Name__c= ord.Id; insert QLine ; } }
When you create a quote from an opportunity, Salesforce creates QuoteLineItems based on the OpportunityLineItems of the parent opportunity, and it copies all the standard field values automatically. You dont need to write a trigger here.
Regards
https://douglascayers.com/2017/03/25/copy-opportunity-line-item-custom-fields-to-new-quote-line-items/
PS: Please specify your requirements properly in words.