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kstites2001
Opportunity Line Item Custom Fields
I have 2 custom fields on the opportunity line item that are Quantity 1 and Sales Price 1. I need these fields to mirror on the quoting object. This doesn't seem to be available to do through a formula field. Is there are way to do this?
I've only ever been able to do this with a trigger. You have to be very specific - do you want to synchronize these fields with every quote, the synchronized quote, or a specific quote? The logic is different for each one. Also, if a corresponding change is made at the quote level, should the change roll up? And how does this impact synchronization?
This can get fairly complex fairly quickly.
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html
Please like this post if above link is helpful
Thanks
Amit Chaudhary
QuoteLineItem to OpportunityLineItem :-
If you want to sync OpportunityLineItem form QuoteLineItem then please create a formula field.
You won't be able to create it using the wizard, but you can manually enter the "OpportunityLineItem.Id" as the formula, for a formula field on QuoteLineItem.
After that to sync OpportunityLineItem from QuoteLineItem you can write a trigger. It will easy for you in this case you will get OpportunityLineItem.Id .
OpportunityLineItem to QuoteLineItem :-
Please try below code
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html
Thanks,
Amit Chaudhary