Opportunity Line Item

Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.

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#3616 - custom fields values when creating a contract

Closed General Question created by lior1 Verified Purchase 3 years ago

Is there a way to add opportunity custom fields copied to contact custom fields?

Urdhva Tech Provider Affiliate
3 years ago

Hello, Thank you for using our add-on.
You need to edit one file(modules\ut_Opplineitem\createContract.php) and add value as shown example. It will carry forward your Opportunity field to Contract field. Example: $contract->end_date = $oOpportunity->date_closed;

Let me know how it goes.

Thanks & Regards, Team Urdhva Tech

reply
- lior1 Verified Purchase
  3 years ago
  
  thanks for the promt reply, whay about future upgrades? is it upgrade safe?
  
  reply
- Urdhva Tech Provider Affiliate
  3 years ago
  
  This file is from our add-on. So you need to put back your changes when you install our new version. It won't affect the SuiteCRM upgrade.
  
  Thanks & Regards, Team Urdhva Tech
  
  reply
- lior1 Verified Purchase
  3 years ago
  
  Thanks, I meant add-on upgrade safe, I understand it's not:)
  
  reply
- Urdhva Tech Provider Affiliate
  3 years ago
  
  Yes, it will need to re-enter your custom code.
  
  Thanks & Regards, Team Urdhva Tech
  
  reply

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Opportunity Line Item

#3616 - custom fields values when creating a contract

"Very nice plugin if you want to work with opportunities only, not with quotes." - Televic Digital

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