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.
#3616 - custom fields values when creating a contract
Is there a way to add opportunity custom fields copied to contact custom fields?
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"This is a great plugin if you need to send quotes before closing the the opportunity." - alexteixeira
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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
3 years ago
thanks for the promt reply, whay about future upgrades? is it upgrade safe?
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
3 years ago
Thanks, I meant add-on upgrade safe, I understand it's not:)
3 years ago
Yes, it will need to re-enter your custom code.
Thanks & Regards, Team Urdhva Tech