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How do you bypass the requirement to create a Revenue Line Item before you can save an Opportunity?

Eric Grapengeter

Customer uses the Revenue Line Items, but doesn't want to be forced to create one in order to save the Opportunity, as this does not fit their process.  They want to create and save the Opp, then come back later and either enter or import the individual RLI records.

The admin section for Opportunities does not offer the RLI to be optionally added later.  The only choices are use the RLI or don't use RLI and then they go away entirely.

Is there a way anyone has found to bypass the requirement that you must create at least one RLI?

  • 0 in reply to Angel Magana

    Thank you for your patience in working through it Angel.  That was the ticket, getting into that create-actions.php and commenting out those lines, then in the create-actions.js and the record.js making sure the warnings don't come up, and it's done!

    Thanks!

    --Eric

  • 0 in reply to Angel Magana

    Is this upgrade-safe if you're directly editing a file not in the /custom directory?

    And for On Demand installing this through the Module Loader, is it possible to comment out that

        array(

              'layout' => 'subpanels-create',

        ),

    without overwriting the default file (perhaps uploading this to somewhere in /custom)?

  • 0 Sugar Employee Badge in reply to Logan Sackett

    Logan,

    Apologies, the point wasn't clear as the message was merely directing Eric to the file that would need to be customized. You would still need to make the change in the ./custom directory.

  • 0 in reply to Eric Grapengeter

    Hi Angel,

    Is there a way to keep RLI subpanel on Opportunity create view, BUT make it not required? As of now RLI has a couple required fields and does not allow you to save Opp without them completed, which means RLI created. If I make original RLI  module fields not required and save Opportunity with empty RLI fields, would it create empty RLI or there is another way to achieve this?

    Regards,

    Dmitrii

  • 0 in reply to Dmitrii Mikhalchenko

    Hi Dmitrii Mikhalchenko 

    You can extend the controller modules/Opportunities/clients/base/views/create/create.js and override the method "getCustomSaveOptions". Basically you need to drop of the following line

    this._checkForRevenueLineItems(model, options);

    Kind regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Hi Andre,

    thank you for you response. 

    But this does not work. I am getting message that some required fields are not populated. And those fields on RLI subpanel:

     - Products

     - Item status

    I don't want to set all the fields non required, as they should be required if you specify RLI.

    Regards,

    Dmitrii

  • 0 in reply to Dmitrii Mikhalchenko

    You can setup a SetRequired dependency on RevenueLineItems in order to make those fields required if product_template_id is not empty.

    Cheers

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Hi Andre, 

    If I do it this way , when I click Save on Opportunity, it is saved without any error, bun then I can see Revenue Line Item with all empty values (except having default settings) created as well for Oppty. Which I don't want.

    Regards,

    Dmitrii

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