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Add Quote like functionality to the Custom Module

Shrikant Gaware

I need to create a module exactly same as quote module with all functionality of quote module

My Custom Module name is "Order Form"

Quote & "Order Form" will be related as 1 to Many  i.e 1 "Quote" : Many "Order Form"

Product and "Order Form" will be "Related" to each other as 1 to Many i.t 1 Order Form : Many Products

Product Bundle and "Order Form" will be "Related" to each other as 1 to Many i.t 1 Order Form : Many Product Bundles

The record & create layout and functionality of "Order Form" module will be same as quote module, with product and product bundle line item [qli] on the record and create view

the functionality I require is

1)

on Quote Module

if quote record status is accepted Then I need to enable a button/action-menu on quote record view as "Create Order"  else hide button "Create Order"

When "Create Order" button is click then it should get all quote fields data and open/navigate to "Order Form" module create view and auto fill all the data and also should auto fill all the quote line item data should be auto filled n the "Order Form"

When Order form is saved then Product Bundles & Product records of Quote Line Item should have the created Order Form Record Id in the related field.

2)

When user clicks on "Create Order Form" for the Module Menu then

Create View of the module should open and when user select the Quote Record on Quote Related Field then all the data of quote should be auto populated with quote line item data auto filled on the lien Item Panel

  • 0

    So, what is your question to the community?

    Best,

    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0

    What is the business reason for using a new custom module, instead of just using status/type on the Quotes module? - and a different pdf template if needed.

  • 0 in reply to Dmytro Chupylka

    Hello Dmytro

    The question is I would like a custom module just as quote.

  • 0 in reply to Adam Frank

    I have given same approach to the client that there is an unnecessary duplication on data in both the module in quote as well as in order form.

    the client wanted that there is order processing team they wont have access to quote data 

    I have given counter solution as 

    when quote status is confirmed then ->

    1. the quote will be get assigned to order processing team via Process Definition

    2. when an user from order processing team opens the quote record 

    3. then  in that quote module record make every other field and non editable as the user from order processing team will not be able to edit any other field and enable an panel in which there are order form fields which will be accessed by the order processing team.

    I am working currently on this POC will update if client agrees to it.

    Below are my question 

    1. But just out of curiosity if I want the make a quote with qli layout on create & record view like module will it be possible to build that ?

    2. What about Invoice as there is no Invoice Module in Sugarcrm how to generate an Invoice from quote?

  • 0 in reply to Shrikant Gaware

    It is unclear what challenge you client is trying to solve. Is there some user story given ?

    1.technically almost everything is possible with Sugar open architecture, the question is about expediency to spend budget on developers efforts rather then employ Sugar OOTB functionality and configuration capabilities

    2.in OOTB Sugar invoice is a pdf of the order, with corresponding title, while "order" is the attribute of Quote entity. As a partner, we sometimes advise and do add Invoices module with nessesary characteristics if business process of Invoice handling demands that. However, managing line items for such entity usually does not make sense, so the module is n:1 related to account and that is usually enough

    Best,

    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0 in reply to Shrikant Gaware

    I do not recommend duplicating the core Quotes module to make this custom module. As improvements/bug fixes are made to Quotes, you would need to be responsible for bringing those across to your custom module. This means the client pays more in the short term (by not following your proposed solution above) AND the long term (in support/maintenance). Not a great idea.

    Shrikant Gaware said:

    the client wanted that there is order processing team they wont have access to quote data 

    I'd ask them why this is important to them - is there commercially sensitive data here which would weaken your client's position in the market? Or is it just more that the order processing team don't *need* access to the quote data?

  • 0

    Hello there,

    I would tend to go with the crowd and avoid duplicating that type of feature. If you want to "hide" sensitive information, have you looked into Role-Based Views? This would hide the sales team's notes, maybe rebates, etc. 

    But my hunch is that an order management team will need to have access to most of the info. 

    Cheers,

    Damien

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group