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How to add selectable Quoted Line item history to Quotes?

ted moriello

Currently in the Quotes module (V12.0 ENT) There are 3 mechanisms to add a Product to a quote

  • Product field on new line items
  • Product catalog dahlet
  • Product catalog Quick picks Dashlet

What I'm trying to accomplish is add a custom dashlet, extend the current Quick picks dashlet to include QLI history or even add a custom drawer.  

I need to be able to show QLI history based on the billing_account_id and have it work the same as Product Catalog Items.  When adding to the quote, it would carry the historical cost etc.

Has anyone accomplished this?  In Sugar 7-7.7 this was very easy to do.  Having a tough time adding this to sidecar.  

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    This is not an answer to your question, but it sounds like you want your user to be able to copy the line items from a previous quote, including the price. Won't the Copy function in the Action Menu on a prior quote do exactly that?

    FrancescaS

  • 0 in reply to Francesca Shiekh

    Oh thank you .  I just noticed now that you replied. 

    So a copy is not exactly what I'm looking for.  In 7.7 I had a totally custom html table that was appended to the bottom of the detail view.  On page load, it would run a query of all line items which that specific customer had ordered.  

    So let's say a customer ordered 10 unique items over 5 separate quotes. The table would show the quote numbers, the date, the items etc.  Then the user could select the items at will.  The items could be from 3-4 different quotes.  Then I had a button that said "Add selected products to quote" which took the selected ID's from the custom HTML table and added as products in the "products" table with all the previous values like sale price.  

    This was especially useful for repeat customers who order the same thing. The user did not have to look through Quoted line item history.  It was in a panel at the bottom of the detailview.  

    My customization was years ahead of sugars native dashboard which only shows recent items by that user, bot by the billing account ID.  

    My thoughts is that if I can override or extend the native recent items dashboard, I can get close to what 7.7 could do that is no longer possible. 

    Any feedback is deeply appreciated 

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  • 0 in reply to Francesca Shiekh

    Oh thank you .  I just noticed now that you replied. 

    So a copy is not exactly what I'm looking for.  In 7.7 I had a totally custom html table that was appended to the bottom of the detail view.  On page load, it would run a query of all line items which that specific customer had ordered.  

    So let's say a customer ordered 10 unique items over 5 separate quotes. The table would show the quote numbers, the date, the items etc.  Then the user could select the items at will.  The items could be from 3-4 different quotes.  Then I had a button that said "Add selected products to quote" which took the selected ID's from the custom HTML table and added as products in the "products" table with all the previous values like sale price.  

    This was especially useful for repeat customers who order the same thing. The user did not have to look through Quoted line item history.  It was in a panel at the bottom of the detailview.  

    My customization was years ahead of sugars native dashboard which only shows recent items by that user, bot by the billing account ID.  

    My thoughts is that if I can override or extend the native recent items dashboard, I can get close to what 7.7 could do that is no longer possible. 

    Any feedback is deeply appreciated 

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