Hello, I was wondering if one of yours has already extend the Quote module, in order to be able to edit a quote as a grid / spreadsheet (like the create view) instead of having to edit it line by line ? Many thanks for your help, idea etc. …

I would like to retrieve leads information from the sugar crm soap api with related quotes information. I used "get_entry_list" soap endpoint. I could not get data when using it.Please could you all suggest me how could I get leads with quotes.

Hi everyone. I'm trying to refresh the quote screen once a new product line is added. I can "force" this change by adding a checkbox and once that checkbox is ticked then it runs this.model.fetch(); which works fine. However I want to automate this…

What other options are there for sending a quote to a company? We have reviewed the Docusign, Pandadoc, HelloSign and recently DealHub (not great for small companies as they have a 10 seat min). The pdf files we currently send are locked, have terrible…

I would like to utilize the REST API to extract QLI data. I need the related Quote to be exposed as well as the individual QLIs. I have a working Webhook where Quote header data is pushed to on external system using a specific trigger in Sugar. That…

Hi Sugar Clubbers, I have created a BPM with an approval flow to be triggered when a quote is Closed Accepted. A user then checks the quote for a signature and make sure all the values are correct before a user is allowed to place orders. Unfortunately…

Hi all. I am having an issue within Quotes where seemingly randomly products added to a bundle cannot be saved via in quote save (Blue tick). The error from the logs are: Edit conflict - client TS is 2021-12-16T12:02:13+00:00, server TS is 2021-12…

Dear Sugar Community, I have a question relating to quoted line items. We have the need to add an additional field to the quoted line item, this field will be known as a “term”, i.e. a term of 1 year 1.5 years 2 years etc. I need the “term” value…

Dear Sugar Lovers, Sugar's product catalog has evolved in recent versions but one of my prospects would like to manage product prices with more granularity. They currently use SageCRM to define several pricelists : base price per region, price per…

Hi, for a customer who uses the quotes module a lot we want to be able to copy an existing quote and update the products on the copy with new data from the producttemplate ( they change prices etc on the producttemplate, they don't create new templates…

Good afternoon, I was wondering if anyone has found a work around for the issue of not being able to edit multiple QLIs in the Quotes module? I am currently working in V10.0.2. This is a known sugar bug ( https://portal.sugarondemand.com/#supp_Bugs…

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…

Every year, we create a renewal quote for customers. When customers accept a quote (denoted by changing the quote stage), we'd like to use BPM to create a copy of the quote (and the quote line items) for next year. Unfortunately, BPM only lets you create…

The total and subtotal field appear to ignore the vardef "required"=false setting. They are still required when saving a quote. Any idea why? or how to allow a quote to be saved without a total or subtotal value? (the calculations have been removed and…

I need to run a script when an item is Saved on the Quote. So you pick a product from the dashlet, it is added to the SubPanel and then you click on the green button to save it. As it is saved I need to check its 'product_template_id' and if it is one…

I want to populate the drop-down values dynamically based on other field value selected in Quoted Line Item. I have add ed my changes in following path: custom/modules/Products/clients/base/fields/enum/enum.js. OnChange of product_template_id field, i…

I am trying to disable the 'download-pdf' and 'email-pdf' buttons if the field 'pdf-disabled-c' is set to true. I tired overriding the record view with creating the file \custom\modules\Quotes\clients\base\views\record\record.js: ({ extendsFrom: 'RecordView…

Hi, I want to customize quotes module for adding groups. By default button click opens add group panel. I need in such a way that, multiple add group panels to be shown on loading create quotes page without clicking button. Please let me know if any one…

Hi I'm stuck on the line-num field in the Quote interface. Can it be fetched using the api or is it calculated on the spot. I found it in the metadata under the name "line_num"(modules.Products.views.quote-data-group-list.meta.panels[0].fields[0]): {…

Please help me to know in which field QLI item comment is stored for the module Quotes/Sales Orders? Or in which module?

I am thinking about creating a custom module much like Quotes where a related modules records can be added on the same form as the Record/Create of the parent record. This module would be much simpler than quotes and products would not be involved but…

I want to load quotes by user role access and permission.Using SugarQuery and Bean object ,I am trying to load the quotes but I am getting non-accessible quotes in the result. Please suggest me any way to get user accessible Quotes only.Here in my case…

Hi EveryOne, I have created record.js to hide pdf templates based on condition and allowing users to edit the quote based on user type. This functionality is working but copy quote functionality is not working now( not able to copy the record). Does anyone…

Hi All, I want to remove "New Quoted Line Item" option while adding "Quoted Line Item" option in Quotes. I just want to search available products (Product Catalog) in search option.(SugarCRM 8.2) quotes product catalogue I have provided images for the…

Has anyone figured out where to define on-change events for Quoted Line Items? We need to look up pricing in a third party ERP based on mft_part_num. I already removed the populate related for the price field using the Extension framework, and now I'm…