Quote to Order

bucobill

I have a BO named Items. This BO is in both the quote and order BO's as a relationship to the Items BO. I can create a quote as a client and I can change quote to order, however it does not take the items to the order items area. I know that I am overlooking something. Please help.

bucobill

Maybe I didn't state it properly. We want to carry over from the quote to the order the same information. The constant on both forms is the customer Business object and the items business object. The customer will carry forward but the items will not. We tried both single relationships and multiple allowed relationships but neither will allow it to carry. We do have a process that switches the quote to an order. In this process we say Quote.Customer=Order.Customer. We tried Quote.Item=Order.Item but this didn't work to fix it. Please help so we can correct it. As always we appreciate the assistance from the community.

Thank you

bucobill

I posted Sunday the question and scenario I am facing. I could really use help with the issue. Please help with your vast knowledge.

hpl123

Hi Bucobill,
On urgent matters etc, you can always buy a support ticket from Awaresoft. If i have undersood it correctly they can handle both actual problems and help with small development challenges.
Here is the description from their support section/site ( http://awareim.com/support/ ):

Purchase a premium support ticket if you have an urgent issue and want a timely reply from our support team. A premium support request is answered within 24 hours, costs US $50, is good for a single issue, covers up to 30 minutes of our time, and ensures the most efficient handling of your issue.

juicer

bucobill,

Can a Quote have multiple Items?

If yes have you done anything like:

FIND Item WHERE Item IN Quote.Item IN BATCHES OF 1
INSERT Item IN Order.Item