does anyone know an easy (or hard) way in a quote ...
# administrationj
JR
03/28/2023, 3:27 PMdoes anyone know an easy (or hard) way in a quote to provide a link to it's corresponding sales order in the main section? I'm trying to give my sales team an easy way to see and go to that sales order. I know that i can find the sales order in the related records area (see below), but i want to make it easier. I was try to source it, but it doesn't seem that's possible, thanks.
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Tim Chapman
03/28/2023, 3:41 PMAre the sales orders being generated from the quote?
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JR
03/28/2023, 4:42 PM@Tim Chapman yes
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Ida Sivan
03/29/2023, 11:44 AMI have a related question: I need to upload credit memo using CSV job, and to relate it to the invoice. As I understood, the createdfrom is a native filed, and cannot be upload by a CSV. It was suggested to create a customized field for it, as I did. Is there a way to use the customized field so it will be included in the ¨Related Records¨ list?
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JR
03/29/2023, 1:47 PM@Ida Sivan interesting question. I'd like to know that too! lol
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David B
03/30/2023, 12:31 AMYou could create a UE on sales order's after submit entry point (filtering for context = create) and look for an estimate in the created from field. Then use record.submitFields to set the sales order's id to a custom field on the quote body
David B
03/30/2023, 12:31 AMlmk if you have questions
David B
03/30/2023, 12:32 AMlimitations here would be that it wouldn't account for the quote being converted to multiple sales orders (the most recent one would override the field); you may have to account for quotes being converted directly into invoices (and cash sales?) if your business process allows for that; you may need to account for sales orders being deleted you shouldn't need to account for this, as long as your field allows "delete of list/record values"
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JR
03/30/2023, 12:33 PM@David B Thanks David! I was hoping to avoid scripting, but i think your right and that seems to be the right approach. multiple sales orders are rare here, so i'm not concerned. I have a few similar needs where workflows just fall short. I'll holler if any I have any further questions...
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