Set field on Sales Order Form to field in Quote Form

Tripb44 · December 1, 2020, 1:53pm

I have “rep group” as a field in the quote form, I need to set the sales order form “rep group” field to be set to what is present in the quote form for “rep group”.

ckrusen · December 1, 2020, 2:16pm

Is “rep group” a UD field?

And do you need it to happen for both ways to make an order from a quote (one is in Quote entry, the other is in Order entry)?

Tripb44 · December 1, 2020, 2:45pm

Yes, see below, “Primary Rep Group”/Character10 field name in QuoteHed_UD. Current process involves a quote being created with a rep group, then a sales order. We have our quote form rep field being updated after a sales order is created so I need to have the sales order rep group update if there is a change to the quote form rep group field.

ckrusen · December 1, 2020, 3:01pm

So you want changes to a Quote to automatically update any order that references that quote number?

As usual, the deveil is in the details.

Do you want it to change closed orders too?
What about the fact that the Quote number is stored in the OrderDtl, and not the OrderHed? This means that multiple quotes might be referenced by a single order. Only process if all order lines match the Quote number?