I would like to make a Custom Menu item to allow the user to transfer from a line within the overview window Sales Quotations (tbwOrderQuotationOverview) to the associated Business Opportunity. The Business Opportunity Number is stored in the ORDER_QUOTATION view, but it is not displayed in tbwOrderQuotationOverview. When I try to create the Create Window with Transfer, it goes to the Business Opportunity window, but it is blank.
Does anyone know how to make this work?
Best answer by ZTC ZTC JGOTA
Hello
I hope I understood your question.
1- The way to communicate Sales Quotation Lines and Business Opportunity is the tab “Reference”
2- I think your request is to create a window transfer from “Sales Quotation Lines” to “Business Opportunity.”
On this “Sales Quotation Lines” page I created a custom field named “Business Opportunity”- Read Only
I have the custom field Business Opportunity created
3- I will create the Window Transfer
I hope this help!
Thanks,
JL
+14Hello
I hope I understood your question.
1- The way to communicate Sales Quotation Lines and Business Opportunity is the tab “Reference”
2- I think your request is to create a window transfer from “Sales Quotation Lines” to “Business Opportunity.”
On this “Sales Quotation Lines” page I created a custom field named “Business Opportunity”- Read Only
I have the custom field Business Opportunity created
3- I will create the Window Transfer
I hope this help!
Thanks,
JL
Thanks! That works great. I was trying to get the BO number from the quote. I didn’t think about going at it from the opposite direction! Thanks again.
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