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How to override the process action to add the custom field

  • March 6, 2023
  • 7 replies
  • 285 views
T
Freshman I
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I have added custom fields in the opportunity Details TAB.
I need to propagate those custom fields to the Quotes screen when Opportunity is converted to Quote.

How can we achieve that by overriding the Action ?

Thanks

Best answer by sweta68

 Hi @tanuj81 ,

Yes, adding the custom field to  the CROpportunityProducts table will work perfectly and It will populate custom field from Opportunity screen to Quotes screen.

Regards,

Sweta.

7 replies

T
Freshman I
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  • tanuj81
  • Author
  • Freshman I
  • March 7, 2023

Anyone can provide some insights ??

T
Freshman I
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  • tanuj81
  • Author
  • Freshman I
  • March 8, 2023

@Naveen Boga do you have any idea on this topic.

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • March 8, 2023

Hi, @tanuj81  I don’t you need an override here.

The opportunity screen and Quote screen are using the same table i.e. CROpportunityProducts.

If you add the same custom field in the Sales Quotes screen (at UI level), it will be populated automatically.

Please let me know if you have any other doubts.

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
T
Freshman I
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  • tanuj81
  • Author
  • Freshman I
  • March 8, 2023

Sorry Tagged you in the wrong post I was asking about requisition will tag you there @Naveen Boga 

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • March 8, 2023

No problem at all @tanuj81 

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
S
Semi-Pro III
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  • sweta68
  • Semi-Pro III
  • Answer
  • March 9, 2023

 Hi @tanuj81 ,

Yes, adding the custom field to  the CROpportunityProducts table will work perfectly and It will populate custom field from Opportunity screen to Quotes screen.

Regards,

Sweta.

Chris Hackett
C
Freshman I
  • crowers
  • Freshman I
  • July 5, 2023

I posted a related question on a problem I have customizing an actions, so see if anyone could help:

 

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