Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. One of those many feature is converting or promoting quote to order.
New Stuff: Display Selection field value as an Icon using Client Side API
In Sage CRM there is a button on quote summary screen “Convert” which allows user to promote quotes to orders.
If there are no quote line items selected for particular quote and we hit this button, it still converts quote in order. But in business scenario it doesn’t make any sense to create an order without any line item. Hence, in our blog we will see how to add validations on this button to not allow converting quote without an Line item.
We can achieve this using client side scripting and Ajax request/Server side scripting. Follow below step:
Change Convert button URL:
- Navigate through below path:
- Administration->Customization->Quotes->Screen->QuotesSummary
- Add below code on custom content of this screen:
<script>
crm.ready(function()
{
$("#Button_Promote").attr("href","javascript:ValidationOnConvert();");
});
</script>
Server Side Scripting:
Ajax request are sometime complicated to handle, here we have used Create Script to check if any line item exists for a particular quote. This code is written on quote Status field and values are stored into hidden field so that we can use them in client side coding. To add create script follow below steps:
- Navigate through below path:
Administration->Customization->Quotes->Screen->QuotesSummary - Add below code on custom content of this screen:
QuoteID = new String(Values("Key86"));
if(QuoteID == ""||QuoteID=="undefined"||QuoteID=="null")
{
QuoteID = new String(Values("Quot_OrderQuoteId"));
if(QuoteID == ""||QuoteID=="undefined"||QuoteID=="null")QuoteID="";
}
if(QuoteID != "")
{
var QuoteLineSQL = "select * from QuoteItems where QuIt_Deleted is null and quit_orderquoteid = "+QuoteID;
var QuoteLineRec=eWare.CreateQueryObj(QuoteLineSQL);
QuoteLineRec.SelectSQL();
var QouteLineItem = "";
if(!QuoteLineRec.eof)
{
QouteLineItem = "Y";
}
}
Caption ="Status:"+'<input type="hidden" name="hdnHTML" id="hdnHTML" value="' +QouteLineItem+ '"/>';
Client Side Script:
Now, Lets look at Client side script to be added to Custom Folder. Just add the below function
function ValidationOnConvert()
{
var QuoteLineItems=$("#hdnHTML").val();
if(QuoteLineItems == ""||QuoteLineItems=="null"||QuoteLineItems=="undefined")QuoteLineItems="";
if(QuoteLineItems=="")
{
alert("Quote Line items are not added for this Quote");
}
}This will now prompt user an alert message whenever user tries to convert any quote to order without adding any line items to it.
Hope this helps!
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