{"id":12422,"date":"2016-03-25T09:50:54","date_gmt":"2016-03-25T09:50:54","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12422"},"modified":"2016-03-25T09:50:54","modified_gmt":"2016-03-25T09:50:54","slug":"disable-promote-to-order-button-on-swt-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/","title":{"rendered":"Disable Promote to Order button on SWT screen"},"content":{"rendered":"

As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled.
\nThe integrated solution of Sage CRM allows us to create a link between Sage CRM & Sage ERP 300 which allows synching of tables and database of Sage 300 ERP. Further, Quotes and Orders can be created using integrated platform of Sage CRM.
\nNew Stuff:<\/em><\/strong><\/span>\u00a0<\/em><\/strong>Grid Manipulation Using CSS<\/a>
\nIn our recent development activity we came across a different requirement wherein our customer didn\u2019t want his users to promote Quotes to an Order from Sage CRM. Refer to below screenshot which displays Promote to Order button on Quotes tab.\u00a0 <\/em><\/strong>\u00a0<\/em>
\n\"Quotes<\/a>
\nSo, to hide this button from screen we have made changes in following page \u201c<\/strong>sagecrmquotesummary.xml\u201d<\/strong> located at below path.
\n1)\u00a0Go to following path:<\/strong>
\nC:\\Program Files (x86)\\Common Files\\Sage\\Sage 300 ERP\\Tomcat\\portal\\swtServices\\uiDefinitions\\oe62a\\eng\\sagecrmquotesummary.xml<\/span>
\n2)\u00a0In this file, search for \u201cbutton_promote\u201d\u00a0<\/strong>keyword and comment out the following highlighted code line.
\n\"button_promote\"<\/a>
\n 
\nNow, if we are hiding the Promote to order<\/strong> button then we have to disable the checkbox from the screen. To disable the checkbox you have to again comment out the codes as shown in below screenshot.
\n\"Promote<\/a>
\nNow, after modifying the script as explained above following will be Quotes screen with no Promote to Order button.
\n\"Quotes<\/a>
\n
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:<\/span>
\n<\/em><\/strong>1)\u00a0Working with integrated Quotes and Orders screen
\n<\/a>2)\u00a0How to enable Quotes & Orders tab against Opportunity?
\n<\/a>3)\u00a0Clone Quotes and Orders in Sage CRM
\n<\/a>4)\u00a0Copying Opportunity and Quotes
\n<\/a>5)\u00a0How to Promote order from Sage CRM to Sage PRO<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled. The integrated solution of Sage CRM allows us to create a link\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12422","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nDisable Promote to Order button on SWT screen - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Disable Promote to Order button on SWT screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled. The integrated solution of Sage CRM allows us to create a link\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-03-25T09:50:54+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/\",\"name\":\"Disable Promote to Order button on SWT screen - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg\",\"datePublished\":\"2016-03-25T09:50:54+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Disable Promote to Order button on SWT screen\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Disable Promote to Order button on SWT screen - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/","og_locale":"en_US","og_type":"article","og_title":"Disable Promote to Order button on SWT screen - Sage CRM \u2013 Tips, Tricks and Components","og_description":"As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled. The integrated solution of Sage CRM allows us to create a link\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2016-03-25T09:50:54+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/","name":"Disable Promote to Order button on SWT screen - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg","datePublished":"2016-03-25T09:50:54+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/image12.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/disable-promote-to-order-button-on-swt-screen\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Disable Promote to Order button on SWT screen"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=12422"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12422\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=12422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=12422"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=12422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}