{"id":12891,"date":"2016-06-07T13:47:15","date_gmt":"2016-06-07T13:47:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12891"},"modified":"2016-06-07T13:47:15","modified_gmt":"2016-06-07T13:47:15","slug":"remove-hyperlinks-from-quoteorder-line-item-grid","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/","title":{"rendered":"Remove Hyperlinks from Quote\/Order Line Item Grid"},"content":{"rendered":"

Hi folks! This article is about removing hyperlinks on Quote\/Quote line item grid. We know once line item has been entered in Sage CRM against Order\/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items.
\nNew\u00a0 Stuff:\u00a0<\/strong><\/em><\/span>Webinar Invitation: Empowering enterprises to leverage the information within to make smarter and faster decisions using GUMU™ Integration for Sage CRM with Sage X3<\/a>
\nIn one of our previous blogs we have discussed about security on editing Quote line Items. Refer below link below. Security on Editing Quote Line Items<\/a>
\nNow in this blog we will provide the option to disable hyperlinks on Product name field on line item grid so that Users cannot edit line items once it has been entered in Sage CRM.
\nIn SAGE CRM we can add Multiple Products using New Line Item<\/strong> and New Free Text Item <\/strong>under Order and Quote Summary screen. Refer below screen shot.
\n\"Quote<\/a>
\nIn the above screen under Line Items Panel<\/strong> all products details which are added to context Order\/Quote will be visible with hyperlink option on product name. Upon clicking on Product Name hyperlink it will allow Users to edit items data like Quoted Price, Quantity & UOM (Unit of Measurement). Refer the below screen shot.
\n\"Quote<\/a>
\nNow to restrict Users to edit these options we can disable the hyperlink feature on product field name. Below steps can be followed to remove the hyperlinks.
\n1) Go to Administration<\/strong>\u00a0->\u00a0Customization<\/strong> ->Primary Entities<\/strong>\u00a0->\u00a0Quote
\n<\/strong>2) Select Screens <\/strong>–><\/strong>\u00a0Quote Summary
\n<\/strong>3) Add below script on custom content<\/strong>
\n<script>
\n<\/em>$(document).ready(function()
\n<\/em>{
\n<\/em>\u00a0\u00a0\u00a0\u00a0\u00a0 $(“[class^=ROW]”).children().removeAttr(“href”)
\n<\/em>\u00a0\u00a0\u00a0\u00a0\u00a0 $(“[class^=ROW]”).children().removeAttr(“onclick”);
\n<\/em>});
\n<\/em><\/script><\/em>
\n4) Click on Save.
\nQuote Summary Screen:<\/strong>
\n\"Quote<\/a>
\nSimilarly follow same steps for Order entity by selecting Order summary screen from screens and copy same code under custom content section.
\n\"Quote<\/a>
\nAbove code removes hyperlink option for all Users as shown in above screenshot.
\nIf required we can also tweak condition to allow access to hyperlinks only for admin Users i.e. Users with admin rights will have the option to edit line item details and Users with non admin rights will not have the rights to edit the line item details.
\n<\/strong>
\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.
\nAlso Read:<\/strong><\/em><\/span>
\n1)\u00a0Creating Quote and Order for Non-Linked Customer in Sage CRM using GUMU Integration
\n<\/a>2)\u00a0Working with integrated Quotes and Orders screen
\n<\/a>3)\u00a0Clone Quotes and Orders in Sage CRM
\n<\/a>4)\u00a0Order and Quote Reference Number
\n<\/a>5)\u00a0How to enable Quotes & Orders tab against Opportunity?<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Hi folks! This article is about removing hyperlinks on Quote\/Quote line item grid. We know once line item has been entered in Sage CRM against Order\/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items. New\u00a0\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-12891","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nRemove Hyperlinks from Quote\/Order Line Item Grid - 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\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Remove Hyperlinks from Quote\/Order Line Item Grid - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi folks! This article is about removing hyperlinks on Quote\/Quote line item grid. We know once line item has been entered in Sage CRM against Order\/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items. New\u00a0\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-06-07T13:47:15+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Quote-Summary-Screen-1024x434.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=\"3 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\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/\",\"name\":\"Remove Hyperlinks from Quote\/Order Line Item Grid - 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\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Quote-Summary-Screen-1024x434.jpg\",\"datePublished\":\"2016-06-07T13:47:15+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Quote-Summary-Screen-1024x434.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Quote-Summary-Screen-1024x434.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/07\/remove-hyperlinks-from-quoteorder-line-item-grid\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Remove Hyperlinks from Quote\/Order Line Item Grid\"}]},{\"@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. 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