{"id":24277,"date":"2020-06-29T06:40:29","date_gmt":"2020-06-29T06:40:29","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24277"},"modified":"2020-11-20T10:47:27","modified_gmt":"2020-11-20T10:47:27","slug":"notify-user-to-complete-quote-line-items","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/06\/29\/notify-user-to-complete-quote-line-items\/","title":{"rendered":"Notify user to complete Quote line Items"},"content":{"rendered":"\n<p> 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. <\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/06\/16\/display-selection-field-value-as-an-icon-using-client-side-api\/\">Display Selection field value as an Icon using Client Side API<\/a><\/strong><\/p>\n\n\n\n<p> In Sage CRM there is a button on quote summary screen \u201cConvert\u201d which allows user to promote quotes to orders.  <\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-1-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-1-1.jpg\" alt=\"Convert Quote\"><\/a>\n<font size=\"2\"><center><i>Convert Quote<\/i><\/center><\/font>\n\n\n\n<p>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\u2019t 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.<\/p>\n\n\n\n<p>We can achieve this using client side scripting and Ajax request\/Server side scripting. Follow below step:<\/p>\n\n\n\n<p><strong>Change Convert button URL<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate&nbsp; through below path:<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\"><li>Administration-&gt;Customization-&gt;Quotes-&gt;Screen-&gt;QuotesSummary <\/li><li>Add below code on custom content of this screen:<\/li><\/ol>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;script>\ncrm.ready(function()\n{\n$(\"#Button_Promote\").attr(\"href\",\"javascript:ValidationOnConvert();\");\n});\n&lt;\/script><\/code><\/pre>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-2.jpg\" alt=\"QuoteSummary Screen\"><\/a>\n<font size=\"2\"><center><i>QuoteSummary Screen<\/i><\/center><\/font>\n\n\n\n<p><strong>Server Side Scripting:<\/strong><\/p>\n\n\n\n<p>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: <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate through below path:<br> Administration-&gt;Customization-&gt;Quotes-&gt;Screen-&gt;QuotesSummary <\/li><li>Add below code on custom content of this screen: <\/li><\/ol>\n\n\n\n<pre class=\"wp-block-code\"><code>QuoteID = new String(Values(\"Key86\"));\nif(QuoteID == \"\"||QuoteID==\"undefined\"||QuoteID==\"null\")\n{\n\tQuoteID = new String(Values(\"Quot_OrderQuoteId\"));\n\tif(QuoteID == \"\"||QuoteID==\"undefined\"||QuoteID==\"null\")QuoteID=\"\";\n}\n\nif(QuoteID != \"\")\n{\n    var QuoteLineSQL = \"select * from QuoteItems where QuIt_Deleted is null and quit_orderquoteid = \"+QuoteID;\n\tvar QuoteLineRec=eWare.CreateQueryObj(QuoteLineSQL);\n\tQuoteLineRec.SelectSQL();\n\n\tvar QouteLineItem = \"\";\n    if(!QuoteLineRec.eof)\n\t{\n\t\tQouteLineItem = \"Y\";\n\t}\n\t\n}\nCaption =\"Status:\"+'&lt;input type=\"hidden\" name=\"hdnHTML\" id=\"hdnHTML\" value=\"' +QouteLineItem+ '\"\/>';<\/code><\/pre>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-3.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-3.jpg\" alt=\"Script on Status\"><\/a>\n<font size=\"2\"><center><i>Script on Status<\/i><\/center><\/font>\n\n\n\n<p><strong>Client Side Script:<br> <\/strong>Now, Lets look at Client side script to be added to Custom Folder. Just add the below function <\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>function ValidationOnConvert()\n{\n\tvar QuoteLineItems=$(\"#hdnHTML\").val();\n\tif(QuoteLineItems == \"\"||QuoteLineItems==\"null\"||QuoteLineItems==\"undefined\")QuoteLineItems=\"\";\n\t\n\tif(QuoteLineItems==\"\")\n\t{\n\t\talert(\"Quote Line items are not added for this Quote\");\n\t}\n\t\t\n}<\/code><\/pre>\n\n\n\n<p>This will now prompt user an alert message whenever user tries to convert any quote to order without adding any line items to it.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-4-2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/06\/Img-4-2.jpg\" alt=\"Alert\"><\/a>\n<font size=\"2\"><center><i>Alert<\/i><\/center><\/font>\n\n\n\n<p>Hope this helps!<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/06\/29\/notify-user-to-complete-quote-line-items\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[200,268,303,332,335,3986,340,352,421],"tags":[685,764,4155,4156,4157,4092],"class_list":["post-24277","post","type-post","status-publish","format-standard","hentry","category-javascript-sage-crm","category-onchangescript","category-quote","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-guide","category-script","category-validate-script","tag-client-side-api","tag-convert","tag-convert-to-order","tag-quote-line-items-validation","tag-server-side-scripting","tag-validation-message"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Notify user to complete Quote line Items - 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\/2020\/06\/29\/notify-user-to-complete-quote-line-items\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Notify user to complete Quote line Items - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. 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