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Automatically add Quoted Line Items to Custom Module Depending on Field in Target Module

Question asked by KarenV KarenV on May 8, 2015
Hey everyone,

I'm trying to create Product Bundles. My org can't use the Quotes module so we're creating a custom module (BOM) that replicates some of the functionality.

BOM has a Type field that is a dropdown. If Type == 'Opportunity', we'd like to automatically add Quoted Line Items that contain a specific Product to the module BOM. We can't just attach Products since we'd like to be able to change the quantity.

Hopefully that's enough info, if not please ask and I'll to try clarify some more.

We are running Sugar 7.5 Enterprise.

Thanks,
-KV

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