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Modifying fields on Quoted Line Items within a Quote record - 7.9

Question asked by Philippa Grover on Aug 23, 2017
Latest reply on Sep 21, 2017 by André Lopes

I am running a test upgrade of our in-house Sugar, with the view to upgrade to 7.9. I am aware that the Quotes module is no longer in BWC, and functions quite differently to what I have used for the last 3+ years.

 

It's great that you can create lines within the Quote straight away. However, I need to modify which fields are available to users when entering Quoted Line Items. I've looked in Studio, but I cannot see where I modify the layout for Quoted Line Items within a Quote - where can this be changed? We will need to create custom fields for this module, to reflect what we have in our 7.6 instance.

 

Also, I can see that various modules now have subpanels for Quoted Line Items. For example, there is a Quoted Line Items subpanel within Accounts and Opportunities - however, even if I have a Quote with Line Items, none of the line items display in these subpanels...?

 

I am finding the new Quotes functionality quite confusing, and cannot see any helpful articles in the knowledgebase.

 

If anyone has any answers or tips, I would greatly appreciate them!

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