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How to create custom screen(BO) for Sales Quote and then post to standard Sales Quote.

may_be148
Explorer
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Dear Experts,

We want to create custom screen(BO) for Sales Quote and then post to standard Sales Quote. Do you have any suggest in SDK?

Requirement is create Sales Quote header, item, price and custom field in one page. We use Sales Cloud.

Thank you.

May.

former_member228663
Participant
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Hi Jerasak,

Do you want to create a Sales Quote from Custom business object, if yes can you please explain the business process so that we can understand more about it and can come up with some solutions.

Thanks,

Manoj Kannaujiya

may_be148
Explorer
0 Kudos

Dear Manoj Kannaujiya,

Thank you for your answer, my requirement is create Sales Quote header, item, price and custom field in one page. Please see attach file qt2.jpg(yellow field mean input field).

Jerasak Sompreeda

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former_member228663
Participant
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Hi Jerasak,

the above errors are coming because there are no sales unit and involve parties are created.

so you should create instance for parties and all the mandatory fields which are available on the screen while creation of standard sales quote using front end.

Please find the web service name for quote create-

CustomerQuoteProcessingManageCustomerQuoteIn

for more details about the web service , kindly check the service explorer work center.

hope this will help you.

Thanks,

Manoj Kannaujiya

may_be148
Explorer
0 Kudos

Dear manoj.kannaujiya ,

Thank you for your answer.

Jerasak Sompreeda