Šhïñµ Ç M - 1 year ago
As a work around , can create a formula field in ‘Quote Line Items’ by using the formula ‘OpportunityLineItem.Id’ ( Don’t use wizard, type it manually) which will fetch the ‘ID’ of the corresponding ‘Opportunity Line item’ for reference between ‘Opportunity Line Items’ and ‘Quote Line Items’.
Like wise can create formula fields for all the custom fields by using the formula ‘OpportunityLineItem.<Custom Field API Name>’ and this formula fields can be used in reports/PDF in Quote .
For Example, custom field in ‘Opportunity Line Item’ is ‘Test_Field__C’ then use the formula in formula field ‘Quote Line Item’ object as ‘OpportunityLineItem.Test_Field__C’
Paul Liu - 1 year ago
Below is a video that shows how Syncing Custom Quote Line Item Fields can easily be done with BoonPlus Easy Pricing Apps...
For more information, please read this aritcle on LinkedIn Syncing Custom Quote Line Item Fields Made Easy in Salesforce