Hello,

I have a custom field in Accounts. This field is called "discount" and it
holds a number from 0-100.

I have created a matching feild in Opportunities. When ever some one opens
an Opportunity I want the discount field to be populated with the value from
the discount field from the Account that the Opportunity belongs to.

I have some ideas but I know I need a lot of help. For starters I figured I
would use an OnLoad from Opportunities to check the Discount field from the
Account and make opportunity discount field equal that value.

crmForm.all.CFCRevSoftwareNet.DataValue=
crmForm.account.FCIDiscount.DataValue;

I don't actually know if I can pull from different places. For example,
above I'm trying to take data from Account and put it in Opportunities. And
my code does not know how check which particular account it should be
grabbing the discount value from. Could some one show me the code to check
value in field Account from Opportunity and then dump that value (an account
name) into the code to pull the discount value from the correct Account.

Or if some one thinks there's a better way I'd love to hear your ideas.

Thanks!

Eric

I just realized that I would only want to copy the Account Discount value
from the Discount field on Opportunities for the first time only. IE when the
Opportunity gets created and NOT on subsequent opens.

"Eric Rist" wrote:

Hi,

You can create a field mapping from the account to the opportunity to handle
this requirement. Go to the accounts entity from within the customisations
area, go to relationships, find the account to opportunity relationship, go
to mappings, select the fields to map.

Jo Savidge

"Eric Rist" wrote:

Hey Jo,

That work perfectly. Thank you.

Is there a way to do this such that it only happens when a new opportunity
is created? And not every time the opportunity is opened?

Here's the logic. We have an account for each of our partners. Each partner
has a base percentage discount. Which is filled out in the discount field in
the Account.

So when a new Opportunity is created it will automatically have the reseller
(partner) discount filled out. But after that a lot of the time this
percentage will be modified. So any changes made on the percentage dicsount
in Opportunities can't be over written by this relationship the next time
it's opened.

Thanks again,

Eric

"Jo Savidge" wrote:

I should have tested before my last post. This is working exactly how I want
it to.

The value from Account > Discount is being pushed to Opportunity > Discount
only the first time when the Opportunity is created.

Thanks for your help Jo!

Eric

"Eric Rist" wrote:

Can this same concept be applied to Products and Quote Products?

It doesn't appear so. I don't have a Mappings option when I click on the
relationship between the two.

What I am needing is to have a custom attribute for "Line Item Description"
copied from the Product to another custom attribute in the Quote Product.
This would give the salesman the opportunity to tweak the "Line Item
Description" per quote.

I've created the attributes I just need to figure out how to pass the data.
I've thought about using the Change event on the Product field of the Quote
Product form, but I'm unsure how to code that in JavaScript. How do I get the
data from the related Product record?

Any ideas?

"Eric Rist" wrote:

Hi, I tried this procedure and it runs, but I would like also that when the
value in field of origine changes it has to change also in the destination
field.
Do you know how to realise this ?
Thanks a lot lot lot
Silvio from Italy


"Keithn" wrote:

I too want to do that map a field from Product to Opportunity product or
quote product. Help!

Melissa

"Silvio" wrote: