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Frequent Contributor
Posts: 162
Registered: ‎03-24-2016
Accepted Solution

Add on Opportunity and Quote Identifier to Related Contract

Is there any way to identify from an add on quote or opportunity the contract/service contract that the add on opportunity and quote is associated with?

 

As far as I can tell, you select the contract to associate the add on opportunity with when you generate the quote, and when contracted the selected contract is updated, but there is no way to identify from the quote or opportunity what contract the add on is associated with.

 

Any help is greatly appreciated.

 

Thanks,

 

Dan

SteelBrick Employee
Posts: 52
Registered: ‎04-26-2016

Re: Add on Opportunity and Quote Identifier to Related Contract

The Master Contract lookup field on the Quote is populated with the Contract associated with the add-on quote.

Larry DellaRocco
Solution Architect Director
Frequent Contributor
Posts: 162
Registered: ‎03-24-2016

Re: Add on Opportunity and Quote Identifier to Related Contract

Perfect, thank you for your help!

 

Dan