Changing a field in opportunity based on a company field

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Hello, 

I have a field in the Company screen which indicates if a client requires a PO number, I would like this field to also appear on the opportunity screen. Is there a way of doing this?

Basically, I want the field comp_po to be duplicated in the opportunity screen however you cannot just use the 'comp' when 'oppo' should be used, can you?

any ideas of doing this?

thanks,

Jen 

All Replies
  • What type of field is it and whats the purpose?

    If its to flag that a PO is required then you don't need the field on the opportunity, you can display a message to the user from the value against the company. You can even display the company field in the opportunity top content if its just for review.

    if you wanted a field on the opportunity you must create it in the opportunity entity, i.e. oppo_po, you can then set the value to be what ever the value of the company field is by using a simple create script setting the default value of the field.

    Hoever, as PO's are generally entered against orders we would normally just set the orde_ponumber field to be required if the company setting comp_po is set to require a po. This will mean a quote can't be coverted to an order, or an manual order cannot be created, if the company is set to require a po number.

    Sage CRM specialist and all round fan! Please feel free to follow me on twitter @dannycrm

  • Hi Daniel,

    the purpose of the filed is to indicate if the client requires a PO number. Its a Yes / No selection and is current featured on the company screen. I want the information from the company screen to pull through to the opportunity screen. How do I display the field from the company screen onto the opportunity screen? it is for view purpose as we dont use the order you mentioned below.

    Regards

    Jen