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crmscript set start date same as sale date

Hi

I want to use crmscript to set the start date on quote line, the same as sale date., + 1 month

any tip on how i can achieve this?

RE: crmscript set start date same as sale date

Hi,

Do you want this done when you create the quote, or can it be done afterwards?

Sverre

Af: Sverre Hjelm 12. mar 2018

RE: crmscript set start date same as sale date

Hi

it can be done afterwards, as long as we have a way of setting it saledate + 1 month somehow..

Af: Gabriel Wiig 12. mar 2018

RE: crmscript set start date same as sale date

I am not too familiar with Quote, but I guess you could create a trigger for "After Save Sale", and in that trigger use the QuoteAgent to update the Quote. I am afraid you would have to work out the details your self. I suggest starting with a small CRMScript and see how you can manipulate the date in question.

Sverre

Af: Sverre Hjelm 12. mar 2018

RE: crmscript set start date same as sale date

Whenever Quote is involved, make sure to have "Quote" somewhere in your subject.
This might help draw the attention of the Quote experts like Tor or Christian...

I think you may want to look into the Service layer Events.

When a QuotyeLine is first created, QuoteAgent.CreateQuoteLine is called.
This has a BeforeCreateQuoteLine and AfterCreateQuoteLine event you might be able to exploit.

Tony may have some examples.
Conrad

Af: Conrad Weyns 12. mar 2018