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vTiger Conditional Field

We are using vTiger 7.0. Our requirement is as following :

Requirement 1 :

We have a custom field "Tax ID" in Organization module. While creating Quote and after selecting the Organization name, if the "Tax ID" field is empty for the selected organization then you have to ask the user to enter a value for it. It is not a mandatory field, but we should remind the user if it is empty at the time of creating of Quote.

Requirement 2:

While creating Quote and at the time of adding Products, if the same product is already Quoted to the same customer previously, then it should pick-up the last Quoted price automatically in "Selling Price" column of the Quote.

Requirement 3:
When we convert a Quote to Sales Order, the status of Quote should be changed to "SO Generated" and SO number should be updated in a custom field of Quote.
In the generate SO, we should get Quote number in a custom field, which helps to track the related Quote for that SO.

Kĩ năng: CRM, PHP, SugarCRM, vTiger

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Về Bên Thuê:
( 8 nhận xét ) BENGALURU, India

ID dự án: #16905760

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