Open quote panel for SO Entry

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Open quote panel for SO Entry

Postby pricerc » Tue Jul 13, 2021 1:52 pm

I know we have a plugin ("Sales Order Customer Panel") for displaying previous sales and a few other things.

I could have sworn I'd seen something for open quotes, but I can't seem to find one.

I realise adapting the existing one to add quotes won't be hard, but I'd rather not re-invent the wheel if it's already been done.
/Ryan

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Re: Open quote panel for SO Entry

Postby Mike.Sheen » Wed Aug 11, 2021 6:54 pm

pricerc wrote:I know we have a plugin ("Sales Order Customer Panel") for displaying previous sales and a few other things.

I could have sworn I'd seen something for open quotes, but I can't seem to find one.

I realise adapting the existing one to add quotes won't be hard, but I'd rather not re-invent the wheel if it's already been done.


I've looked and we don't have one - like you I thought we did - or at least I thought the Sales Order Customer Panel plugin actually handled quotes as well. Perhaps I got confused with the Pantry List plugin (which works with both sales orders and quote)... or perhaps it's the Mandela Effect.
Mike Sheen
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Jiwa Financials

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Re: Open quote panel for SO Entry

Postby pricerc » Wed Aug 11, 2021 8:40 pm

Ok.

I did get around to throwing something together, but it's not quite in a fit state for publication. When I get it cleaned up, I'll share it.

It's a 6 -> 7 project that I'm taking a couple of weeks off from, but they had breakout logic checking for existing quotes that I wanted to replace with a list on the side.
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Re: Open quote panel for SO Entry

Postby Ernst » Wed Sep 29, 2021 8:39 pm

Here is a good start. I copied the sales order panel plugin, and made it work for Quotes.

Mainly needed it for the SOH show.Which works in Quotes Now..

See attached.
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Plugin Sales Quote Customer Panel.xml
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