[SalesForce] Does Quote Line Item reference back to which OLI it relates to

I'm trying to find out if a Quote Line Item has any reference back to which Opportunity Line Item it relates to. Does it??

The reason is that I have extra fields on the OLI which I need to pull into the QLI and so need to do something that can pull this info into the QLI. Ideally, I'd like a 'point and click solution' (e.g. workflow or formula) to do this – is it possible? I know I can work it out in a trigger using the Quote.Opportunity reference, the pricebook2id and other fields and look for a match but this feels like too much effort to do something simple.

Something like the 'Map Lead Fields' when converting a Lead would be ideal in this case…

Best Answer

As @PeterKnolle pointed out, there isn't a relationship.

Fortunately, there is a Force.com lab packages out there that can let you sync custom fields from opportunity line items to quote line items, we've been using it for a while without any major issues. It's rough if you look at the code, but considering the lack of maintenance it's very effective and bug free

Related Solutions

[SalesForce] Single SOQL query to list ALL Products with ALL Quote Line Items and ALL Order Products

As you can see from Workbench, there are no relationshipNames for Product2 to OrderItem and Product2 to QuoteLineItem. Yet you can query from Product2 to PricebookEntry

However, you can query from PricebookEntry to both OrderItem and QuoteLineItem

so you could do:

SELECT id, Product2.Name, (select Id from OrderItems), (select Id from QuoteLineItems) 
  FROM PricebookEntry

SELECT id, Product2.Name, (select id from OrderItems), (select id from QuoteLineItems) 
  FROM PricebookEntry 
  WHERE Product2.ProductCode IN ('foo','bar')

and you can add whatever lookup fields you need to get Order details or Quote details

If in a multicurrency org, add CurrencyIsoCode to the returned fields or include in Where clause to get a single currency. If in a multi-pricebook org , add Pricebook2.Name to returned fields or WHERE clause

Best Answer

Related Solutions

[SalesForce] Single SOQL query to list ALL Products with ALL Quote Line Items and ALL Order Products

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