I have a custom field (Text) on each Product called Production Code. I need for that field's data to be entered and editable in a custom field (txt) on Quote Line Item. The Production Code copied over from each Product is only 1/3 complete as needed for a completed quote. The rest of the production code is determined and then entered on the fly for on each line item during the quote build process.
I've tried any number of formulas to pull the data (e.g., $PricebookEntry.PRODUCTION_Code__c) into a custom Line Item field to no avail. Not sure how Opp Product may play into the mix. All items are in a single pricebook and a single currency.
I've looked into custom settings, a trigger or even a new VF page but can't ferret out a good solution. I don't have a good criteria with which to choose a particular route.
The Production Code value on the actual Product page should not change as a result of being edited on a Quote line item field.
The Product page's Production codes are generally static, but do get updated on occasion. Therefore, the need is that the Quote line item's production Code field should either be copied as added to a line item as they are selected, or batch refreshed globaly when a change is made on the original (Product) production code custom field.
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Best Answer
Assuming that you can use a formula to concatenate the product code and quote code you can do this without any custom code.
Product2.ProductCode + quote_code__cI would recommend using the standard ProductCode field to store the "production code" as you cannot add custom product fields to the quote item multi-line layout.
If you need the full concatenated code to remain the same when the product code changes you can just change this to a workflow rule that runs on create.