Transfer data of Custom field from Quote to Order, when Quote is won

Question

I am working on MS Dynamics CRM 4.0 with Sql server 2005.

I have created some new fields(attributes) on the Quote and QuoteProduct pages. I have created the same fields(attributes) on Order and OrderProduct pages. Now, the question is, if I won the quote, I want the data of new fields of Quote and QuoteProduct in the newly created fields of Order and OrderProduct.

Looking forward to hear from you. Many thanks.

Answer 1

You should take a look at Mappings under Quote_Order and QuoteDetail_OrderDetail relationships. There is a list of fields that will be mapped automatically when creating an Sales Order from Quote.

Answer 2

First of all thanks. BTW, mapping of attributes can be possible @ Quote_Order, while QuoteDetail_OrderDetail is not available in the Mapping. In order to reach at QuoteDetail_OrderDetail mapping, you need to following the instructions mentioned in the following url:-

http://www.iotap.com/blogs/tabid/277/entryid/113/relationship-mapping-crm-4-0.aspx