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Creating Sales Orders from Leads

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  • Creating Sales Orders from Leads

    Hello,
    Is it please somehow possible to create Sales Orders directly from Leads?
    I've created Many-to-One​ relationship, added it to the Detail layout but after selecting the lead from the list nothing happens unlike when opportunity is selected(everything is filled out). Is it possible to somehow copy or create logic for it so it will behave like selected opportunity?

    Thanks,
    Matej

  • #2
    what do you mean by select the lead ? as far as i know how it works is when you are on opportunity detail and create a related sales order then the system will automatically copy details from opportunity to the new sales order. is this what you want to achieve ?
    Rabii
    Web Dev

    Comment


    • #3
      Yes. After selecting opportunity, everything is filled out but when lead is selected from the list as seen below on the screenshots, nothing happens.
      Last edited by Espire; 06-22-2023, 10:25 AM.

      Comment


      • #4
        i see what you mean. what data you want to be copied from the lead to the sales quote ? there are no items in the leads so what is the purpose of your request ?
        Rabii
        Web Dev

        Comment


        • #5
          We need same data to be filled in as if Opportunity is selected because we are using only Leads and Contacts but not Opportunities because it's not needed.
          Kind regards

          Comment


          • #6
            i understand but what kind of data that you need to be copied from the lead to the new sales order ?
            Rabii
            Web Dev

            Comment


            • #7
              Billing and Shipping Address, Amount and Name.

              Comment


              • rabii
                rabii commented
                Editing a comment
                do you have these fields set in your lead entity ?

            • #8
              Originally posted by Espire View Post
              Billing and Shipping Address, Amount and Name.
              Yes, tried to select a Lead where address, name and amount is filled but it is still not working.

              Comment


              • #9
                Alright, here is what you need to do to get to work with Lead selection follow steps below: Please make sure you created the folders in the paths given below if they don't exist.

                1 - Create a custom view for the lead.js field on the sales order like below under custom:views/sales-order/fields (lead.js)

                PHP Code:
                /*********************************************************************************
                 * Code by Rabii
                 ***********************************************************************************/

                define('custom:views/sales-order/fields/lead''views/fields/link', function (Dep) {

                    return 
                Dep.extend({

                        
                select: function (model) {
                            
                Dep.prototype.select.call(thismodel);

                            if (
                this.model.isNew()) {
                                
                this.ajaxGetRequest('SalesOrder/action/getAttributesFromLead', {
                                    
                leadIdmodel.id
                                
                }).then(function (attributes) {
                                    var 
                = {};

                                    for (var 
                item in attributes) {
                                        if (~[
                'amountCurrency'].indexOf(item)) {
                                            continue;
                                        }

                                        if (~[
                'name'].indexOf(item)) {
                                            if (
                this.model.get(item)) {
                                                continue;
                                            }
                                        }

                                        
                a[item] = attributes[item];
                                    }

                                    
                this.model.set(a);

                                    
                this.model.set('amountCurrency'attributes.amountCurrency, {uitrue});
                                }.
                bind(this));
                            }
                        }
                    });
                }); 
                2 - Now assign the new custom view to the lead field in entityDefs of the salesOrder under custom\Espo\Custom\Resources\metadata\entityDefs (SalesOrder.json)

                PHP Code:
                {
                    
                "fields": {
                        
                "lead": {
                            
                "type""link",
                            
                "view""custom:views/sales-order/fields/lead"
                        
                }
                    },
                    
                "links": {
                        
                "lead": {
                            
                "type""belongsTo",
                            
                "foreign""salesOrders",
                            
                "entity""Lead",
                            
                "audited"false,
                            
                "isCustom"true
                        
                }
                    }
                }
                ​ 
                3 - Create a custom controller SalesOrder which extends the parent controller made by the extension under custom\Espo\Custom\Controllers (SalesOrder.php) and paste in teh code below:

                PHP Code:
                <?php
                /*********************************************************************************
                 * Code by Rabii
                 ***********************************************************************************/

                namespace Espo\Custom\Controllers;

                use 
                \Espo\Core\Exceptions\BadRequest;
                use 
                \Espo\Modules\Sales\Controllers\SalesOrder as ParentSalesOrderController;

                class 
                SalesOrder extends ParentSalesOrderController
                {
                    public function 
                actionGetAttributesFromLead($params$data$request)
                    {
                        
                $leadId $request->get('leadId');
                        if (empty(
                $leadId)) {
                            throw new 
                BadRequest();
                        }

                        return 
                $this->getRecordService()->getAttributesFromLead($leadId);
                    }

                }
                4 - Last step is to create a custom service which extends the parent service made by the extension under custom\Espo\Custom\Services (SalesOrder.php) and paste the code below
                PHP Code:
                <?php
                /*********************************************************************************
                 * Code by Rabii
                 ***********************************************************************************/

                namespace Espo\Custom\Services;

                use 
                Espo\Core\Exceptions\NotFound;
                use 
                Espo\Core\Exceptions\Forbidden;

                use 
                \Espo\Modules\Sales\Services\SalesOrder as ParentSalesOrderService;


                class 
                SalesOrder extends ParentSalesOrderService
                {

                    public function 
                getAttributesFromLead($leadId)
                    {        
                        
                $source $this->getEntityManager()->getEntity('Lead'$leadId);

                        
                $idAttribute 'leadId';

                        if (!
                $source) {
                            throw new 
                NotFound();
                        }

                        if (!
                $this->getAcl()->check($source'read')) {
                            throw new 
                Forbidden();
                        }

                        
                $source->loadLinkMultipleField('teams');

                        
                $attributes = [
                            
                'name' => $source->get('name'),
                            
                'teamsIds' => $source->get('teamsIds'),
                            
                'teamsNames' => $source->get('teamsNames'),
                            
                $idAttribute => $leadId,
                            
                'amount' => $source->get('amount'),
                            
                'amountCurrency' => $source->get('amountCurrency'),
                            
                'billingAddressStreet' => $source->get('addressStreet'),
                            
                'billingAddressCity' => $source->get('addressCity'),
                            
                'billingAddressState' => $source->get('addressState'),
                            
                'billingAddressCountry' => $source->get('addressCountry'),
                            
                'billingAddressPostalCode' => $source->get('addressPostalCode'),
                            
                'shippingAddressStreet' => $source->get('addressStreet'),
                            
                'shippingAddressCity' => $source->get('addressCity'),
                            
                'shippingAddressState' => $source->get('addressState'),
                            
                'shippingAddressCountry' => $source->get('addressCountry'),
                            
                'shippingAddressPostalCode' => $source->get('addressPostalCode'),
                        ];

                        
                $amount $source->get('amount');

                        if (empty(
                $amount)) {
                            
                $amount 0;
                        }

                        if (
                $source->hasAttribute('createdAccountId')) {
                            
                $attributes['accountId'] = $source->get('createdAccountId');
                            
                $attributes['accountName'] = $source->get('createdAccountName');
                        }

                        return 
                $attributes;
                    }
                }

                As you may noticed we are extending all existing class so that these changes will be future upgrade safe and won't cause any issues. i have also assumed that you have a new field called (amount) in the lead entity. the address on the lead will be used for both billing and shipping address hence the lead have only one main address.

                I hope this helps.
                Rabii
                Web Dev

                Comment


                • #10
                  Thank you very much! Will test it soon.

                  Comment

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