Synchronizing Quote/Proposal with Opportunity
This API synchronizes the quote/proposal line item with a given opportunity by creating opportunity line items, summary items and other related data.
- Synchronize only line items: If any one of below first two parameters is true or the last setting is false, the API copies the proposal line items and creates new opportunity line items. It also copies related line items when the opportunity-related item collection lookup is defined.
- inclOptions value passed to the API
- Sync Bundle Using Line Items in Proposal System Properties
- Enable Proposal Summary in Proposal System Properties
- Synchronize line items and summary items: If the above condition is false, this API creates both opportunity line items and summary items. It also copies related line items when the opportunity-related item collection lookup is defined.
Note:
If the external users do not have the required license to the conga packages, they can not use this API.
Note:
The operation will be aborted when
- The user has no permission to access the API
- There is no opportunity or price book associated with the quote or proposal
API | Signature |
|---|---|
syncWithOpportunity | webService static Boolean syncWithOpportunity(Id quoteOrProposalId, Boolean inclOptions) |
Request Parameter | |||
|---|---|---|---|
Name | Type | Required? | Description |
QuoteID |
| Yes | The ID of the quote/proposal you want to synchronize. |
inclOptions |
| Yes | Options inclusion indicator. |
Response Parameter | ||
|---|---|---|
Field | Type | Description |
isSuccess |
| Indicates whether the synchronization is successful or not. |
Code Sample
The sample enables you to synchronize quote/proposal line item with a given
opportunity./**
* The below code demonstrates how to call synchWithOpportnity API form Apex code and synchronize only line items
*/
public Boolean syncWithOpportunity (ID quoteProposalID, Boolean inclOptions) {
Boolean synchOperationFlag = false;
synchOperationFlag = Apttus_QPConfig.QPConfigWebService.syncWithOpportunity (quoteProposalID, inclOptions);
return synchOperationFlag;
}
