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Auto Update Purchase Order Date

by Amanda Anderson on May 10, 2011

one minute read

One of W-Systems' customers needed the ability to automatically update the purchase order date for products. The date needed to be the same date that the related quote was created. W-Systems wrote a logic hook that updates the product's purchased date with the quote's Original P.O. Date once the Quote Stage changes to "Closed Accepted". By streamlining the quote to purchase process, the customer is now able to maintain accurate records more efficiently. For more information about creating logic hooks in SugarCRM, contact us here.

Quote Stage screenshot
1) Quote Status Changes To "Closed Accepted"

Batch Processing
2) Product Purchased Date Is Updated With The Quotes Original P.O. Date

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