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  1. We assume every End User Quote must have an opportunity created already.

  2. Remove the Dealer Account and Salesperson fields from the Quote object.

  3. Remove Price Book field from Quote

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Remove Opportunity section on Edit Quote Page

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Clean up Opportunity page by removing the following fields

image-20240415-193243.pngImage Removed

QBO Changes

 

  1. Remove Logic to search and create new Account from object

  2. On the Edit End User Quote ?page:

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    1. Hide the Customer section. The customer account is entered already on the opportunity. No need to search

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    1. or

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    1. enter a new account.

After creation of Quote, link the Quote for the opportunity from which it was launched.

 

  1. Remove Opportunity Section from End User Quote

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    1. Hide the Opportunity section. We don’t need to create an opportunity again.

  1. Clean up the Opportunity page by removing the following fields

image-20240415-193243.pngImage Added