Auto Update Purchase Order Date

By Amanda Anderson • May 10th, 2011
Audiences: Administrators, End Users

One of UpCurve Cloud's 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. UpCurve Cloud 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.

1) Quote Status Changes To "Closed Accepted"

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