Create multiple orders from an opportunity in Sage CRM 2017

Posted By David Forshaw over 7 years ago

I am trying to create several orders and associated order items programmatically from an opportunity in Sage CRM 2017 using a workflow rule. I am aware that there is the workflow rule action Execute SQL Statement. With this workflow rule action, how do I return the id of the created order so that I can populate the relevant order item with it. Is what I am wanting to achieve possible with CRM as it stands or do I need to write some custom code?

0 Sage CRM over 7 years ago

David

Please see help.sagecrm.com/.../WC_ExecuteSQLStatement.htm

You will see that Execute SQL may not be suitable. Although you can use ## symbols to add information from the related entity and use multiple statements separated by semi-colons, you cannot declare a variable in one statement and use it in another statement.
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0 Brooke Harper over 7 years ago

Hey there David,

Have you ever thought about trying a third party solution like CTIs? Creating several orders and associating them with an opportunity will be very fast and easy set up. Check out Tenfold, it can integrate with a lot of CRMs. Visit www.tenfold.com/integrations for more info. Hope this helps!
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Create multiple orders from an opportunity in Sage CRM 2017

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