Changing the View Button on the Customer Quotation Object

To change the View Button on the Customer Quotation object perform the following steps:

In Visualforce Edition

Before you can use FinancialForce SCM Advanced Quoting, you must override the View button so that it loads the SCMQT__vfLoadCustomerQuotationLinePage Visualforce page:

1. Click Setup | Create | Objects | Customer Quotation.
2. Scroll to the Buttons, Links and Actions section.
3. Click Edit next to the View button.
4. Ensure that Visualforce Page is selected.
5. Select vfLoadCustomerQuotationLinePage [SCMQT__vfLoadCustomerQuotationLinePage] from the drop-down list.
6. Click Save.

In Lightning Edition

Before you can use FinancialForce Configure Price Quote, you must override the View button so that it loads the CustomerQuotationLightningPageAdvancedQuoting Lightning page:

1. Click Setup | Objects Manager | Customer Quotation.
2. Scroll to the Buttons, Links and Actions section.
3. Click Edit next to the View button.
4. Ensure that No Override (use default) checkbox is selected.
5. Select Lightning page (CustomerQuotationLightningPageAdvancedQuoting) in the Lightning Experience Override section.
6. Click Save.

Note:

Lightning version of the customer quotation page is currently available for the Inventory and Drop Ship record types only.