Applies to Product -Dynamics 365 Supply Chain Management
What’s happening?
Customers need to partially win a quotation, meaning they want to select specific lines from a quotation to convert into a sales order while marking others as lost.
Reason:
In Dynamics 365 Finance and Operations, it is a system limitation that prevents users from partially winning a quotation by selecting specific lines to convert into a sales order while marking others as lost. The system does not support this functionality directly.
Resolution:
To handle scenarios where partial wins are needed, consider the following workarounds:
- Split the Quote: Create separate sales quotes for the lines that are won and the lines that are lost. This allows the conversion of the winning quote lines into a sales order while closing the losing quote lines as lost.
- Custom Development: Implement custom logic or workflows to manage partial wins. This may involve creating custom fields or entities to track the status of individual quote lines and processing them accordingly.
When deciding to create a custom solution, it is recommended to test the script in a User Acceptance Testing (UAT) environment first. Once successful, implement the same in production following the necessary downtime, as outlined in the Microsoft documentation regarding running custom X++ scripts with zero downtime.