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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quote close without cr...
Microsoft Dynamics CRM (Archived)

Quote close without creating the order

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Posted on by EmployeeOcta 6

Hello All,

How to achieve functionality.

1. closing the opportunity without creating order from the quote.

as if quote is active or draft the opportunity can not be closed as WON.

give me some pros and cons as well step by step implementation.

Thanks in Advance.

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi, So what is the reason for Closing the Opportunity Prematurely, Why Not Just add another Status or Stage to the opportunity that will help you identify the stage for the Opportunity without having to close it until the outstanding items for the opportunity are closed?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I guess you are  going to create order in some other erp after integration.

    Please provide a custom ribbon button as "won quote " or " lost quote", through js close quote as won or lost.

    Regards,

    Nithin

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    here modify the code

    function SetActivateButton() {

       try {

           if (Xrm.Page.context.client.getClient() == "Web" || Xrm.Page.context.client.getClient() == "Outlook") {

               var totalDiscount = Xrm.Page.getAttribute("ac_totaldiscountpercentage").getValue();

               var status = Xrm.Page.getAttribute("statecode").getValue();

               var statusreason = Xrm.Page.getAttribute("statuscode").getValue();

               if (totalDiscount != null && totalDiscount != undefined && totalDiscount != 0) {

                   if (status != null && status != undefined && status == 0) {

                       if (statusreason != null && statusreason != undefined && statusreason == 948140001) {

                           return true;

                       }

                       else {

                           return false;

                       }

                   }

               }

               else if (totalDiscount != null && totalDiscount != undefined && totalDiscount == 0) {

                   return true;

               }

               else if (totalDiscount == null) {

                   return true;

               }

           }

       }

       catch (err) {

           alert(err.message.toString());

       }

    }

  • EmployeeOcta Profile Picture
    EmployeeOcta 6 on at

    Hello Raz,

    I have already mention in my post i don't  want to create the order from the quote.

    but quote  is needed for an opportunity with write in products.

    How to close quote without creating the order such that i'll be able to close the opportunity.

    As you know if the quote is active or in draft mode we cannot close the opportunity.

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