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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Look up Address on Quo...
Microsoft Dynamics CRM (Archived)

Look up Address on Quote/Order forms (CRM 2013)

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Posted on by Community Member

We use the Look up Address button to populate the address fields on the Quote and the Order forms.  It works as expected, by showing the addresses associated with the account and then displaying the values on the form.  No problems there.  The issues that I am having is with regards to the uniqueidentifier addressid fields in the tables itself.  When used on the Quote form, it does not populate the two addressid fields (BillTo/ShipTo) but on the Order form it does populate those fields.  I'm making a report that is suppose to get the addressid fields from the Quote and the SalesOrder table and reference it back to the address record, which in the case of the Quotes, of course isn't working.

I've looked through everything I can think to try and figure out why there is a difference but I've come up with nothing, so I'm hoping someone might be able to shed some light onto this.

This issues is occurring in both our Test and Production environments.

Thanks

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  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Look up Address on Quote/Order forms (CRM 2013)

    Finally found what the issue was.  Hopefully someone can explain why what I did worked and how it could have occurred in the first place.

    I had narrowed the issue down to something on the main Quote Form.  I had an old dev environment that didn't have this issue so I created a Solution from both the Production and Dev environments containing just the Quote entity.  I than ran those two solutions through CRMComparer (https://archive.codeplex.com/?p=crmcomparer) and, among all the obvious differences, found two lines that were missing in the Production that referenced addressID fields.  Here is a snippet of where they were missing from the customizations.xml file

          <FormXml>
        <forms type="main">
          <systemform>
            <formid>{54076a2d-d043-4a1b-b061-4d06846371a9}</formid>
            <IntroducedVersion>6.0.0.0</IntroducedVersion>
            <FormPresentation>1</FormPresentation>
            <FormActivationState>1</FormActivationState>
            <form shownavigationbar="true" showImage="false" maxWidth="1900">
              <ancestor id="{54076A2D-D043-4A1B-B061-4D06846371A9}" />
              <hiddencontrols>
                <data id="statecode" datafieldname="statecode" classid="{5546E6CD-394C-4bee-94A8-4425E17EF6C6}" />
                <data id="billto_addressid" datafieldname="billto_addressid" classid="{5546E6CD-394C-4bee-94A8-4425E17EF6C6}" />
                <data id="shipto_addressid" datafieldname="shipto_addressid" classid="{5546E6CD-394C-4bee-94A8-4425E17EF6C6}" />
              </hiddencontrols>
              <tabs>

    I copied those two lines from the Dev xml file and pasted it in the Prod xml file and them imported that solution back into Prod and everything started working.

    I don't really have any idea what those lines are actually suppose to reference, or how they became missing in the first place.  Anyone have any ideas?

    Thanks.

  • wperkinson3 Profile Picture
    wperkinson3 2 on at
    RE: Look up Address on Quote/Order forms (CRM 2013)

    Did you ever get an explanation?

  • wperkinson3 Profile Picture
    wperkinson3 2 on at
    RE: Look up Address on Quote/Order forms (CRM 2013)

    I confirmed I have the hidden controls as you described, but the fields are still not being populated.

  • Community Member Profile Picture
    Community Member on at
    RE: Look up Address on Quote/Order forms (CRM 2013)

    Sorry, I never found out the why's, so not sure if I'm able to help.  I gather that my situation was rather unique, hence why I couldn't find any help with regards to it.  It just took some troubleshooting, and if I hadn't had a test environment, I probably never would have figured it out.

    As for your situation, not sure if there is much I can offer. I'm no expert by any stretch of the imagination.  I'm assuming you've already done this but here is all I can think of to start with

     - make sure the addresid fields are being populated in the quote table

     - see if there are any instances where it is working, ie did it used to and if so, what changed

     - are any custom code or scripting being done on those fields on either the quote or sales forms

     It took me about 4 months of looking at it every couple of weeks from a different perspective and different knowledge of CRM before I stumbled upon my solution.  Hope it doesn't take that long for you.

  • wperkinson3 Profile Picture
    wperkinson3 2 on at
    RE: Look up Address on Quote/Order forms (CRM 2013)

    Lindsay,

    Thank you for the reply.  I have been looking at it for a couple of weeks.

    I appreciate the options.  Unfortunately, I have tried them all. :(

    I submitted a support ticket to Microsoft at this point as I need this to work since we will be forced to version 9 in January.

    If I figure it out, I will be sure to post the solution here for others who may have this problem.

    Will

  • wperkinson3 Profile Picture
    wperkinson3 2 on at
    RE: Look up Address on Quote/Order forms (CRM 2013)

    Linday,

    I have not figured out why it is happening, but I do know the following:

    I had "Legacy Rendering" turned off.  As soon as I turned it on, the billto_addressid and shipto_addressid are now being populated.  I have a ticket open with Microsoft and maybe they can explain why this is happening.  I would rather not have "Legacy Rendering" turned on.

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