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Microsoft Dynamics CRM (Archived)

Contract and Contract Line entity - need to know when/how it changes the status....

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Posted on by 2

On the Contract entity, I need to know what causes the status to change to Active, Canceled, Draft, Expired, Invoiced, or On Hold.

 

I also need to know on the Contract Line entity - what causes the status to change to Canceled, Existing, Expired, or Renewed.


Any help is appreciated, thank you.

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  • USA80 Profile Picture
    USA80 2 on at
    RE: Contract and Contract Line entity - need to know when/how it changes the status....

    I need to understand when a person would change the status on a Contract Line for each of the different statuses.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Contract and Contract Line entity - need to know when/how it changes the status....

    You change the status's by clicking the buttons on the ribbon bar. The ribbon buttons will change depending on the status of the contract.

    Also some extra info on Contract Lines - community.dynamics.com/.../695620

  • USA80 Profile Picture
    USA80 2 on at
    RE: Contract and Contract Line entity - need to know when/how it changes the status....

    I don't see the explanation for when status change on Contract Lines...am I missing it?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Contract and Contract Line entity - need to know when/how it changes the status....

    Hello,

    Check this - crmbook.powerobjects.com/.../contracts

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