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Preventing quote to order creation based on a field

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Posted on by CalebG

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For our order process we have a few conditions that need to be met for a quote to be processed into an order. If all of these conditions are met, then a field is set to /Ready/ and the quote can be converted. I was just wondering how I can achieve this check so that if the field isn't set to /Ready/ the order can't be created. If anyone has any insight on this, that would be so beyond helpful. Thanks!

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Quotes / Orders / Invoices

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Haig Liu Microsoft Employee on at

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Preventing quote to order creation based on a field

Hi CalebG,

We can use ribbon workbench to hide/show buttons based on field value:

https://d365demystified.com/2021/01/08/ribbon-button-visibility-based-on-a-field-value-in-dynamics-365-ribbon-workbench/

About how to use ribbon workbench:

https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

I hope this helps, but please let me know if you need anything else or if you have any other questions.
thanks,
Haig Liu

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