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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Quote Entity: Account ...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Quote Entity: Account is the required field for the header.

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Posted on by LMP 680

Hi Experts,

In Quote entity, we upgraded the field service from the old deprecated msdyn_/Quote/Quote.Library.js library to msdyn_/Quote/FieldService.Quote.js.

https://community.dynamics.com/365/b/linn-s-power-platform-notebook/posts/script-errors-encountered-after-field-service-upgrade-to-8-x

Now the issue is the function FieldService.Quote.Library.Load that runs on form load removes the "Business Required" of the Account (customerid) field. When we create Quote record without populating the Account since it is not required anymore, we get the below error.

Exception Message: Account is the required field for the header.

ErrorCode: -2147220891
HexErrorCode: 0x80040265

ErrorDetails:
ApiExceptionSourceKey: Plugin/Microsoft.Dynamics.FieldService.FieldServicePlugin
ApiStepKey: 3da7c50c-059c-405c-9cad-0331783871ef
ApiDepthKey: 1
ApiActivityIdKey: a28acd6c-97d4-487a-a92e-4ee78a14d782
ApiPluginSolutionNameKey: msdyn_FieldService_patch_update
ApiStepSolutionNameKey: msdyn_FieldService_patch_update
ApiExceptionCategory: ClientError
ApiExceptionMesageName: IsvAborted
ApiExceptionHttpStatusCode: 400
OperationStatus: 0
SubErrorCode: -2146233088

TraceText:
[Microsoft.Dynamics.FieldService: Microsoft.Dynamics.FieldService.FieldServicePlugin]
[3da7c50c-059c-405c-9cad-0331783871ef: Field Service: Create (pre-operation) for quote]
Entered Microsoft.Dynamics.Sales.Plugins.AddressComputation.Execute(), Correlation Id: e23c50f8-9738-452f-84c8-923ddc6fd9a8, Initiating User: a8a074c4-99e6-e811-a94d-000d3ab3a777
Exiting Microsoft.Dynamics.Sales.Plugins.AddressComputation.Execute(), Correlation Id: e23c50f8-9738-452f-84c8-923ddc6fd9a8, Initiating User: a8a074c4-99e6-e811-a94d-000d3ab3a777
Entered Microsoft.Dynamics.Sales.Plugins.PreQuoteCreate.Execute(), Correlation Id: e23c50f8-9738-452f-84c8-923ddc6fd9a8, Initiating User: a8a074c4-99e6-e811-a94d-000d3ab3a777
Exiting Microsoft.Dynamics.Sales.Plugins.PreQuoteCreate.Execute(), Correlation Id: e23c50f8-9738-452f-84c8-923ddc6fd9a8, Initiating User: a8a074c4-99e6-e811-a94d-000d3ab3a777
Starting sync workflow 'Project Service - Contracting Unit is Required', Id: aa8701c5-fb04-eb11-a812-000d3ab101e9
Entering ConditionStep1_step:
Sync workflow 'Project Service - Contracting Unit is Required' completed successfully
Starting sync workflow 'Quote - 030 - Draft or not a draft', Id: 0e40bc55-3069-ea11-a811-000d3ab1160e
Entering ConditionStep1_step:
Entering SetAttributeValueStep_ConditionBranchStep2_3_step:
Entering ConditionBranchStep3_step:
Sync workflow 'Quote - 030 - Draft or not a draft' completed successfully

Activity Id: 8098510d-74ca-4246-88ff-a0fd4109f193

Field Service Installed Solutions

1157.fieldservice.png

Dynamics 365 Version

crm.png

Please share how fix this issue.

Thank you.

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Quote Entity: Account is the required field for the header.

    Hi LMP,

    The function removes the "Business Required" of the Account (customerid) field and you don’t require it, but it still must be filled for some unknown reasons.

    So you can create a business rule to set default value to the Account (customerid) field when you create new quote records, which can pre-populate the Account (customerid) field automatically.

    This way can avoid appearing error and don’t need user fill the Account (customerid) field manually.

    1.Go Settings > customizations > customize the system > entities > quote > business rule.

    pastedimage1602230442334v1.png

    2.Set condition and action.

    pastedimage1602230455867v2.png

    3.Save, Active and publish it.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • LMP Profile Picture
    LMP 680 on at
    RE: Quote Entity: Account is the required field for the header.

    Hi Leah Ju,

    I did some more test and I found out that the issue is when the function FieldService.Quote.Library.Load is enabled, even populating the Account (customerid) field, the plugin Microsoft.Dynamics.FieldService.FieldServicePlugin: Field Service: Create (pre-operation) for quote, is throwing this error: Exception Message: Account is the required field for the header.

  • Community Member Profile Picture
    Community Member on at
    RE: Quote Entity: Account is the required field for the header.

    Thanks for sharing and glad your issue was resolved!

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