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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Change project quotati...
Finance | Project Operations, Human Resources, ...
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Change project quotation status to sent from confirmed

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Posted on by REEBAS 130

Dears,

Is there is any way to change or step back project quotation from confirmed to sent status.

Regards,

  • REEBAS Profile Picture
    REEBAS 130 on at
    RE: Change project quotation status to sent from confirmed

    Confirmed quotations could not become canceld or lost after it is confirmed, the only way I found is to cancel the sales  order that related to the quotation.

  • Deepak Agarwal Profile Picture
    Deepak Agarwal 8,566 on at
    RE: Change project quotation status to sent from confirmed

    Pl mark answers and verify when your issue is resolved.

  • REEBAS Profile Picture
    REEBAS 130 on at
    RE: Change project quotation status to sent from confirmed

    thanks for your response...

  • Verified answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 8,566 on at
    RE: Change project quotation status to sent from confirmed

    I don't have a system with this setup currently, but you can give a try to this,

    Update project quotations

  • REEBAS Profile Picture
    REEBAS 130 on at
    RE: Change project quotation status to sent from confirmed

    the user was trying to lost quotation and then by mistake he did confirm it.

  • Deepak Agarwal Profile Picture
    Deepak Agarwal 8,566 on at
    RE: Change project quotation status to sent from confirmed

    Hi Roaa, Can you pl share whats the business scenario for this requirement? Using code may be achievable but you need to take care of consistency.  

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