Share
Report
5Hi All,
At my Workplace we are implementing Project Operations as part of our Dynamics 365 use across the business. Alongside a lot of this has come many changes we have had to made from the development side in our software team. We have an issue where a work based Quote will not go into a status of "Won". On an item based Quote when we "Win" a Quote and hit the /api/data/v9.1/WinQuote API endpoint, as expected the state of the Quote changes to "Won" and the Status reason of the Quote to "Won".
On a work-based Quote however it seems to not be working. Looking through the Network tab in devtools shows an error response of 400 with the error "message": "The read-only check can't continue without specifying the contract status reason."
Reading the Microsoft docs says "When you close a project quote as Won, the status is set to Closed, and the status reason is set to Won. Closing the quote makes the project quote read-only and creates a draft project contract that contains the quote information. Because a closed quote can't be reopened, a confirmation dialog box confirms your changes."
This is directly contrasting what seems to be the stock functionality where there is a Status of "Won" which has a statusreason of "Won" but the status of "Closed" does not contain a status of "Won" so how would this be possible?
As a hail-mary shot in a development environment I tried to change the statusreason of "Won" to come under the status of "Closed" however this did not work.
It is also worth mentioning that using the /api/data/v9.1/CloseQuote Endpoint as setting as "Lost" or any other Status reason which is under the status of "Closed" does work as intended.
After trying many different options I am at a loss and can't seem to find anyone else having the same issue.
Is there a different endpoint that needs to be hit with work-based Quotes?
Is there a setting somewhere which needs to be enabled?
is this functionality not yet enabled?
any guidance/advice would be appreciated.
Thanks.
All responses (
Answers (
