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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to create Order...
Microsoft Dynamics CRM (Archived)

Unable to create Order record from Quote Entity

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Posted on by Community Member Microsoft Employee

Hi All,

My company uses Dynamics CRM 2016 to manage Sales Activity. We are in the UAT stage and plan to rollout in July. However, our sales support team found that an Order creation from Quote Entity could not generate from system.

I have following the CRM guide but the "Create Order" button  at the top of the Quote screen is missing, 

CreateOrderMissing.jpg

It happened to some of the Quote records with status reason = "Final" but not all Quote record. 

PS. I have check that they have FULL access right in the Order creation under Setting > Security > Security Role > Sales Tag > Order column.

Can anyone advise the root cause ? Thanks.

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Unable to create Order record from Quote Entity

    Hi Benjamin,

    For all quote records with Status Reason equals Active, Create Order button will be present.

    What does the "Status Reason equals Final" mean?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to create Order record from Quote Entity

    Hi Benjamin

    The reason status “final” is not out the box Dynamics CRM statuscode. The status reason is made up of 4 different statuses namely draft, active, won and closed. For the Create Order button to be visible check to see if the final status reason is active->final.

    Furthermore, check to see whether any workflows are updating the status on the quote based on conditions that may have been checked.

    If you found my response helpful, please mark “Yes” to confirm it helped you

  • Suggested answer
    Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at
    RE: Unable to create Order record from Quote Entity

    Hi,

    Create order button will be visible on "Activating Quote". Hence if quote status is "Activated" then only you can see Create order button. What i suggest, you can add "Final" value in Status reason for Activated Status.

    This is how you can achieve this.

    thanks

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