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Microsoft Dynamics CRM (Archived)

PSA Quote/Order Line Details loading issues

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Posted on by Microsoft Employee

Hi,

Quote/Order line details view when adding details to a Project Quote line is not loading properly in Edge or Chrome and a whole bunch of errors occur when switching group by (in the hope of it loading properly)

quote-line-details.PNG

This was never working properly, but at least I could see the details that had been added if I refreshed the page a couple of times.

But as of today, it's useless! It either shows completely unrelated details (from another quote) or shows nothing at all...

I'm going to contact support but has anyone come across a similar issue, that may have a temp solution?

Many thanks,

P.

P.s. adding is not the issue, it the details View that refuses to load properly!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: PSA Quote/Order Line Details loading issues

    Sorted, after support call.

    Apparently some SDK messages are being disabled when updating and not updated again when update completes:

    Go to Customize > SDK messages and enable all those that aren't enabled:

    7651.Capture.JPG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: PSA Quote/Order Line Details loading issues

    Beware, i'm having major issues with the latest version (v2.4.3.11 of PSA and v7.5.0.60 of FS) on a version 9.0 instance.

    I'm unable to add any Order Item Details... Tried everything except a rollback!

  • dgreen Profile Picture
    dgreen on at
    RE: PSA Quote/Order Line Details loading issues

    Thanks for the heads up Pedro. I've run the update and it's fixed my problem too.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: PSA Quote/Order Line Details loading issues

    Yup, fixed it :D

    Please note I also did Field Service update to v 6.2.1.38

  • CSF90 Profile Picture
    CSF90 on at
    RE: PSA Quote/Order Line Details loading issues

    Any luck?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: PSA Quote/Order Line Details loading issues

    FYI PSA version is now 1.2.1.56

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: PSA Quote/Order Line Details loading issues

    There's an update available to PSA and Field Service, running it now, will report if there is progress with this issue.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: PSA Quote/Order Line Details loading issues

    It's unusable for me still! But there seems to be an update rolling out today:

    Dynamics 365 - Portal Update version 8.3.0.215
    MC109896

    Published Date: Jul 17
    Category: Plan For Change

    How does this impact me?

    How does this affect me?: During the update, the Portal Management page in the Dynamics 365 Administration Center will be placed in a read-only state for a short period of time.

    If you are using production version of portals, the portal website itself will remain online and accessible. if you are using trial version, your portal website will not be accessible during upgrade.

    What do I need to do to prepare for this change?: You must update your organization’s solution packages.  Until the solution is updated, some enhancements will not be available to portal administrators and/or users.

     

    Additional information: https://support.microsoft.com/help/4034875

  • dgreen Profile Picture
    dgreen on at
    RE: PSA Quote/Order Line Details loading issues

    The problems I've had with the quote line detail sound similar:

    1. Either the details never load and to solve this I end up clicking the + sign to add a line item (and then they appear).

    2. Quote line details from the previous project automatically populate the quote line details and there's no way to delete these. Strangely though they don't affect the amount, but all sorts of other problems eventuate.

  • CSF90 Profile Picture
    CSF90 on at
    RE: PSA Quote/Order Line Details loading issues

    Yep, just to confirm that the issue still persists on latest version of Dynamics 365 Online and latest PSA solution too.

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