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Microsoft Dynamics CRM (Archived)

RE-Open a Canceled Quote

Posted on by

Hi,

I want to ask if anyone would know if there is anyway to reset the Quotation Status Reason (Closed - Canceled) to Status Reason (Active - In Progress)?

Scenario:

1. I have a quotation in draft (where it links to 2 lookup record).

2. I activated the quotation as Active

3. I Revised the quotation (now I have 1 canceled quotation (v.0) and 1 draft quotation - (v.1)

4. I edited the (v1) draft quotation (replaced the 2 lookup record)

5. Now I want to Cancel the (v.1) and set the (v.0) as (Active - In Progress) with the same version number.

Any idea how to do that?

I have tried below, but failed....

1. Use workflow to set (v.1) as Closed - Canceled); then use workflow to set (v.0) to Active - In Progress.... all failed.  It is giving me a workflow error saying something related to current record is not in "Draft" status, etc.

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  • Verified answer
    swava Profile Picture
    swava on at
    RE: RE-Open a Canceled Quote

    Never mind, I have just been doing a few more test with workflow, I can do it in 3 steps... close current draft (v.1) as canceled, then set the status reason of (v.0) as Draft, then set the status reason of (v.0) from Draft to Active.  A bit lengthy, but works.

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