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Finance | Project Operations, Human Resources, ...
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Can you add a new Sales Agreement to an Order if there was already an attached Sales Agreement?

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Posted on by 62
Hi, if a Sales Order was created with an attached Sales Agreement. Is it possible to remove the original Sales Agreement from the order and add a new one?
 
I have tried and tested and was unable to do so. 
 
Is the correct process to delete the Sales Order and re-create it with the new Sales Agreement?
  • MS-29042149-0 Profile Picture
    62 on at
    Can you add a new Sales Agreement to an Order if there was already an attached Sales Agreement?
    @Hana Xue based on your response and the linked article, it does not look like a Sales Agreement can be attached to a Sales Order when the Sales Order has already been created, or a Sales Order already has an existing Sales Agreement?
  • Verified answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    Can you add a new Sales Agreement to an Order if there was already an attached Sales Agreement?
    Hi,
    Once a sales order is created, the system usually does not allow direct changes or deletions of the sales agreement associated with it. It is usually possible to create a new sales agreement and link it to a new sales order. You can also check out this blog post about the Sales Agreement feature when linked to a Sales Order Line. Sales agreement functionality when linking to Sales order lines - Microsoft Dynamics 365 Blog
    Best Regards,
    Hana

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