Skip to main content

Notifications

Dynamics 365 Community / Forums / Sales forum / Unit of measure lookup...
Sales forum

Unit of measure lookup filtering on quote line quick create form

Posted on by 264

Hi, we were using standard form to create quote lines by now, but when we turned on quick create capability to quotedetail entity, we noticed one difference. Unit of measure lookup field does not get filtered based on product/pricelist combination. In standard form, we can see that a custom view gets created automatically and we are able to select only from those units the product is configured with in pricelist (via pricelistitem). In quick create form, we get to choose among all the units.

Is this by design or is it a bug? Could someone try to reproduce the same in own environment?

Thanks in advance

  • Suggested answer
    Žarko Radevic Profile Picture
    Žarko Radevic 264 on at
    RE: Unit of measure lookup filtering on quote line quick create form

    The out of the box form works as expected, had to create a copy of it and than customize instead of creating a new one from scratch.

  • Žarko Radevic Profile Picture
    Žarko Radevic 264 on at
    RE: Unit of measure lookup filtering on quote line quick create form

    Thanks for your answer, I figured out that the standard quick create form works as expected so I used the "Save as" on that form and customized it to our needs, it works fine now.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,870 on at
    RE: Unit of measure lookup filtering on quote line quick create form

    Hi partner,

    I tested it in my environment and didn't encounter this problem.

    The Unit field can be automatically populated in the quick create form of quote line.

    5684.2.PNG

    However, if I remove the auto-populated Unit, and then click search button, I will see "A required field cannot be empty."

    5684.2.PNG

    So I think this is also a bug.

    I have raised a Microsoft support ticket.

    If there is any progress, I will follow up here.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,336 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans