Dynamics Community Forum Thread Details

Add note to active quote?

Can't add notes to quote. Can you please explain have to add notes

Categories:

Hello LC-03031125-0,

You've encountered a common behavior in Dynamics 365 Sales: once a quote is activated, it becomes read-only, preventing further modifications, including adding notes. This is by design to ensure the integrity of the finalized quote.

Here's why and what you can do:

Why You Can't Add Notes to an Activated Quote:

Quote Finalization:
- Activation signifies that the quote is finalized and presented to the customer.
- To maintain a clear and unalterable record of the agreed-upon terms, changes are restricted.

Audit Trail:
- The read-only status helps maintain an audit trail, ensuring that there's a record of the quote as it was when it was activated.

How to Add Notes and Related Information:

Add Notes Before Activation:
- The best practice is to add all necessary notes and related information before activating the quote.
- This ensures that all relevant details are captured in the finalized document.

Create a New Revision (Recommended):
- If you need to add notes or make changes after activation, create a new revision of the quote.
- This will create a new draft quote that you can modify, including adding notes.
- This approach preserves the original activated quote while allowing you to update it.
- To do this, on the activated quote, you should have the option to create a revision.

Use Related Entities:
- For post-activation information, consider using related entities:
  - Activities: Add activities (e.g., phone calls, tasks) to the quote to record interactions.
  - Custom Entities: If you need to track specific types of information, create custom entities and relate them to the quote.

Internal Notes/Comments:
- If you need to add internal comments that are not customer facing, then consider using a custom field on the quote entity.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

Quick Links