Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quote Revise Button Do...
Customer experience | Sales, Customer Insights,...
Suggested answer

Quote Revise Button Does not Set Correct Status

(0) ShareShare
ReportReport
Posted on by furkank 535

Hi,

In Dynamics 365 release wave 2 version and previous versions, the default "Revise" button on "Quote" form sets "statuscode" to the "default statuscode(Lost)" value.

I am using that "default statuscode(Lost)" value for the "Close Quote" button.

There is also "Revise" statuscode value that i want to use for the Revise button. Since "Revise" button doesn't allow you to choose your statuscode, all of the revised Quotes' statuscode become "Lost" which is wrong.

How can i change Revise button statuscode value? Whether via UI or via code?

  • Suggested answer
    furkank Profile Picture
    furkank 535 on at
    RE: Quote Revise Button Does not Set Correct Status

    Here is the solution I found by myself;

    public class SetQuoteReviseStatusPreCreate : Plugin
    {
        public SetQuoteReviseStatusPreCreate() : base(typeof(SetQuoteReviseStatusPreCreate))
        {
            RegisteredEvents.Add(new PluginConfiguration((int)PluginExecutionStage.PreOperation, "Create", "quote", ExecutePlugin));
        }

        private static void ExecutePlugin(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            var context = localContext.PluginExecutionContext;
            var service = localContext.OrganizationService;
            var tracingService = localContext.TracingService;
            var orgContext = new OrganizationServiceContext(service);

            if (!context.InputParameters.ContainsKey("Target") || !(context.InputParameters["Target"] is Entity))
            {
                return;
            }

            var target = (Entity)context.InputParameters["Target"];

            if (!target.Attributes.Contains("revisionnumber") || target.GetAttributeValue("revisionnumber") < 1)
            {
                tracingService.Trace("This Quote isn't a Revised Quote.");
                return;
            }

            while (context != null)
            {
                if (context.MessageName != "Revise")
                {
                    context = context.ParentContext;
                    continue;
                }
                else
                    break;
            }

            if (context == null)
            {
                tracingService.Trace("ParentContext is empty or does not have Revise MessageName.");
                return;
            }

            if (!context.InputParameters.Contains("QuoteId"))
            {
                tracingService.Trace("ParentContext does not contain QuoteId.");
                return;
            }

            var parentContextId = (Guid)context.InputParameters["QuoteId"];

            tracingService.Trace($"Parent Quote ID: {parentContextId}");

            var revisedQuote = service.Retrieve("quote", parentContextId, new ColumnSet(new string[] { "statuscode" }));
            if (revisedQuote.GetAttributeValue("statuscode").Value == 899270011)
                return; //Already revised, no need to update

            tracingService.Trace("Starting Updating Revised Quote Statuscode to Revised");

            var updateRevisedQuote = new Entity("quote", parentContextId);
            updateRevisedQuote["statuscode"] = new OptionSetValue(899270011);
            service.Update(updateRevisedQuote);

            tracingService.Trace("Revised Quote Statuscode Updated");
        }
    }

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans