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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quotedetail of closed ...
Microsoft Dynamics CRM (Archived)

Quotedetail of closed quote can be modified, which is wrong

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Posted on by Simon Niederkircher 217

Hi there,

When you make a quote as read only (by activating -> won or activating -> revised or activating -> lost) you are still able to modify quotedetails. Hence you may modify critical parts of a quote, like the price or discount on quotedetails.

Any idea how to stop that?

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I have the same question (0)
  • Verified answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at

    Hi Simon,

    What build are you on? Can you reproduce the same behavior on a brand new CRM Organization without any customizations ? If yes, then i'd suggest reaching out to Microsoft and see if this isn't a bug and can provide a fix for you.

    Until the above settles, as a workaround you can create a plugin triggered on update of the quote detail. The plugin can then check the state of the parent quote and if this is closed give back an exception to the user and roll back the transaction.

    Regards,

    Radu

  • Simon Niederkircher Profile Picture
    Simon Niederkircher 217 on at

    Thanks for your response. I am using 9.1.0000.4437. Also tried on freshly installed instance, same behaviour. In classic and unified interface.

    Plugin is an ungly workaround, but better than nothing.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Instead of plugin, you can restrict the update using the real time workflow as well.

    survivingcrm.com/.../using-real-time-workflows-to-show-error-messages

    Hope this helps.

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