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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create order button is...
Microsoft Dynamics CRM (Archived)

Create order button is hidden in Sales Quote in CRM 2016 on-Premise?

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Posted on by Habeeb-Dynamics CRM...

Hi All,

I have created products in lead here i am skipping opportunity as per my requirement.After lead qualification i am creating quote and its products based on the status of the lead.

Initially it was working fine, now when i create quote through my lead qualification process, quote is created but when i activate the quote create order is in hidden mode.

If i create quote from quote entity then activate it. It is showing the order button.

Can any one please help me what would be thew cause.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    did you check the enable rules on the Ribbon?

    Try to figure it out using Ribbonworkbench: develop1.net/.../ribbonworkbench.aspx

    Maybe u r missing a value in a field, which you don't consider when qualifing a lead.

    Regards,

    Karan

  • Habeeb-Dynamics CRM Application Developer Profile Picture
    Habeeb-Dynamics CRM... on at

    Can you tell me which field is that?

  • Community Member Profile Picture
    Community Member on at

    Unfortunately, I can't. Could you please conduct a compare which field is empty when you do a qualification.

  • Habeeb-Dynamics CRM Application Developer Profile Picture
    Habeeb-Dynamics CRM... on at

    Karan, which enable rule i have to check, in ribbon it is showing three enable rules.

    for create order button.

  • Community Member Profile Picture
    Community Member on at

    Could you please write which rules are registred for the button? Please share a screenshot as well, pictures are telling more then 1000 words...

  • Habeeb-Dynamics CRM Application Developer Profile Picture
    Habeeb-Dynamics CRM... on at

    70811.Capture.JPG

    The above fig.shows the create order button properties.

  • Community Member Profile Picture
    Community Member on at

    Could please share properties to each Display and Enable rule? This would help more to undertand the configuration. Then we can have a detailed view to the record, where the button doesn't appear.

    Regards, Karan

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