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Dynamics 365 Community / Forums / Sales forum / Trying to Create a Quo...
Sales forum

Trying to Create a Quote for a form gives an error stating "This form can only be used on service-maintenance based records. Record is read only."

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Posted on by Community Member

Hi,

I'm trying to set up our Dynamics 365 for the company. Currently looking into the creating quote functionality. When i go to an opportunity quote section and attempt to make a new opportunity. All the fields to create it appear as locked and i get the error "This form can only be used on service-maintenance based records. Record is read only."

Categories:
Quotes / Orders / Invoices
Other
  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi GDomican,

    Could you provide relevant screenshots and the error log?

    Best Regards,

    Lu Hao

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi, I am also facing the same issue - You go to Opportunity > Quotes (tab) > Click on "+ Add New Quote"

    QuoteIssue2.jpg

    It will open up a the Quote form and all the fields will be read only and on the top the message appears like how mentioned above

    QuoteIssue2.jpg

    And when you come back to Opportunity page, the Quote record is created but you can't do much about it (yes, you can select "Activate Quote" to mark it Active - but still it is not editable)

    QuoteIssue3.jpg

    Note: This is a trial Org (setup on 1st April 2019) and I am logged as a System Admin while performing the above actions.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Talha,

    That's because this is the Quote: Field Service Information form, so it's locked.

    Please switch to the Quote: Quote form, it is not locked and you can edit it.

    8422.1.JPG

    Hope this helps.

    Best Regards,

    Lu Hao

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I've recently realised i was working in the trial environment and this was the issue. Since i have moved to the licensed environment, it has been resolved

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi GDomican,

    I am very glad that your problem has been solved.  :)

    Please mark your answer as verified, which will help other users with the same problem.

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