Revise shared Quote: CreateAccess error

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Posted on by RoelG

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We're having an issue Revising shared Quotes.

We're using Access Team Templates for this on both Opportunity and Quote entity. Whenever a user is added to the Sales Team of the Opportunity, all related Quote teams are updated accordingly. This works.

When a user from Business Unit A creates an Opportunity and a Quote for this Opportunity and adds a user from Business Unit B to the Opportunity Sales Team, then User B can see both the Opportunity and the Quote. Perfect.

Both users have the same Security Roles:

And here are screenshots of the team templates from Opportunity and Quote:

Now the strange thing: User from Business Unit B is able to add Quotes to the Opportunity without a problem. He can also modify Quotes from user from BU A.

The one thing he CANNOT do is REVISE Quotes from user from BU A?!

How is this possible? Whenever he tries to Revise such a Quote he gets this error:

<Message>SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 00000000-0000-0000-0000-000000000000, OwnerId: a8ebe629-4f42-e511-9416-00155d1a2f05, OwnerIdType: 8 and CallingUser: fe99db9b-5242-e511-9416-00155d1a2f05. ObjectTypeCode: 1084, objectBusinessUnitId: 3dd5e629-4f42-e511-9416-00155d1a2f05, AccessRights: CreateAccess </Message>

ObjectTypeCode: 1084 is the Quote entity.

It seems that whenever he tries to Revise a Quote from a user from another Business Unit, the error happens, although the quote is shared with him and he can edit that quote perfectly (update, activate, close) and he can also add quotes to the opportunity that is shared with him.

Is this a bug?

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Make sure that the Team(s) have permission to Update a Quote or an Opportunity and Accounts. Also the User needs to have permission to Update a Quote or an Opportunity. Also check the Apend and Append to security roles.

Hope this helps

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RoelG 1,090 on at

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They are given these priviliges through sharing. So that's not the solutions. We have opened a ticket at Microsoft to look into this issue.

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Aileen Gusni 44,524 on at

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Roel,

it seems you need to give Create permission to Organization.

It is based on my finding in your previous error & security setting.

Thanks

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RoelG 1,090 on at

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Yes, then it works Aileen, but we don't want to do that... Besides, the user is perfectly able to create a new quote for the opportunity, so it should also work revising an existing quote... We've handed the issue to Microsoft support to look futher into this.

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Benoit Delvaux 870 on at

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If I remember well we also had to give Read and Write accesses in addition to Create.

Then it becomes trivial to use Sales Teams :)

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