How to re-assign active or invoiced contracts?

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Gentleman,

I may be doing something wrong, but I'm surprised how come my question does not bring any google answers back. One would think that is pretty common that an active contract may be re-assigned to a different owner for multiple reasons. i.e. a person leaves the company and want to reassign those records, or a sales person moves from location and accounts, opportunities and contracts need to be reassigned to another pier (which is my case).

Well, I see I cannot assign or modify the owner of a contract that is active or invoiced.

So how do I go about updating that element?

I apologize if there is an obvious answer sitting in front of my face and I cannot see it.

Thanks all

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Re: Re: How to re-assign active or invoiced contracts?

Ok guys... this one was a hard cookie... I figured out the problem and sharing the solution in case helps someone in the future.

In my particular case, the odd behavior that I was experiencing was due to a line of code in the ON LOAD event of the contract form.

In specific, had to do with a calculated field.

Since I have a field that is not entered but in turn computed from several others... I put in the onload event the following line:

crmForm.all.new_totalvolume.ForceSubmit = true;

In order to avoid having to copy the above statement into each on-change event of the source fields, I played smart and attempted to put it in the onload event just once.

Well, when you do this, almost every action of the actions menu will break and fail.

-you cannot reassign the contract

-you cannot set it on hold

-you cannot cancel it

and will always say the error that the current status of the contract does not allow the operation.

Apparently, if there is at least one 'dirty' field, the above actions do fail by design.

When I removed the line and copied it into each one of the corresponding on-change events the problem was resolved.

Once again, proven that the lazy works double.

Cheers

FB

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Re: Re: How to re-assign active or invoiced contracts?

That's what I tought... however when I do as you said, I get a message from the system stating:

Contracts Error

The status of the contract does not allow this action

hmmm...? what's going on?

ps:I'm an admin in the system

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alf 17,915 on at

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Re: How to re-assign active or invoiced contracts?

Hi Bellow,

I believe this works. You should be able to go to actions menu, assign, and select the new user. I just tested with an invoiced contract and worked ok.

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