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Microsoft Dynamics CRM (Archived)

Quote close(Won) with Opportunity close = opportunity lost? And no revenue is transferred.

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Hello.

When I close a Quote as won and then select the "Close associated opportunity". The close opportunity dialog only gives me the options for closing the opportunity as lost, and the actual revenue is always 0. it should get the value from the quote and surely, the opportunity status should also be set as Won, not Lost. Is this a bug or am I doing something wrong here?

Checking the dlg_close.apx I find this row:

var oUrl = Mscrm.CrmUri.create("/sfa/opps/dlg_closeopp.aspx?pId=<%= Microsoft.Crm.CrmEncodeDecode.CrmJavaScriptEncodeNoQuotes(Microsoft.Crm.CrmEncodeDecode.CrmUrlEncode(_quoteId)) %>&pType=<%= Util.Quote.ToString(System.Globalization.CultureInfo.InvariantCulture) %>&won=false")


Now, as you see at the end won=false, will always be true since there are no checks performed in the code. If i simply change this to won=true, then the close opportunity dialog will show the opportunity as Won. Though, since this is always true I cant implement this since if I close the quote as lost, then the opportunity can't be Won.

And still, the actual revenue is always 0... I guess that the Quote status value is the oResult var so i could set up an if/else statement, however I have NO idea what value oResult will hold when  status = won (I have tried a few...).

The environment is Dynamics CRM 2015 0.1. I might add that this is an installation that has been migrated from 2011, in case the aspx files are different...

i would greatly appreciate any suggestions on how to get these two issues sorted out (status not reflected in close opp and revenue value not forwarding).

closeq.jpg

oppclose.jpg

Thanks,
Emil

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I have the same question (0)
  • Community Member Profile Picture
    on at

    Could someone at least confirm or deny that this is a bug in dynamics CRM 2015 0.1, or if it's just our environment?

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Emil,

    Just tested in my CRM 2015 Update 1 (7.1) environment, and it's working correctly.

    I think there's a problem in the way you're using the functionality.

    When you're on your quote, are you clicking the "Close quote" button ?

    This button is only for lost/canceled quotes, and there should be no "Won" option here unless you customized the statuscode field on the Quote to add a "Won" value to the "Closed" state ?

    If you actually want to win a Quote, you should use the "Create order" button, from there you'll also be able to close the originating opportunity, and this opportunity will be closed as Won.

    Hope it helps.

    Alex

  • Mahdyar Profile Picture
    67 on at

    Hi Emil,

    It is not a bug. Its the CRM built in functionality. You must use the "Create Order" button in order to close the quote and its opp as "Won".

    Clicking on the "Close Quote" button must be used when you want to Close the Quote as anything except "Won".

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