Finance | Project Operations, Human Resources, ...

Project Operations -Lite - Quote Revision - Copy custom field data to Quote Line Details

(2) Share

Report

Posted on by TStephenson

I'm finding that when using the Revise Quote functionality, the Quote is being revised and the Quote Lines are being created with all appropriate data. However, the Quote Line Detail lines are being created, but only with OOB field data. No custom fields are being copied over.

I'm not sure what setting where I need to change to make this functional.

Categories:

Dynamics 365 Project Operations

Dynamics 365 Project Service Automation

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Komi Siabi 13,130 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

You will need a help of a CMR/PP developer to customize the process for you.

Was this reply helpful? Yes No
TStephenson 14 on at

Like (0)

Report
Copy link

Link copied!

@Komi Siabi - I am that professional. I'm just not sure WHERE that code lives to modify it. I've looked at the project service preop / postop plugins for QuoteLineDetails and I'm not finding what I'm looking for.

I just need someone to point me in the right direction. I can't be the first person this has been an issue for.

Was this reply helpful? Yes No