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Quote Lines (Project Based): Refer the same project to more than one Quote line.

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Posted on by BernardOz

Hi there,

I need to make a quote where each Quote Line (project-based) is referred to the same project i.e.:

Quotes>Quote A> Quote Line(project based):

Name: ABC / Billing method: Fixed price / Project: Z10

Name: DEF / Billing method: Fixed price / Project: Z10

and so on... (serveral Quote lines related to the same project).

I tried but got the error below.

ERROR CODE:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The assigned project isn't valid.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>c44f6e8e-60bc-4a79-be49-da6037aaa07f</ActivityId>
<ErrorCode>-2147220891</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>OperationStatus</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">0</d2p1:value>
    </KeyValuePairOfstringanyType>
    <KeyValuePairOfstringanyType>
      <d2p1:key>SubErrorCode</d2p1:key>
      <d2p1:value xmlns:d4p1="www.w3.org/.../XMLSchema" i:type="d4p1:string">-2146233088</d2p1:value>
    </KeyValuePairOfstringanyType>
</ErrorDetails>
<Message>The assigned project isn't valid.</Message>
<Timestamp>2017-01-21T07:29:36.2886776Z</Timestamp>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText>

[Microsoft.Dynamics.ProjectService.Plugins: Microsoft.Dynamics.ProjectService.Plugins.PreQuoteLineCreate]
[7a667a27-3cd7-e411-80df-00155dbeee13: 4389ad63-9e1c-42cc-b665-26c248b50c8c]
Entered Microsoft.Dynamics.ProjectService.Plugins.PreQuoteLineCreate.Execute(), Correlation Id: b7383db1-d869-459a-bb42-e81059821293, Initiating User: 700c31a8-b9c0-e611-80fd-c4346bc4de40
Exiting Microsoft.Dynamics.ProjectService.Plugins.PreQuoteLineCreate.Execute(), Correlation Id: b7383db1-d869-459a-bb42-e81059821293, Initiating User: 700c31a8-b9c0-e611-80fd-c4346bc4de40

</TraceText>
</OrganizationServiceFault>

Any help more than welcome.

Thanks.

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Project Service Automation

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BernardOz 81 on at

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Forgot to mention that I can link the first quote line (ABC) to the current project (Z10). but cant link the second one (DEF).

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JordiP on at

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Hi all!, I have the same problem loading project contract lines. Have you solved the problem Bernard? If anybody has any new about this would be great!

Many Thanks!!

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PerKr 260 on at

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Unfortunately I'm not available to solve this problem, I can only add one more to the choir. The error that pops up is clearly a plug-in in the PSA module prohibiting you from referencing the same project more than once. This is simply not usable. We have to be able to give one quote, and one project, with multiple quote lines where some are Fixed Price and some are T&M. Have you created a support request with Microsoft to get an answer to this? If not, please do and keep us updated.

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JordiP on at

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Hi all again, I have not created any support request. Instead, I have downloaded the plugin dll with xrmtoolbox and then watch it inside with reflector. I've seen that what it's doing basically is returning error when you try to link a project to an order line and the project is already linked to another order line(there are some other checks but this is the one that usually throws the error). It's a prevalidation plugin doing relatively nothing more, so, I tried to disable it. After disabling it I can add the project. Then I revised the actuals and I can see that actuals are linked to the first order line, that works for me, so I decided to let the plugin disabled, even I know may not be a very supported solution works fine for us. In my case I had the problem with Order not Quote and the plugin was Microsoft.Dynamics.ProjectService.Plugins.PreValidatesalesorderdetailCreateProjectTransactionClassificationCheck, there is another one similar for quotes, but the only one I have revised with reflection it's the one for orderlines (don't know if the quote's one is doing something more than check).

Thanks

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PerKr 260 on at

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Thanks for the update JordiP, but disabling the plug-in isn't really a solution in the long term. Microsoft vision, as far as I understand it is that project service functionality which until now also exists in Operations (AX) will gradually move to the PSA module for CRM. For this to be possible Microsoft has to support functionality which is present in Operations. From my understanding they are moving more and more project functionality from Operations to PSA in CRM and in the long term Operations will "only" handle the financial side of things.

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Community Member on at

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I think you need to reivew how you enter your quote lines. There are Quote Lines and Quote Line Details. One project only can be assigned to a Quote Line.

Example: The quote line could be Dynamics GP Upgrade. The quote line detail will then split it out by muliple line: line 1 PM 2 Days, line 2, installation 1 Day, line 3 Test upgrade 3 Days etc....

If your have a large project you could setup the projects per phase or milestone. Then you would also specify this by having multiple Quote Lines (one per project required).

Hopefully this helps

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