Quote Products Line Item Order

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In CRM 2013 the Quote Products Inline Editable Grid has arrows to control the position of the line item in the sub grid.

Where does CRM Persist this Information? I can not seem to find it in Filteredquotedetail LineitemNumber is null and sequencenumber seems to be used for something else as its values are 1,2,1,2. My requirement is to display the quote products on an SSRS Report in the same order as they appear in Inline grid. IT has to be somewhere CRM orders these lines in the correct order across multiple sessions and users.

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Community Member on at

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bump...

Can anyone tell me where this is persisted and how this is consumed. I've even set up a profiler trace, and from what I am seeing it does appear as if the sequence field is in play here, but the persisted values are not unique across line items for a quote...

This isn't really going over well, and it seems like it should be a no brainer, what am I missing?

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Just tested in my 2013 org and for me it is the reverse order of the sequencenumber. I have 3 opportunity products on my opportunity and when retrieving them, the first opportunity product in the grid has a sequencenumber of 3, the second has 2 and the third has 1. I can move them around in the grid with the arrows and the sequencenumber will change based on the position in the grid.

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I am seeing something different on Quote Products...

I have 4 quote detail lines for a quote and the sequence numbers are 2,1,2,1... I'll try it with opportunity products to see if they behave differently than Quote product. I'll also try it on a quote with only three detail lines and see what happens.

Thanks, for at least looking, I appreciate the response...

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Oops, I guess I glanced over 'Quote' and assumed Opportunity but I just checked quote products as well and I'm seeing the same behavior as my opportunity products.

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I have added a new opportunity and generated a quote and see the behavior you describe. So I went back to my problematic quote, to make sure I wasn't just losing my mind. I wasn't. I added a new product line and the sequence numbers were 3,2,1,2,1. I removed a couple of lines and was finally able to get the sequence numbers to order properly. Subsequent product lines from the catalog or write in are now numbering correctly.

Interestingly, the troublesome quotes were generated from an opportunity that was imported into our CRM System from our Existing CRM package. This may have been the culprit, but there were no opportunity products imported. I'm going to go with the ORDER BY Sequence Number DESC and will keep an eye on it.

Thanks for the help,

Bill

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I finally figured this one out. Quotes which had details added directly to the quote worked when ORDER BY sequencenumber DESC, quotes created from an Opportunity resulted with null sequencenumber column values. The sequencenumber field isn't mapped by default between opportunity product and quote detail. I created the mapping and now the order on the opportunity transfers to the quote. I found this, which finally allowed me to solve the problem... crmconsultancy.wordpress.com/.../productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product

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AlanH-APL 25 on at

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We seem to have developed an issue of line item order in the last two weeks. Previously when a quote was printed to a template the line items were listed in the order in which they were created (useful for us, as we sell large systems with accessories and want the larger cost items at the top) - ie in "created on" = descending.

However, they are now being printed in the reverse order.

Looking more closely, I found that it's actually the "sequence" number which seems to determine the order they appear on the template, as other posters have found.

So until two weeks ago line items were listed on the template in order of AScending sequence number; whereas they now are reversed ie they are listed in order of DEScending sequence number. This is a real pain for our sales people!

I have 2 quotes printed from the same record, 1 from 2 weeks ago, and one printed today - and the line items are reversed!

Has anyone got any idea why this might have changed, or how it can be changed to its previous setting, or overcome?

(I know it can be done manually in the quote using the arrows on the inline edit grid - but this is really not ideal. I've also tried exporting a solution with the inline edit view and changing the ordering in the customizations.xml, but on import it doesn't seem to have changed (confirmed by checking the view in the main siolution editor)

Any help would be much appreciated!

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AlanH-APL 25 on at

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I have not found any reason why the sequence number sorting should have changed (as per my earlier post), or any way to change it, but I have found a workaround. It mat not be suitable for everyone, and it's not perfect but will suit our needs.

I built a Flow triggered on create of a quote product which checks the price per unit and increments the sequence number depending on it's price band (ie using conditional statements) eg if price > $60k increment by 50, or if it's $50-60k increment by 50, etc etc. The result is that the products (when printed to the quote template) are correctly ordered by cost, with highest at the top. Our quotes usually have less than 10 products, so this works fine.

It mat not be suitable for everyone, and it's not perfect but will suit our needs. Flow is particularly useful here, as it's currently not possible to update a quote product from within a CRM workflow with OOB functionality.

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TonyaStephenson 117 on at

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Same things happened to us as well. Previously all the quote products printed in the order they were entered. Now they're printing in rev sequence - last entered, first printed. Any suggestions anyone has on how to explain this to our clients?

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chenZhen 15 on at

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Hi Tonya, I'm facing the same problems now - did you manage to find a solution?

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