Restrict opportunity have only single quote record

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Posted on by Community Member

Hi there,

I have situation -when I am going to close quote corresponding opportunity must be close.this causes problem when I have multiple quote records for an opportunity.

so I try to solve this using following way-

when user create quote for opportunity .restrict user if there is already quote for that opportunity.but I dont have idea how to achieve this.

Thanks.

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Mahendar Pal 45,095 on at

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Hi Tarun,

You can implement this using plugin, you can write plugin on quote create where you can get OpportunityId from the quote and check if there is existing quote records then throw error message.

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Surmeet Singh 3,075 on at

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Hi Tarun,

You can register plugin on PreOnCreate of Quote to restrict to single quote per opportunity. There is a opportunity lookup on Quote, query to find the quotes having the same value for opportunity ID. If Count >0 then throw exception.

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Community Member on at

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Hi,

I created PreOperation Plugin on Quote entity.

now when I click on (+) sign of quote subgrid of opportunity form ,no quote form opening,and no business error shown.

there is error on bottom of form

'ISV code aborted the operation'

there is no error log file generated that's why I cant debug the plugin using profiler.

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Royal King 27,686 on at

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Rather than restricting creation of quote you could close all the quote when you user closes the opportunity using real time workflow

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Surmeet Singh 3,075 on at

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that sounds strange... try moving it post update although it should work on pre-create but lets check .

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MilindP 1,019 on at

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You can customize the "New" buttons on Form, Grid and Home page and write custom JavaScript function to check the count of quote associated with parent opportunity, if its greater than 1, give an message to user other wise run the native function to create a quote

e.g.

i.e. from Home New button: run a function Mscrm.RibbonActions.openNewRecord("quote", SelectedControl)

from Form New: Mscrm.RibbonActions.openNewRecord("quote")

Associated view AddNew or "+" button

Mscrm.GridRibbonActions.addNewFromSubGridStandard(SelectedEntityTypeCode, PrimaryEntityTypeCode, FirstPrimaryItemId, PrimaryContrl, SelectedControl)

Note: When you are attaching your custom JavaScript function, pass the required parameter (i.e. SelectedEntityTypeCode, PrimaryEntityTypeCode, FirstPrimaryItemId, PrimaryContrl, SelectedControl) to the function which can be passed to native function after your validation.

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