Closing Quotes - Read Only error

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Posted on by Andrew Langhammer

I've got a bit of a puzzler here.

I've extensively modified the Quote entity, but done nothing to change it's built in state progression. Users can Activate a Draft Quote, but when they try to close it, either by Create Order or Close Quote, it complains that it can't do it became the thing is read only. I can force it to change state with a Workflow process, but the built-in functions should work! Here's the full response.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The entity cannot be updated because it is read-only.Detail:

<Message>The entity cannot be updated because it is read-only.</Message>

</OrganizationServiceFault>

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Community Member on at

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Hello,

Do we have any scripts or plug ins running on the quote form ?

Also check if the below article helps you :

support.microsoft.com/.../2006788

Thanks

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ScottDurow 21 on at

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Hi,

Once a quote becomes 'Active' you cannot modify it any way (other than via the out of the box operations) - if you are not using the standard Quote in a non-standard way I would suggest keeping it in the 'Draft' state at all times.

Hope this helps,

Scott

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tiagolvsantos 740 on at

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If you really need to update the field you can "unlock" the filed by using the following JavaScript code:

Xrm.Page.getControl("YOUR_FIELD").setDisabled(false);

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ScottDurow 21 on at

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@Tiago - This would only work if the fields were disabled in the user interface - but the problem is that the Quote entity is read only on the server side- so the error is thrown by the server rather than in Javascript on the client.

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Effay Queue 5 on at

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Did you find a solution to this? Using the SDK code to activate and close a quote, I get "The entity cannot be updated because it is read-only" but if I try to close first, I get "The entity cannot be closed because it is not in the correct state."

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Andrew Langhammer 10 on at

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Ultimately, the fault seemed to resolve itself.

However, I created a set of on demand Workflow processes to manage the misbehaving quotes. One to set the Status Reason of the Quote to Draft (In Progress), a second to set it to Active (With Customer), and a final one to set it to Won (Won). I also had one for Lost (Revised).

The Quote must go through the necessary progression, so what I generally do is reset it to Draft via the workflow, then walk it through the required states via the other workflows. It's not an elegant solution, but it works.

Pro tip. The workflows section at the bottom of the Related list on the left hand side of an entity record allows you to keep track of the workflows against that record. Keep selecting one of the views or column headings to update the list, and when you see a particular workflow has succeeded, go to the main entity form and refresh the webpage.

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Community Member on at

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Hello,

I solved the problem giving the "create" permission on "Process Session" in security roles.

I hope it helps.

Maria

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Community Member on at

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I am getting the exact same problem with CRM 2016.

I'm writing up our internal procedures and walking the sales guys through revision IDs etc,

and now this does not work.

I get exactly the same error message as reported above.

Writing work flows to reactivate Quotes and increment revision numbers seems a complete waste of effort.

Is this the only way to work around this bug?

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TOSBILLY on at

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I am the same problem with my CRM 2016

have you received a solution?

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TOSBILLY on at

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resolve when change the view, information view to quote view...

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