How to prevent a quote from being revised multiple times

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Posted on by Mike M 904

Hello,

We currently use the out of the box quote revision process.

An issue we began seeing recently is users clicking the revise quote button multiple times in a row, resulting in "duplicate" quotes being created. For our process, in theory, there should only be 1 editable quote ID in the system at a time. The reason being is once a quote is activated, it hits our ERP system. Our ERP system has checks in place to prevent the duplicate data from being saved (overlapping timeframes, etc), but i'd like to prevent this on the front end in D365.

I tested using a duplicate detection rule and it didn't work because upon quote revision, the newly created quote is auto saved by the out of the box process. I also tried to disable the autosave via an OnSave script but that didn't work either.

I'm curious if anyone else has run into this issue, or if anyone has any other suggestions.

Thanks!

Mike

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LuHao 40,892 on at

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RE: How to prevent a quote from being revised multiple times

Hi Mike,

To prevent users from revising Quote multiple times, we can prevent Quote from being revised through real-time workflow.

The number of revisions of Quote is reflected by the Revision ID field, so we need to use it as a condition.

For example, I want to set that each Quote cannot be revised more than once. Then when the value of the Revision ID field is greater than 1, the user revises the Quote again, triggering a real-time workflow to prevent revision.

Go to Settings > Processes, new a workflow. Entity is Quote. Uncheck Run this workflow in the background.

Set the workflow as follow.

Step 1. Check condition

Step 2. Stop workflow

Activate the workflow.

If a Quote has been revised once and it is active, when the user click Revise button, he will see an error, and the Quote will not be revised.

Points to note:

Scope needs to be selected according to your business situation, here I recommend "Parent: Child Business Units", and change the owner of workflow to the manager.

The advantage of this is that when users of manager's business unit and child business unit revise Quote more than once, the workflow will be triggered, but it does not for users of the parent business unit. In this case, if the Quote needs to be revised a second time, the users of the parent business unit can perform the revision normally.

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Mike M 904 10 on at

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RE: How to prevent a quote from being revised multiple times

Thanks Hao. I'll need to make some adjustments to some of the conditions to further tailor it to our specific needs, but this will work!

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