Opportunity and quote cascading ownership

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Posted on by zmk

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Hello,

When i change the owner of the opportunity ,all related quotes are also changing their owner to that of the opportunity.

How can i stop this behavior. The relation bt the opportunity and the quote is "system" and im not able to change it.

Any help ?

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ScottDurow 21 on at

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Hi,

You are right - unfortunately this relationship cannot be customised due to the out of the box linkage between opportunity quote.

Hope this answers your question

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SrinivasCh 572 on at

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Hi zmk,

It is default relationship which can't be customized

Please refer for list of default relationships of CRM technet.microsoft.com/.../dn531076.aspx

Except someone has a hack(which i also want to hear:) ), we can't customize this relationship.

Usually a opportunity owner should have owner ship on all quotes corresponding to that opportunity. Is your business scenario is different?

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lloydz1 265 on at

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The only way to stop this would be to create a new lookup to System User & Team on the quote. When the owner of the quote is created you would set the relevant field. Then I guess you could use a plugin or a Custom Workflow activity to go and change all child quotes when the Opportunity is re-assigned.

The only problem would be if you automatically populate these fields on assign of a quote record, as these fields when then update with the owner of the opportunity, if you can get your users to fill them out manually that should work.

You will need to do some testing no doubt as the order in which the underlying processes fire in will be key.

Good Luck

Lloyd

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zmk 792 on at

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Thanks all for your answers.srini my business says that opportunity is owned by the heads or teams and the quotes are owned by the salesperson as individuals.In crm 2011 this cascading ownership relationship was set to cascade none,i donot know why they change this behavior but I guess i have to try lloyd suggestion.

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lloydz1 265 on at

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@zmk, if you manage to come up with a working please post it back.

Thanks,

Lloyd

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SrinivasCh 572 on at

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Thanks for explaining business view.

Here is what i am thinking to address this problem :

cascadeassign of Opportunity internally calls UpdateRequest on Quote.

In preUpdate of Quote

1. we can validate parentcontext which should not be null to be sure that it is fired from other parent operation

2. Also, do validation on depth which should be in 2 in this case

3. get pre-image details of Quote record and modify owner with old owner.

I am sharing my idea and it is not a comprehensive solution.

post the solution once you achieve it :)

Regards

Srini Ch

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Community Member on at

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Hi folks,

I have a similar question - but the other way around.

Do you know a way to automatically set the quote owner to the owner of the opportunity (when it's being created)?

When our sales assistances people create a quote from an opportunity, they always are the owner of the quote and have to change it back to the name which is the owner of the opportunity.

I guess this might be done with a workflow but I don't know how to set it up. :-O

Thank you so much for your help!

regards

Sabine

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