web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Error when creating quote from opportunity using write-in products

(0) ShareShare
ReportReport
Posted on by 4

Hi,

we're receiving an error message trying to create a quote from an opportunity when the opp has write-in products attached to it.

pastedimage1583332093420v1.png

Seems to me like it means the unit of measure for the opportunity product line, as that is not used for write-in products. I've checked in quote lines whether the uom field is accidently set as required there, but it is optional.

I also tried deactivating all active custom form scripts (just to be sure), business rules and processes, to no avail. Anyone got any idea?

I have the same question (0)
  • Rashmitha R S Profile Picture
    on at
    Hello Thomas,
    These kind of error messages could be caused due to a plugin or a Business Process Flow. Try to deactivate plugins on creation of Quotes and on Opportunity and Products to check for the working.
    Also is it occurring on adding an existing product?
    Best Regards,
    Leo
     
    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums
  • Thomas Schick Profile Picture
    4 on at

    Hello Rashmitha,

    We do not have any custom plugins. I deactivated all scripts, business rules and processes.

    The problem only occurs when there is at least one write-in product, if you only use existing products, then it works fine.

    Regards,

    Thomas

  • Suggested answer
    Fannie30 Profile Picture
    2,990 Moderator on at

    I have seen this once before in one of my environments.  You can try deleting the PSA anchor solution and then reinstall PSA.  It won't delete / remove PSA or your data/configurations but will allow PSA to reinstall and resolve some of these errors.  I would of course, do this in a non-prod environment first.  

    Let me know how it goes.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans