How to reset the sequence number in a product line when I delete a product line in a quote?

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Posted on by Nahumjn

Hello everyone I have the following situation: Example: I have a quote with 5 product lines, in each line the line sequence number appears 1,2,3,4 and 5, which is fine. The problem is when I want to make a modification in the quote, for example, delete the third product line, when saving changes, I have the sequence numbers: 1,2,4, and 5. Is there a way to restart this count when one or more product lines are eliminated? in this case to appear 1,2,3,4. I hope I have made myself understood Thanks

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Nahumjn 5 on at

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RE: How to reset the sequence number in a product line when I delete a product line in a quote?

Thank you very much Leah Ju/Wahaj Rashid

It works,

Appreciate your help
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Wahaj Rashid 11,321 on at

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RE: How to reset the sequence number in a product line when I delete a product line in a quote?

Hi,

The expression should go like this:

_quoteid_value eq '<Choose column named Quote here from the Dynamics content>' (not sure if the Display name of the column is translated here).

Basically, you need retrieve the quote lines based on the ID of the parent Quote, which is stored in the Quote column.

As Leah mentioned, using flow is easier then plugin/custom code activity, but please note, it will not work in real-time.

This means, when you delete a quote line, it may take a while to fix the sequences.

If that's okay in your scenario, go for a flow, otherwise you need to do it using code.
Nahumjn 5 on at

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RE: How to reset the sequence number in a product line when I delete a product line in a quote?

thank you so much, i'm trying to replied your instructions, but in step 4 (list records) i'm not sure what is te expression or formula for this area:

could you guide me on this?
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Community Member on at

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RE: How to reset the sequence number in a product line when I delete a product line in a quote?

Hi Nahumjn,

You can create a flow to reset the sequence number in a product line, which is a no-code way, so it is easier to operate and implement what you want.

Overview of the flow.

Here are steps.

1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an Instant flow.

2.Set trigger.

Note: I was going to use the ‘when a record is deleted’ trigger at first, but it couldn't detect the deleted record information (quoteguid) in step4, so I had to use the manual trigger.

3.Initialize variable.

4.List records.

5.Apply to each

5.1 Increment variable

5.2 Update a record.

6.Test.

Go to the quote(deleted quote line) form, expand flow to run the flow that just created.

I have deleted one quote line---test3.

Results:

I found that they reset sequence number based on created on field value.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Wahaj Rashid 11,321 on at

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RE: How to reset the sequence number in a product line when I delete a product line in a quote?

Hi,

Thank you for your query.

I assume this seq. no. is a custom field and being calculated when a quote product is created. Because it is real-time (i guess), it is achieved using a custom code activity (custom workflow step) or a plugin.

In either case, you need to either modify the existing code or implement a new plugin (preferred) as following:

Trigger the plugin on Delete of Quote Product

RetrieveMultiple Quote Products based on Parent Quote ID (except the one got deleted).

Reset seq. no. based on each Quote Product.