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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Delete a won quote
Microsoft Dynamics CRM (Archived)

Delete a won quote

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Posted on by John Bock 1,375

I'm not that familiar with the Sales side of CRM so forgive me if I don't explain this well.  I believe what happened is a sales administrator added an account and quote was entered and indicated as won for a sales person not realizing the account already existed.  Now we need to delete that quote and that account but when we try to delete the quote a message "The record cannot be deleted because it is read-only.  I'm doing this as a user with system admin role.

Thanks
John

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    The quote with the status of Active or Closed can not be deleted. Only the quotes with the draft status can be deleted.

    But in your case, you could deleted the account record. Thus the quotes attached to this account will be deleted as well.

  • John Bock Profile Picture
    John Bock 1,375 on at

     When I try to delete the account I receive the message "The record cannot be deleted because it is associated with another record"

    John

  • Community Member Profile Picture
    Community Member on at

    It seems that you have attached some other kind of records on this account.

    Check the relationships 1-N of account with other entities. If in the Relationship Behavior section, the action Delete is configured as Restrict, you need to delete the N side records first and then delete this account.

    As you said it's a duplicated account, you can also try merge the 2 accounts to be one unique.

  • John Bock Profile Picture
    John Bock 1,375 on at

     I don't see any relationships to this account.  The only thing I can see is the quote and the invoice.  Neither of which I can delete.

  • Matthias Heep Profile Picture
    Matthias Heep 35 on at

    I think that the solution from Chao doesn't work!

    A account with a attached quote can not be deleted - I do not know any solution for this problem.

  • John Bock Profile Picture
    John Bock 1,375 on at

     So there is no way of removing backing out an invoice and quote that was processed in error?  Leaving sales numbers incorrect?

     John

  • Community Member Profile Picture
    Community Member on at

    As John said, they have both quotes and invoices attached to this account. I have checked the relationship behavior of the relationship between account and quote, and in the Delete action it's Cascade All, which means if you delete the account, the attached quotes will be deleted as well.

    however, I also checked the relationship between account and invoice, while the relationship behavior on the action Delete is Restrict. That's the reason. It means you should delete the attached invoice before deleting this account.

    Now the question is: how to delete a inactive invoice.

    Functionally in my opinion it's not possible.

  • John Bock Profile Picture
    John Bock 1,375 on at

     I realize I'm very new to MS CRM but it seems unreasonable to not be able to delete or some how reverse an invoice and quote.

    John

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at

    You can around the limitation. You can create an on-demand workflow which changes the status of the quote back to draft. Highlight the record, apply the workflow and you'll be able to delete it. Similarly for invoices.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

  • Stefan Meier Profile Picture
    Stefan Meier 30 on at

    does not work. I get a error message in the workflow

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