Re-open a Won Quote/Fulfilled Order and adjust Product Lines

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Posted on by Theohox13

Unfortunately our company deals with a lot of back and forth on "deals" even after they have been "closed". This results in credit memos being issued down the road which can impact sales, metrics, inventory sold etc.... My Question is...How can you re-open a "Won" quote or a "fulfilled" order and adjust its product lines or is there another way to handle this beyond deleting and starting over.

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Wayne Walton 13,728 on at

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RE: Re-open a Won Quote/Fulfilled Order and adjust Product Lines

Likely the best thing to do is to "soft win" those items by adding a "Won" status reason against the Open status. That way you can consider it a "win" but still edit it freely. then, when everything is set in stone, you hard win it and lock the record.

Note, you will also have to update your reports and charts so your soft win is reflected as a "win", and not just another status, if you need it to count as a win.

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Community Member on at

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RE: Re-open a Won Quote/Fulfilled Order and adjust Product Lines

You can create as many orders as you like off of 'Won' quotes - you can then amend the new order as you wish.

This means you do not have to create a new quote each time.

However, you cannot undo a fulfilled order (apart from cancelling it) - you cannot edit and amend unfortunately.

This does make sense as it create tracing on the quote and orders against the customer records

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RE: Re-open a Won Quote/Fulfilled Order and adjust Product Lines

You need to make a workflow so you can change the status to Pending

Setting-->Customization-->Processes

Create a New Workflow and select Order or for Quotes:

I would uncheck the Run this Workflow in the Background.

To change the status for Quotes you would use In Progress.

Hope this helps.

Check As an on-demand Process

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Aileen Gusni 44,524 on at

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RE: Re-open a Won Quote/Fulfilled Order and adjust Product Lines

Theohox,

You can achieve this by workflow.

See this link:

community.dynamics.com/.../150563.aspx

someone asked before and explained in the blog link inside there, you can take a look the verified answer there.

https://chitrarasan.wordpress.com/2015/01/27/unlock-fulfilled-order-by-mistake-for-edit/

Anyway, Damon has provided the screenshot as well for Order thing.

For Quote, I think you can just use the same concept, but use the Quote entity.

Anyway just a reminder, once you apply this it might cause inconsistency in the Opportunity and Quote

For example if your Quote has been linked to Opportunity.

The CRM concept, you can close Opportunity as Won If you already close all Quote, let's say you already have closed all Quotes then mark Opp as won. Now the Opp still remains Won, but your Quote, you Open it back now. So your Won Opp now has one Open/Draft Quote. And same as well for Quote and Order as well..

Hope this helps.

Thank you.

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