Closing Project Quote as Won not working.

(0) Share

Report

Posted on by Nilestone

Closing a project quote as won ("Close as Won") not working. No change in quote status, no Project Contract Draft created, no error. No clue.

I click "Close as Won", I get a confirmation window ("Are you sure...") and I click "OK". It just says "Processing" for a few seconds, then goes back to the quote screen with nothing changed. I expect to see a Project Contract creation dialog box.

I'm using Dual Write to F&O. I can create a project in Project Operations and see that project in F&O. I can create a quote and project contract manually in Project Operations, but do NOT see those created in F&O.

Please assist. Thanks in advance.

All responses (2)

Answers (1)

Sort by

Verified answer

huijij 19,813 on at

Like (1)

Report
Copy link

Link copied!

Hi sir,

It looks like a bug,if the issue persists,suggest you raise a ticket with Microsoft.
ProjectOpsWannaBe 12 on at

Like (0)

Report
Copy link

Link copied!

I see the same behavior. Created Lead -> Opportunity (work based) -> quote. Imported quote lines from project for estimates. Everything looks good. Try to close quote as won. NOTHING happens. It says processing for about 20 seconds and then comes back. No change in status, no draft project contract. We are on a trial version so cannot open a ticket. Any help would be appreciated. @Dual Writer did you get any feedback from MSFT?