How to not have Opportunity Products default onto new Quote

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Posted on by KJP838

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Hello,

When creating a new Quote from an Opportunity, all of the Opportunity Products are coming onto the Quote automatically as Quote Products instead of having to use the "Get Products" button. Is there a way to disable this from happening?

Thanks

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Community Member Microsoft Employee on at

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RE: How to not have Opportunity Products default onto new Quote

Hi KJP838,

there is a simple trick to achieve your goal.

1) Create an asynchronous plugin over post create message of quote.

2) Within the plugin, delete all quote products related to new record

3) Since plugin will fire some time after quote creation, every object inherited from opportunity will be deleted

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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Rawish Kumar 13,756 on at

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RE: How to not have Opportunity Products default onto new Quote

I doubt you can stop the OOB behavior because of the nature of Sales pipeline (Opportunity products cloned to Quote details on Quote creation)

however, if you really need this to stop happening for all opportunities - you can create a plugin to delete the products from quote created as soon as quote is created(it is going to be Asynchronous Post Create on Quote - dont do it synchronously - it will fail badly)

Mark my suggestion as verified if helpful.