Hello,
I have posted before when our company was using CRM 4.0 - we have since upgraded to CRM 2011. Throughout this, there's one problem we've been having with Fulfilled Orders containing Write-In Products.
Our CRM is integrated with another system to handle inventory, shipping and invoicing. As such, orders cannot have Write-In Products when fulfilled or they will error in the other program and not go through. We do, however, use Write-In Products on our Quotes.
So there are two things I'm looking for in the end:
1) Quotes - Activate (in order to Convert to Order) - disallow activation when there are write-in products on the quote, keep as draft, and a pop-up alert to advise user
2) Order - Fulfill Order - disallow fulfillment when there are write-in products on the order, keep as active and a pop-up alert to advise user
Is there any way that this can be done without being too intrusive? I've done a bit of javascript adjustments here and there, but I'm not very comfortable with going too extensive.