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Reopening a sales order / quote in Dynamics RRS feed

  • Question

  • Hi guys

    I am seeing a problem (I think) with the reopening of a quote and / or sales order in CRM 2013, it is simple really, can you open an active quote or one that has been won or a sales order that is fulfilled, this may be for no other reason than a keying error or in the case of a quote, if it has passed its valid date and a customer subsequently orders, we may want to re edit a closed quote?

    It seems an obvious thing and I cannot find it!

    I hope you can help!

    Kerry 

    Friday, February 28, 2014 2:24 PM

Answers

  • Hi,

       For re editing the closed quote, we need to change the status, So you can have create a on demand workflow like shown below, you can run the workflow on the current closed quote, which will change to draft or any status for editing.

    Thanks

    T.Vinoth

    • Proposed as answer by Vinoth Thiru Monday, March 3, 2014 4:26 PM
    • Marked as answer by kerryburn1 Saturday, March 22, 2014 6:20 PM
    Friday, February 28, 2014 4:49 PM