locked
CRM 2011 Incrementing Quote Entity from Quote Product using workflow when a Quote is Created from the Opportunity Entity RRS feed

  • Question

  • Hi

    I have customized the opportunity Product Entity with custom fileds these fields are mapped to the Quote Product Entity.

    Within the Quote Product there is a workflow that increments a Total field on the Quote Entity.

    The workflow runs and increments the Quote Entity when a Quote Product is created.

    The Problem that i am facing is when a Quote is created from an Opportunity with more than one Opportunity Product, Only one of the products thats Mapped to the Quote Product runs its workflow and increments the total field on the Quote Entity.

    Workflow:

    • Entity: Quote Product
    • Scope: Organization
    • As an on-demand process
    • Start when: Record is created

    Wait until Quote Product:Extended Amount > [0,00], then

    Update: Quote

    Please advise.

    
    
    
    
    
    
    
    Monday, October 8, 2012 3:02 PM

Answers

  • Hi,

    Workflow isn't robust enough in this scenario to achieve what you need to do. You have to use a plugin to ensure the values are correctly 'rolled up' to the quote form.

    If you are not comfortable writing a plugin, this solution could be used to achieve the same without needing to write code.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by Lylecwk Thursday, February 14, 2013 7:43 AM
    Friday, October 12, 2012 9:02 PM
    Answerer