CRM 2016: Quote [Get Products] button not mapping all fields from Opportunity Products RRS feed

  • Question

  • Greetings,

    We are currently on CRM 2016 on-premise and experiencing a strange anomaly with the [Get Products] button on the quote entity.

    Here is the scenario:

    1. We create a new Opportunity
    2. Add Opportunity Products to the newly created Opportunity
    3. Create a new QUOTE from the Opportunity entity
    4. The quote gets created and all Opportunity Products transfer to the quote

    The Issue: The Unit Price and and the Text Description are not copying over.

    The same thing happens when we use the [Get Products] button on the quote:

    My question(s): Is this a bug that may be causing this or is there a mapping configuration we can edit to ensure the unit price and description are transferred to the quote product?

    If it is a mapping configuration, where can we location this setting to correct our issue?


    Tuesday, April 4, 2017 5:07 PM