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revise Won Quote or order CRM 4.0 RRS feed

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    Dear All,

     

    if a customer accept a quote it became "won" and an order has been generated.

     

    Sometime it happen that we have a discount on that quote that we forgot to put in the quote befor order transformation.

     

    we can always deleted the order; but once the quote is marked as won it's impossible to delete/revise it.

     

    Do you have any suggestion??

     

    Best regards

     

    L.

    Tuesday, November 18, 2008 9:26 AM

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    Hi Luca, you can modify the order generated from the quote to include the discount.

     

    If you really need to re-open the original quote because, then you'll need to develop a custom ISV button on the quote menu to force CRM to re-open the quote.

     

    We've done the same thing for service activities because they sometimes get linked to the wrong case.

     

    Regards,

     

    Neil

     

    Tuesday, November 18, 2008 2:11 PM
    Moderator

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    Hi Luca, you can modify the order generated from the quote to include the discount.

     

    If you really need to re-open the original quote because, then you'll need to develop a custom ISV button on the quote menu to force CRM to re-open the quote.

     

    We've done the same thing for service activities because they sometimes get linked to the wrong case.

     

    Regards,

     

    Neil

     

    Tuesday, November 18, 2008 2:11 PM
    Moderator
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    Hi Neil,

     

    Thank you for your reply.

     

    Can you share the code that you have written for service activities?

     

    Thank you

     

    L.

     

     

     

    Thursday, November 20, 2008 8:32 AM