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Make fields in Quote form Editable RRS feed

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    Hi,

    I want to make the Detail Amount field in Quote form user entered or Make it Editable.Is there a way by which this can be achieved. The Orders and Invoice are tightly linked so i dont want to customize it too much.

    Any help will be useful,

    Thanks,

    Thursday, June 21, 2012 5:42 AM

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    Hi Prasad,

    If the force submit & save is not working for you, the below are the solutions I suggest:

    1) Hide the system defined fields in the form, create the custom fields needed and handle the calcuations with the javascript on save.

    2) Create a default product-> Create a custom field to enter the detailed amount (give your optional display name)-> Write a script to create a quote product automatically with the default product and amount entered in detailed amount (custom) field. So, the detailed amount (system) will be taken from the quote product created by the script and the remaining CRM calculations will happen accordingly. If the amount in the detailed amount (custom) is changed, update the same quote product with the modified amount on save.

    To follow the CRM standards, I prefer 2nd method will be feasible in all scenarioes without any issues.

    Thanks,

    Srinivas.K

    Tuesday, June 26, 2012 7:51 AM

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    Hi,

    Its a system field and you can't change its behavior.

    You can create new custom field and on change of that field call a JScript function and set value to Detail Amount.

    Thursday, June 21, 2012 5:52 AM
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    Hi,

    You can do this, but it is unsupported:

    In Onload of quote form :write a function in javascript

    controlid : totallineitemamount
     change these 3  properties of the control

    disabled="enabled"

    contentEditable=true

    style=ime-mode: auto;

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful. -------------------------------------------------------------------------------- Jhansi

    Thursday, June 21, 2012 12:40 PM
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    Hi Prasad,

    This field is the system defined field with total of all the quote product prices including the discount of all the line items. This field cannot be made editable.

    We can add a custom field and dump the value in it by doing the calculations with a javascript. However, this is not preferable as we could see the correct amount only after saving the quote again by opening the quote form.

    The preferred solution is to use the existing fields according to your requirement as this will be convinient with the alreay existing fields. Use the discount field to deduct amount from the detailed amount or use the frieght amount field for adding the amount.

    If you explain your requriement clearly, I can help you out for a better solution.

    Thanks,

    Srinivas.K

    Thursday, June 21, 2012 1:05 PM
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     Hi Sriniwas,

    Thanks for your reply. This requirement comes as we are not using the OOB Product Entity. The value seems to come calculated from there. So i wanted the  Detail Amount and other fields to be set manually in the quote form. As this field is required them in Order And Invoice also. Tried with the Js but after saving its rlls back to Zero. Any suggestion would be helpful.

    Thanks,

    Friday, June 22, 2012 2:11 PM
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    Hi Prasad,

    This field is not editable so you need to force submit while saving. On save of your record call this code.

    Xrm.Page.getAttribute("fieldName").setSubmitMode("always");

    Friday, June 22, 2012 6:34 PM
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    Hi,

    I tried the following also but dat too didnt work. The value gets set to 0 after saving.

    Thanks,

    Monday, June 25, 2012 5:08 AM
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    Hi Prasad,

    If the force submit & save is not working for you, the below are the solutions I suggest:

    1) Hide the system defined fields in the form, create the custom fields needed and handle the calcuations with the javascript on save.

    2) Create a default product-> Create a custom field to enter the detailed amount (give your optional display name)-> Write a script to create a quote product automatically with the default product and amount entered in detailed amount (custom) field. So, the detailed amount (system) will be taken from the quote product created by the script and the remaining CRM calculations will happen accordingly. If the amount in the detailed amount (custom) is changed, update the same quote product with the modified amount on save.

    To follow the CRM standards, I prefer 2nd method will be feasible in all scenarioes without any issues.

    Thanks,

    Srinivas.K

    Tuesday, June 26, 2012 7:51 AM