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Quote modified after the proposal is "Won" RRS feed

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    Well, its a typical situation for us.

    Some clients ask for a quote, want to buy to us the products.... but not in the exact quantity they accepted in the proposal.

    Exemple: 60 SQL CALs and 1 SQL server sold, 15 CALs and 1 SQL buyed.

    My problem is that they only change this AFTER the order is created.

    Thus, I have false information in my CRM: A won quote with bad number, and I can't even generate an order from this quote as the quantity can't be changed...
    Only solution so far: Add a new quote, and generate an order from this, but all reporting made therafter will just contain silly number :(

    How can I revoke/modify/delete/other a "won" quote (Only actions avaible are Share, Copy, Assign and Create Order)?

    Thanks

    PS: I made a search, but no result are similar in the first 10 pages...
    Computer System
    Wednesday, April 15, 2009 8:41 AM

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    You can create a new draft status for the quote, for example "Won" and when the quote is signed (i.e. when the order is created) you can use a workflow to immediately revert the status of the Quote from Signed to Won. Since Won is a Draft state, your quote will be editable. Or at least this is what I presume without having fully tested this.
    • Marked as answer by Timil Thursday, April 16, 2009 7:27 AM
    Thursday, April 16, 2009 2:10 AM

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    hi maybe you can try something like this done for reopening activities. edit the process and apply it for orders,maybe http://marcoamoedo.com/blog/how-to-get-a-re-open-activity-button-on-dynamics-crm-4-0/
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Wednesday, April 15, 2009 9:35 AM
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    Thank you.

    After some researchs, changing the Quote Statuscode attribute to Won also modify the FormType attribute to ReadOnly.
    I don't wan't this process to be automatic, and for now it doesn't matter if it's totally removed from my CRM.

    I don't find any case where it's important to lock this form in our sale process, clients founds are variable currently, thus a lot of "signed" quotes are modified, and even Orders can be revised at any time...

    How can I block the Formtype attribute modification?
    Computer System
    Wednesday, April 15, 2009 12:38 PM
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    You can create a new draft status for the quote, for example "Won" and when the quote is signed (i.e. when the order is created) you can use a workflow to immediately revert the status of the Quote from Signed to Won. Since Won is a Draft state, your quote will be editable. Or at least this is what I presume without having fully tested this.
    • Marked as answer by Timil Thursday, April 16, 2009 7:27 AM
    Thursday, April 16, 2009 2:10 AM
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    Thank you.

    In fact, it's even easier than that, as you can still modify order and invoice as much as needed.
    Thus, our sales cycle is already managed by CRM 4.0... but only if you use product lists and not write up products.

    It add work for updating the price lists (more than 20k items updated each month), but it's more sensible than bypassing the product build in "security" (and it won't fuss with the embedded Reporting).

    But your idea is really simple to implement (form edition is not difficult) and worth trying ;)

    Computer System
    Thursday, April 16, 2009 7:26 AM