How to customize the Quote Number ? RRS feed

  • Question




    i am new to MS CRM4, i have a question is how to customize the Quote Number as folling format:




    with the middle value is the year and the sufix is the serial number .


    Hope Someone can help, many many thanks!


    Siu Ming

    Tuesday, December 30, 2008 8:29 AM


  • Hi Siu,

    You can create a custom field to represent such a number. I don't believe you can modify the  quoteid field itself as it is non-editable after creation and generated only after the pre-callout event in MS CRM (Pre-callout allowing you to modify the XML that is used to create an entity). You will need to implement a callout event (pre-callout) to populate the custom field.

    Alternately you could also try generate this value on the sly through JS when saving the entity, however a callout is the best solution as it eliminates the chance that you might have 'dirty' data.

    For examples on callouts, please see the MSCRM 3.0 SDK.



    Tuesday, December 30, 2008 10:02 AM