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How to customize the Quote Number ? RRS feed

  • Question

  •  

    Hi,

     

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

     

    QUO-2008-0001

     

    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

Answers

  • 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.

    http://www.microsoft.com/downloads/details.aspx?familyid=9C178B68-3A06-4898-BC83-BD14B74308C5&displaylang=en

    Regards,

    Karlo
    Tuesday, December 30, 2008 10:02 AM