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Cannot Delete Sales Quote RRS feed

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    Hello,

    When I attempt tp delete a quote that is anything but a draft I get an error stating that it cannot be deleted as it is read-only.  If this is correct, Is there a way to make it not Read-only to enable me to delete this?  Please let me know.

    Thank you!
    Monday, June 22, 2009 7:04 PM

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    Hi blake,

    you can make a manuell Workflow and change the status of the selected quotes to draft and then you can delete the quotes.
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Proposed as answer by Hassan Hussain Tuesday, June 23, 2009 3:55 PM
    • Marked as answer by blakel Tuesday, June 23, 2009 6:36 PM
    Tuesday, June 23, 2009 3:24 PM
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    Thanks for the information Michael. I didnt know you could do that using workflow. I've just tested this and it works fine. A lot easier to do than setting the statuscode in the db.

    Blake,

    • Create a workflow against the Quote that runs "On Demand".
    • Click Add Step and select "Change Status"
    • Set the status of the quote to "In Progress".
    • Publish your workflow.

    Navigate back to your quotes grid and Select the Quotes you want to set to draft.
    Run the workflow you've just created. All quotes will be reset to default status.

    Hassan.
    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by blakel Tuesday, June 23, 2009 6:36 PM
    Tuesday, June 23, 2009 3:54 PM

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    Hi, 

    This is by design. You cannot delete a quotation once it has been activated. If you for some reason you want to delete the quotation you can cancel the quote. 

    You do this by closing the quote and then selecting the status reason as "Canceled" or "Lost".

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Monday, June 22, 2009 8:54 PM
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    Hi,

    Even when the quote is closed I cannot delete it as it still tells me that it is read only.  How do I remove the read only restriction?

    Thank you!
    Tuesday, June 23, 2009 2:52 PM
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    The system will not let you delete a quotation once you have activated it. To remove it from the list you can close it as either canceled or lost BUT that still will not let you delete it. 


    There is an un supported way by updating the quote status in the database but i would recommend against it.

    Why do you want to delete active quotations? 

    Hassan.




    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, June 23, 2009 3:09 PM
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    Hello Hassan,

    They were put in as tests, and now they are wanting to delete them. 

    Thank you

    Blake
    Tuesday, June 23, 2009 3:12 PM
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    Hi blake,

    you can make a manuell Workflow and change the status of the selected quotes to draft and then you can delete the quotes.
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Proposed as answer by Hassan Hussain Tuesday, June 23, 2009 3:55 PM
    • Marked as answer by blakel Tuesday, June 23, 2009 6:36 PM
    Tuesday, June 23, 2009 3:24 PM
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    Hello Michael,

    Can you give me an example as to how this would look?

    Thank you!

    Blake
    • Marked as answer by blakel Tuesday, June 23, 2009 6:36 PM
    • Unmarked as answer by blakel Tuesday, June 23, 2009 6:36 PM
    Tuesday, June 23, 2009 3:48 PM
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    Thanks for the information Michael. I didnt know you could do that using workflow. I've just tested this and it works fine. A lot easier to do than setting the statuscode in the db.

    Blake,

    • Create a workflow against the Quote that runs "On Demand".
    • Click Add Step and select "Change Status"
    • Set the status of the quote to "In Progress".
    • Publish your workflow.

    Navigate back to your quotes grid and Select the Quotes you want to set to draft.
    Run the workflow you've just created. All quotes will be reset to default status.

    Hassan.
    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by blakel Tuesday, June 23, 2009 6:36 PM
    Tuesday, June 23, 2009 3:54 PM
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    Guys this is exactly what I needed.  Will the same idea work for test orders?  The reason these cant be deleted is that they are assosciated with another record.  Could I create a workflow that disassociates it?

    Blake
    Tuesday, June 23, 2009 6:37 PM