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Dynamic CRM 3.0 / sale order status from canceled to active RRS feed

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    Hi everyone,

    I want to know if there is a way in Microsoft CRM to change the status of a "sale order" from canceled to active.

    I tried creating a workflow, with the admin user, and entering the CRM (log as the admin user), trying to apply the rule to a canceled order, and is showing a message that an error occur.

    I tried looking in the CRM for an option, because I thought it was a permission, an I still belive that I do not have to create a workflow for this, if a user, like the admin, has permission, should be able to un-canceled an order.

    So, anyway, does anyone has a solution or workaround (that do not involve going directly to the database).

    Regards,

    Carlos G.
    Carlos G.
    Friday, February 6, 2009 4:17 PM

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    Hi,
        Its not a matter of rights. You can not activate a canceled order. Doing it through the DB is un supported.

    A possible work around is to put a "Clone" Button that copies the order and the products associated with the order.
    You could do it via a custom webservice.

    Hassan.
    Friday, February 6, 2009 5:35 PM

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    Hi,
        Its not a matter of rights. You can not activate a canceled order. Doing it through the DB is un supported.

    A possible work around is to put a "Clone" Button that copies the order and the products associated with the order.
    You could do it via a custom webservice.

    Hassan.
    Friday, February 6, 2009 5:35 PM
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    I totally agreed with you, about the database, that is why is incredible that you have to do a workaround coding, for example, making a web service.

    Must applications have some kind of super-user, a supervisor (if you want to call it) and if something was cancel by mistake, could get it back.

    I guess this is a limitation, but you are probably correct with you answer, because I have the CRM Book and I have been searching the internet, an I could not find anything on this.

    Even i tried to create a workflow (a manual type) in CRM, so the user could apply that rule if canceled an other by mistake. But is giving me an error everytime I tried to apply the rule to a canceled order.

    If someone else have a different opinion, please posted.

    Regards,

    Carlos G.
    Friday, February 6, 2009 6:19 PM
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    Hi Carlos,

    You can change the status of an Order in CRM 4 so I recommend an upgrade if possible.
    Best Regards, Donna
    Wednesday, May 20, 2009 1:20 PM