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Quote to Order problems RRS feed

  • Question

  • Hi,

    Our company is trying to adapt the quote and order functions in CRM 4 so they fit to our system.

    But in our system we need to be able to change currency between quote and order, because we never know which currency the order will be when we make the quote.
    So when we do a quote in USD it is a high possibility that when it will become an order the customer will not use USD and perhaps use EUR instead. But if we create an order from this quote we are not able to change the currency to EUR because the currency attribute is locked?

    We are often quoting in several currencies but the customer choose the currency which fit him the best.

    We cannot be the only company in the world that needs to change the currency in a quote or order?

    Then the products we add to the quote also lock down when we create an order, sometimes we need to adjust the price on some products in an order. But the money attributes in products in order are locked.

    Is there anything we can do to stop CRM to lock down the currency, or stop CRM to lock fields when we create an order from an exciting quote?

    I really appreciate any answers, because I have been facing this problem for so long now.

    Thanks in advance

    Best regards

    Hans

    Monday, June 7, 2010 12:00 PM

Answers

  • There is no way to make it from crm, but there are many ways to handle this problem.

    1)Trigger

    You can create a second relationship between currency on quote and open a custom ex rate field on quote,

    in your sql trgger you can control salesorder which comes from a quote and you can chance currency and exchange rate, and you must calculate all money field.

     

    2)Custom workflow or plugin

    3)BY pass the system relationship in crm open a new ralationship between quote and salesorder, write your own code for converting quote to order. And hide the system quote to order button.

    Thursday, July 15, 2010 1:21 PM