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Editing Active Contract RRS feed

  • Question

  • Hi,

    Is there any workaround to edit fields on an active contract?

    Once a contract is activated, all the fields get locked out and user can't change any values. However, it is an urgent requirement for us to be able to modify few fields on the contract even if it's status is active.

    Any suggestions please???

    Thanks.
    Wednesday, February 3, 2010 10:35 PM

Answers

  • OK. So in worfklow change a status to Draft not OnHold.
    Anyway workflow can do it.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    well you can not even change status of contract from Active to Draft using CRM workflow as well... (try it your self..)

    you can do this for other entities like order, quote, invoice but for Contract is special case in this regards...it will not allow you make to draft...


    so that's why i guess only two ways..

    1. Cancel the existing contract and create copy of it  (use actions -> Copy contract) and then modify any changes to this new contract and activate it.. (this is supported way)

    2. you can do in database table ..contractbasetable and update the statecode and status code column to make it draft again..

         (this is unsupported way also test the SQL Update on Dev/Test Environment before running on actual Live Environment)

    update



    ContractBase
    set StateCode = 0
    ,
    StatusCode =
    1
    where
    ContractId = <<YOUR Contract ID>>
    • Proposed as answer by kgorczewski Thursday, February 4, 2010 4:18 PM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:43 PM
    Thursday, February 4, 2010 12:02 PM

All replies

  • Once the contract is active, i guess you cannot update it using MS CRM UI. you have to change the status back to "OnHold"  to modify it.
    But Can u try updating the same using the sdk?
    Haven't tried updated the contract with sdk, but it may work but not sure.
    Thursday, February 4, 2010 3:56 AM
  • Hi Amit,

    Once Contract is Active/Expired in CRM ..there is no supported way you can edit any fields on that specific contract...

    Once the contract is active you got only two way to change it..

    1. Cancel the existing contract and create copy of it  (use actions -> Copy contract) and then modify any changes to this new contract and activate it.. (this is supported way)

    2. you can do in database table ..contractbasetable and update the statecode and status code column to make it draft again..

         (this is unsupported way also test the SQL Update on Dev/Test Environment before running on actual Live Environment)

    update

     

    ContractBase
    set StateCode = 0,
    StatusCode = 1
    where
    ContractId = <<YOUR Contract ID>>

    Thursday, February 4, 2010 9:57 AM
  • Amit,

    You don't need to Cancel contract and do a direct integration to Dynamics CRM.
    Create a workflow which you will trigger manually (OnDemand) with one step: change Status to OnHold.
    Go to this record and start workflow.
    Done.

    Everythink will take 5 mins. and it's safe for system.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Thursday, February 4, 2010 10:27 AM
    Thursday, February 4, 2010 10:27 AM

  • You don't need to Cancel contract and do a direct integration to Dynamics CRM.
    Create a workflow which you will trigger manually (OnDemand) with one step: change Status to OnHold.
    Go to this record and start workflow.
    Done.

    Everythink will take 5 mins. and it's safe for system.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    changing contract status to "On Hold" will not allow user to  update any field on contract record...contract fields will remain in locked state...

    Contract field will only be editable if contract status is draft.........
    Thursday, February 4, 2010 10:56 AM
  • OK. So in worfklow change a status to Draft not OnHold.
    Anyway workflow can do it.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Thursday, February 4, 2010 10:59 AM
  • OK. So in worfklow change a status to Draft not OnHold.
    Anyway workflow can do it.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    well you can not even change status of contract from Active to Draft using CRM workflow as well... (try it your self..)

    you can do this for other entities like order, quote, invoice but for Contract is special case in this regards...it will not allow you make to draft...


    so that's why i guess only two ways..

    1. Cancel the existing contract and create copy of it  (use actions -> Copy contract) and then modify any changes to this new contract and activate it.. (this is supported way)

    2. you can do in database table ..contractbasetable and update the statecode and status code column to make it draft again..

         (this is unsupported way also test the SQL Update on Dev/Test Environment before running on actual Live Environment)

    update



    ContractBase
    set StateCode = 0
    ,
    StatusCode =
    1
    where
    ContractId = <<YOUR Contract ID>>
    • Proposed as answer by kgorczewski Thursday, February 4, 2010 4:18 PM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:43 PM
    Thursday, February 4, 2010 12:02 PM
  • Hi MayankP,
    You had right, worklow showing error but it can me caused that there are some related records associated to this contract. Later I will try to investigate it.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Thursday, February 4, 2010 4:18 PM
  • can i change contract entity properties using CRM 2011 SDK to let do some textbox changes of active contract? 

     

    Wednesday, November 30, 2011 2:17 PM