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CRM 2015 Quote form. Need to set default Ship To to 'Will Call' RRS feed

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    Hi folks

    I don't seem to be able to stop the Quote form from defaulting Ship To to 'Address' and so exposing the Ship To Address field.

    I changed the default for the field to Will Call - no difference

    I created a Business Rule that says if the Status Reason equals any of the options available, In Progress, etc - no difference

    I added jscript On-load to set the value of the field to 1 - no difference

    Any thoughts?

    Thanks

    David

    David

    Thursday, June 25, 2015 9:10 AM

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    Hi David,

    Further to this I have checked with a CRM 2015 online deployment and can confirm the above simple customization change worked like a charm. It might be something to do with the customization's you have or some other code in the background. Even worth restarting the CRM app server and check.

    • Marked as answer by David001 Tuesday, June 30, 2015 8:10 AM
    Tuesday, June 30, 2015 1:18 AM

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    Hi David,

    You should be able to do this from the customizations area. I set "Will call" option and didn't have any issues. Make sure you publish the changes.

    Friday, June 26, 2015 1:51 AM
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    Hi Eranger

    When you say you set "Will Call" exactly what did you do?

    I tried various methods (as above) without success.

    Thanks

    David

    Friday, June 26, 2015 8:53 AM
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    Hi David,

    Go to Start> Settings >Customization > Customize the system.

    Expand Entities

    Expand Quote

    Go to "Fields"

    Double click "Will Call" ( Name is will call. Display name is Ship to)

    Change the default value to "Will Call"

    Save and close the form.

    Make sure you publish the changes.

    • Proposed as answer by Eranger Monday, June 29, 2015 4:07 AM
    Sunday, June 28, 2015 11:22 PM
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    Hi Eranger

    Thank you for this but unfortunately that was the first thing I did without success.

    I have made other modifications to quote form in my solution so I have just now tested this on the default form in a new organisation again without success.

    Very odd!

    I’m working on premise.  Are you by any chance working on-line?

    Thanks again for your assistance

    David

    Monday, June 29, 2015 8:27 AM
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    hmm... I am working on a CRM 2015 on premise Vanilla Install. I can check with couple of other deployments and give feedback. It looks like a problem with your end for the time being. Make sure the changes are publishing successfully without errors. Check event viewer on the CRM App server for any possible errors.
    Tuesday, June 30, 2015 12:56 AM
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    Hi David,

    Further to this I have checked with a CRM 2015 online deployment and can confirm the above simple customization change worked like a charm. It might be something to do with the customization's you have or some other code in the background. Even worth restarting the CRM app server and check.

    • Marked as answer by David001 Tuesday, June 30, 2015 8:10 AM
    Tuesday, June 30, 2015 1:18 AM
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    Hi Eranger

    Whatever it is it must be something underlying the whole CRM install as I tried what you suggested on a vanilla organisation.

    Thank you for all your input on this

    David

    Tuesday, June 30, 2015 8:09 AM