Revising Opportunities and Quotes that have already been Closed

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Posted on by DonaW

As a system admin, I'm trying to figure out the best way to do this. Currently, the only way I have figured how to do this is to reopen the opportunity, delete the products under the quote, then delete the quote and generate a new quote, activate it and win it. However, this also changes the quote number which is what I want to avoid. I've tried using Online Excel and the Level Up extension, but both just produced other issues that I couldn't fix.

1. Is it possible to do this with out changing the current quote #?

2. If not, is there at least an easier way to change the $ amounts?

Categories:

Quotes / Orders / Invoices

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Answers (2)

Verified answer

Dengliang Li Microsoft Employee on at

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Revising Opportunities and Quotes that have already been Closed

Hi,

You can add a custom button on the quote form to switch from the closed state to the draft state, and this button is only visible in the closed state.

The JavaScript executed by clicking the button is as follows.

function SwitchToDraft(primaryControl) {

var formContext = primaryControl;

//Gets the GUID of the current record.

var currentRecordId = formContext.data.entity.getId().slice(1,-1);

//Updates the current record to draft status.

window.top.Xrm.WebApi.updateRecord("quote", currentRecordId, {"statecode":0}).then(

function success(result) {

console.log("Current quote switched to draft status");

//Refresh after successful update.

formContext.data.refresh(true);

},

function (error) {

console.log(error.message);

}

);

}

The code to set the button visibility is as follows.

function SwitchVisibility(primaryControl){

var formContext = primaryControl;

// Gets the status field value

var status = formContext.getAttribute("statecode").getValue();

// If the value of the Status field is not 3, then it is not closed status and the button is hidden.

if(status !==3){

return false;

}else{

return true;

}

}

Add this button to Ribbon Workbench.

The final result is shown below.

Best Regards,
Dengliang Li
DonaW 21 on at

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Revising Opportunities and Quotes that have already been Closed

This is awesome, thank you. It worked great. I know I'm asking a lot and this is probably not doable, but is there a way to do this without having to open the flow and copy the URL each time?
Verified answer

Dengliang Li Microsoft Employee on at

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Revising Opportunities and Quotes that have already been Closed

Hi,

You can update closed quotes to draft status in Power Automate Flow.

In my test, I selected a closed quote record.

The flow is shown below.

In the test result the quote went back to draft status and the ID did not change.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li