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Former Member
Oct 15, 2007 at 09:27 PM

CRM Order - 'Convert to Quote' Button - How to remove?

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Hi team

Could you please tell me how to disable following in CRM 5.0.

We create a sales order in CRM, once saved, if I look at details above line items (where there are buttons such as create, delete, atp check etc), I also see a button to 'convert to quote'. If I highlight the line items on the sales order and click this button, then the line item statuses become Quotation (from OPen) and now the button changes to 'convert to order' and if I click this button again, then line item statuses change to 'quotation accepted'

Line item status profile that we have is standard CRMORDER_I and there are 3 statuses for it. BID Quotation is assisnged to OPen user status.

Please advise as to how to disable it.

Regards

Jai