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Former Member

Setting a sales quote to "Lost" using PDI

Hello community,

Here is the scenario, and the part where we are stuck:


Create Opportunity
Create and attach multiple Sales Quotes to this Opportunity
Create external follow-up document from one of the Sales Quotes


When press the action ‘creating external follow-up document’ from sales quote, it is required to:
Update the status of all other Sales Quotes that attached to the Opportunity as ‘Lost’.
Update the custom status of Opportunity to Z0005


I am able to reach the quotes attached to the opportunity, and to change the status of opportunities. However, I struggle to change the status of sales quotes to "lost".
It was suggested to me that I should put a "reason fro rejection" on the sale quote and that it will automatically set it to lost, but this field cannot be accessed in PDI.

Is there a way to change the status of a sales quote using PDI?

It is very important that we find a solution to this problem soon, as our client is going to prod soon and needs this feature implemented.

Thank you for your help,
Kévin Lamarque

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1 Answer

  • Feb 13, 2018 at 09:01 AM


    The element you're looking for is CustomerQuote > SalesTerms > CancellationReasonCode. It's writeable for me if I create a solution in the CRM deployment unit.


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