on 02-12-2018 4:41 PM
Hello community,
Here is the scenario, and the part where we are stuck:
Scenario:
Create Opportunity
Create and attach multiple Sales Quotes to this Opportunity
Create external follow-up document from one of the Sales Quotes
Require:
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
Problem:
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
Kévin,
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.
Lewis
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