Wednesday, July 20, 2016

Write-in products cannot be added to Quote or Order

Recently I have come across an issue, where the CRM users complain that they cannot add Write-in products to the Quotes and Orders.
It was a CRM 2016, which was upgraded from CRM 2011. In this case, we need to check the forms and the subgrids.

The write-in products can be added only to the grid which has the CRM default name, if you have there something else, then change it to the correct one.

For quotes - quotedetailsGrid
For orders - salesorderdetailsGrid

Also note that for Orders, you can only add new product if the pricing is not locked. Click on Use current pricing if you have the pricing lock on.

Happy CRM day,
Michal

10 comments:

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  2. This is a permissions issue. If you look at the Sales Permissions and compare the role to that of say the system customizer they will likely come back.

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  5. really helpful!!!! I wasted two hours looking for a solution and found it here. Really thank you

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  6. For us (CRM 9.0.2), not having changed the names, it was simply the privileges missing "Override Quote Pricing", "Override Opportunity Pricing" and "Override Order Pricing" as described here: http://missdynamicscrm.blogspot.de/2014/09/crm-2011-2013-understanding-the-privilege-to-show-and-hide-write-in-product.html

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