CODEWITHSUNDEEP
dynamics-crm-2011
jrandomuser
jrandomuser

Reputation: 1720

Dynamics CRM 2011 How are revised Quotes linked together?

In CRM 2011 I was trying to import some Quotes when I realized that I couldn't set the Revision Number. As a last resort I considered updating the tables directly since the installation is On Premise, but I realized that there is a part of process that I do not understand. That part is how are revised Quotes linked to the original?

I know that when you revise a Quote it creates a copy of that Quote and then increments the Revision Number, but I don't see any type of pointer that says which Quote its revising. To give you an example. Opportunities can have multiple Quotes. Lets pretend this one has Quote A and Quote B. Quote A is at Revision Number 5 and Quote B is at Revision Number 7. I query all the Quotes for my Opportunity and choose one with a Revision Number of 3. How do I know if its from Quote A or Quote B?

Upvotes: 2

Views: 2675

Answers (1)

Guido Preite
Guido Preite

Reputation: 15128

There isn't a direct relationship between the revised quotes and the current draft/active quote (but you can create one and keep updated using a plugin).

The only way to find the related quotes is the Quote ID (quotenumber field), it will not change between the revisions.

Upvotes: 1

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