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Delete ERP Quotation in CRM Web UI- CRM 7.0 EHP3

Former Member
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Hi Everyone,

       We have created EROP Quotation as follow up for Opportunity. We displayed it via Transaction History of Opportunity. Now we want to dlete the Quotation. But delete oprtion is greyed out. But in CRM 7.0 Delete option is available. Now we upgraded our system to CRM 7.0 EHP3. Please give me suggestions on ho we  can dele the quotation.

Regards,

Priyanka

Accepted Solutions (0)

Answers (2)

Answers (2)

spencer_liang
Active Contributor
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Hi Priyanka,

As we have solved the error in the erp quotation search, have you been to search and find any existing in ERP quotation search? Are you able to delete it after opening it from the search result list?

Spencer

Former Member
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Hi Spencer,

  Yes we are able to delete the quotation if we open from Search criteria. Thank you

Regards,

Priyanka

spencer_liang
Active Contributor
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glad to hear it.

Spencer

Former Member
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Hi Spencer ,

  Again when we try to create Quotation System throws " Field Sold-to-party is mandatory" message. could you please assist us regarding this issue also. I have posted this issue also in SCN. Mapping configuration exists.

Regards,

Priyanka

spencer_liang
Active Contributor
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Hi

what is the incident number?

Spencer

spencer_liang
Active Contributor
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this is mostly because sold to party is mandatory field and it must be filled.

the error will disappear if you fill it.

if you still have this error when sold to in quotation has already been fill, then I will need to look into it in the incident.

Spencer

Former Member
0 Kudos

Hi Spencer,

  Usually it  displays automatically . But it it not working after the upgrade. we need to manually enter. Please find the incident number.

.

Incident Number: " Sold to Part is mandatory" message in ERP Quoation screen ( 863054 / 2015 )



Regards,

Priyanka

spencer_liang
Active Contributor
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Maggie has been working on.

Please follow her instructions.

She is very senior.

Spencer

Former Member
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  OK . Thank you.

Regards,

Priyanka

Former Member
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Hi, Priyanka!

First of all check that you have all needed authorizations to delete transactions.

(in SU01 see what pfcg roles are added for your user. See that for auth object CRM_ORD_PR there are valid authorities)

If it is all ok with authorizations, put breakpoint in method IF_BSP_WD_TOOLBAR_CALLBACK~GET_BUTTONS of view BT115QH_SLSQ/SQHOverView of component BT115QH_SLSQ and debug what is going on.

Regards,

Viktor

Former Member
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Hi Viktor,

  It is bringing VA23 transaction to display the Quotation when we open via Transaction history of the opportunity. Hence it is not editable.

Regards,

Priyanka

Former Member
0 Kudos

Hi, Priyanka!

Please specify what do you want to do, delete quotation or delete assignment of quotation to opportunity?

As far as I know in assignment block "transaction history" you can only delete assignment of objects added to current via button "Subsequent assignment", but not objects. If it is what you want, you should set such possibility in object reference profile assigned to your opportunity.

Regards,

Viktor