CRM Plugin (Change Order/Quote) Development

Completed Posted 7 years ago Paid on delivery
Completed Paid on delivery

Directed project for yaqubonnet.

We'd like to add some custom functionality for change orders.

1. User reopens a closed opportunity

2. User modifies the opportunity products/quantities/prices

3. User selects custom button/action from ribbon to “Create Change Order”

4. System compares current opportunity products to orders placed against current opportunity. There is the potential that multiple orders have been placed against opportunity, so all orders would need to be considered.

5. System creates quote with just the difference between current opportunity products and products already ordered.

6. System sets custom field/property on quote for IsChangeOrder = Yes.

For example, user previously created opportunity with 3x PROD1 and 2 x PRDO2, created an opportunity and an order reflecting those.

Later, user reopens the opportunity, and changes the opportunity to 2x PROD1, 2x PROD2, and 1x PROD3.

User clicks “Create Change Order.” System creates a new quote for -1x PROD1 and 1x PROD3 and sets custom property.

CRM Dynamics

Project ID: #10268998

About the project

1 proposal Remote project Active 7 years ago

Awarded to:

yaqubonnet

Its Yaqub here... I have 9 years of software development experience which includes 4+ years’ experience in MS Dynamic CRM. I work remotely as a Team Lead for PowerObjects [login to view URL], in one of their o More

$155 USD in 3 days
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