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Change C4C Sales quote status to Won/Lost based on Opportunity status

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Hi Experts,

We have a requirement to change the status of sales quote to Won/Lost once the opportunity linked to it is set as Won/Lost. I tried calling the instance of sales quote inside opportunity after modify but the sales quote status field is read only hence couldn't change it.

Is there a way by which i can change the status of sales quote?

Regards,

AP

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Answers (1)

former_member226
Employee
Employee
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Hi,

When you set a quote as Won/Lost it is not just a status value change but a lot of business process consistency checks are also performed at the backend SAP system. Hence "Status" is marked as a read-only field in repository explorer and cannot be written a value directly.

However, if you want to set the status to "Won" then you need to call action "NotifyOfSalesOrderCreation" against the SalesQuote instance and this should set the status to "Won".

Similarly, if you want to set the status as "Lost" then pls try to set a value for "CustomerQuote.SalesTerms.CancellationReasonCode" and this should set the quote status as "Lost".

PS: I haven't tried for the above-mentioned approach but it's worth giving a try. Kindly also let know the result.

BR
Saurabh