The allotment type from a contract template is not used when you create a contract in Microsoft CRM 3.0

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Article ID: 909284 - View products that this article applies to.
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SYMPTOMS

When you create a contract in Microsoft Dynamics CRM 3.0, the allotment type from the corresponding contract template is not used. If you view the contract in the Microsoft CRM database, you see that the AllotmentTypeCode value is set to 1. This value is set regardless of the AllotmentTypeCode value that is specified in the contract template.

This problem occurs if you create a contract in an account or in a contact. This problem does not occur if you create a contract by locating the contract template in Service in Microsoft CRM 3.0.

CAUSE

This problem occurs because Microsoft CRM 3.0 does not decrement the time for a contract line if the contract is created without using Service.

RESOLUTION

Microsoft Dynamics CRM 3.0

This problem is fixed in Microsoft Dynamics CRM 3.0 Update Rollup 1. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
922815 Update Rollup 1 is available for Microsoft Dynamics CRM 3.0

Microsoft Dynamics CRM 3.0 Japanese or Chinese version

This problem is fixed in Update Rollup 2 for the Chinese Simplified version of Microsoft Dynamics CRM 3.0 and for the Japanese version of Microsoft Dynamics CRM 3.0. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
944372 Update Rollup 2 for the Chinese Simplified version of Microsoft Dynamics CRM 3.0 and for the Japanese version of Microsoft Dynamics CRM 3.0 is available

MORE INFORMATION

For more information about the terminology that is used to describe Microsoft product updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:
824684 Description of the standard terminology that is used to describe Microsoft software updates
887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

Steps to reproduce the problem

  1. Log on to the Microsoft CRM Web application.
  2. Create a new contract template. In this template, set the allotment type to Time, and then save the contract template.
  3. Create a new record for an account. In this record, create a contract. To do this, click Contracts on the Details menu.
  4. Create a new line in the contract that defines the following settings:
    • Total Cases/Minutes: 60
    • Total Price: 90
  5. Save the contract and then create an invoice for this contract.
  6. Create a new case for the account that you used in step 3. Select the contract line that you created in step 4, and then save the case.
  7. Create a new service activity for the case that you created in step 6. Set the time for this service activity to 60 minutes.
  8. Save the service activity, and then close the service activity so that it has the Completed status.
  9. Resolve the case that you created in step 6, and then set the Billable time value to 60 minutes. This setting matches the time for the service activity that you created in step 7.
  10. Open the contract line that you created in step 4 and view the value that appears in the Allotments Used field.
This value is set to 1 and not to 60 minutes as expected.

Properties

Article ID: 909284 - Last Review: May 6, 2008 - Revision: 4.1
APPLIES TO
  • Microsoft CRM 3.0
Keywords: 
kbcrmv3cno kbmbsworkflow kbhotfixserver kbqfe kbmbsmigrate KB909284

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