The lookup view only shows the quotes or the contracts that are in "Draft" status when you try to link a custom entity to a quote or a contract in Microsoft Dynamics CRM 4.0

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Article ID: 978006 - View products that this article applies to.
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SYMPTOMS

Assume that you create a lookup relationship between a custom entity and a quote or a contract in Microsoft Dynamics CRM 4.0. When you try to link the custom entity to the quote or the contract, the lookup view only shows the quotes or contracts that are in "Draft" status. You expect the lookup view to show all quotes or all contracts that are in "Active" status.

RESOLUTION

Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:
322756 How to back up and restore the registry in Windows XP and Windows Vista


This problem is fixed in the latest cumulative update rollup for Microsoft Dynamics CRM 4.0.
For more information, click the following article number to view the article in the Microsoft Knowledge Base:
949256 Microsoft Dynamics CRM 4.0 updates and hotfixes

To enable this hotfix on the computer that is running Microsoft Dynamics CRM 4.0, follow these steps:
  1. Under the
    HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM\
    registry subkey on the Microsoft Dynamics CRM server, add the following DWORD registry entries:
    • LookupActiveQuotesOnCustomEntities
    • LookupActiveContractsOnCustomEntities
  2. Set the values of the registry entries that you just added to 1.
Note If you want to disable this hotfix, set the values of these registry entries to 0.

To enable this hotfix on a computer that is running Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access, follow these steps:
  1. Under the
    HKEY_CURRENT_USER\SOFTWARE\Microsoft\MSCRMClient\
    registry subkey on the Microsoft Dynamics CRM client for Outlook, add the following DWORD registry entries:
    • LookupActiveQuotesOnCustomEntities
    • LookupActiveContractsOnCustomEntities
  2. Set the values of the registry entries that you just added to 1.
Note If you want to disable this hotfix, set the values of these registry entries to 0.

Properties

Article ID: 978006 - Last Review: December 17, 2009 - Revision: 1.0
APPLIES TO
  • Microsoft Dynamics CRM 4.0
Keywords: 
kbfix kbexpertiseinter kbsurveynew kbmbsmigrate kbqfe KB978006

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