The CustTable form and the sales quotation form are blank after converting sales quotation prospect to customer


Symptoms


A sales quotation is created and when the prospect is converted to a customer, the CustTable form is blank and the "sales quotation" form also becomes blank.

Resolution


The changes in the hotfix make sure the customer form show the correct customer information.

For 2nd issue that no detail salesQuotationTable record is shown after converting to customer. This is by design. as this form is opened from record smmBusRelTalbe, now slaesQuotationTable has no relation to it as mentioned above, so after exeucting query again to refresh datasource on this form, it will be disappeared. This is correct, user can find the detail on salesQuotation list page to check the detail.

More information


Note This is a "FAST PUBLISH" article created directly from within the Microsoft support organization. The information contained here in is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use for other considerations.