If the "Enhanced experience for adding products" is enabled and multiple products are added to a quote, the order in which the products were selected does not correspond to the order in which the products are created in the quote.
It would be desirable that the order in which the products are created in the quote corresponds exactly to the order in which the products were added in the enhanced experience.
This is important so that the sales representative is able to create the products in the exact order that the customer requested, and thus be able to build the quote according to the customer's wishes.
Comments
I totally agree. This is a big issue for us as well.We are looking into the possibility to add the line number to the Add products dialog, in order to change the sequence of the quote lines. This should have been added out of the box.
Category: Quotes, Orders, Invoices, Products
Totally agree too. I still do not understand how it is possible for line items to appear in ascending order within the CRM but change to descending order when exporting to a Word or PDF document. In conversations with Microsoft Support, they told me that they use the following expression:entityExpression.Order.AddOrder("sequencenumber", Xrm.Sdk.Query.OrderType.Descending);I fail to understand why this cannot be configured to Ascending to resolve the issue, when in the .Net documentation it's says that they can do it. I am attaching the link so you can check what I am referring to: https://learn.microsoft.com/en-us/dotnet/api/microsoft.xrm.sdk.query.ordertype?view=dataverse-sdk-latestI do not understand why, if the option for Ascending order exists in the documentation, we are consistently told that it is not possible.
Category: Quotes, Orders, Invoices, Products
Totally agree! First item chosen and added to products basket should show as first line on the quote - and so onwards. This is a huge problem for our sales teams as our quotations require a specific order of presenting the products to our customers. Having to correct this sorting order manually in the quote by changing line numbers -no drag & drop function :-( - is very inefficient, time consuming and leaves much room for error.I cannot really understand why there isn't much more voting/comments around this topic?After all, in almost every online ordering tool I know chosen items follow this routine of first item on first order line, etc.
Category: Quotes, Orders, Invoices, Products