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In Dynamics 365 Sales, we are experiencing an issue where the sales quotation header is being updated to a Confirmed status even though not all quotation lines are confirmed. Some lines remain in a Sent status, which results in a mismatch between the header and line statuses.
This behavior is incorrect and is causing problems in our reporting from the sales module, as reports show the quotation as fully confirmed when in reality some lines are not.
Proposed Enhancement
Introduce functionality that ensures:
- The quotation header cannot move to Confirmed until all lines within the quotation are also confirmed.
- If any line remains in Sent or Created status, the header should remain in Sent (or another appropriate intermediate state).
STATUS DETAILS
New
