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QuoteWerks Knowledgebase Topic (Article ID 6578)

MSCRM - Status code error

This information applies to :

Article ID
6578

Created/Updated
December 5, 2012

Category


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue is resolved in build 51.01 and higher without making modifications to the site.ini file.

Issue:

I am receiving the error "Error creating MS CRM opportunity...State code is invalid or state code is valid but status code is invalid for a specified state code." when QuoteWerks attempts to create an opportunity in MS CRM

Cause:

User has modified the default settings for the MS CRM StatusCode list

Solution:

This is available in QuoteWerks 4.0 Build 35 and higher. Supply QuoteWerks with the new customized state codes. In the site.ini file under the [Contact Mangers] section, you can create an INI key for each value as follows:

MSCRMOppStatusCodeOpen=
(the default is 1)

MSCRMOppStatusCodeWon=
(the default is 3)

MSCRMOppStatusCodeCanceled=
(the default is 4)

MSCRMOppStatusCodeOutSold=
(the default is 5)

Similiary if the MS CRM opportunityratingcode list has been customized, you can create the following keys:

MSCRMOppRatingCodeHot=
(the default is 1 and represents "Hot")

MSCRMOppRatingCodeWarm=
(the default is 2 and represents "Warm")

MSCRMOppRatingCodeCold=
(the default is 3 and represents "Cold")


To find the current OppStateCode numbers in MSCRM:
1) Navigate: Settings->Customization->Customize Entities->Opportunity->Attributes->StatusReason

2) Select a State in the list and click Edit

3) The number beside Value is the one you'll use in the site.ini as defined above


To find the current OppRatingCode numbers in MSCRM:
1) Navigate: Settings->Customization->Customize Entities->Opportunity->Attributes->Rating

2) Select a Type in the list and click Edit

3) The number beside Value is the one you'll use in the site.ini as defined above


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