Quote Revision Number

Mar 12, 2013 at 11:58 AM
I have installed and configured the counter onto a quote record to create our own quote number. We are having an issue though - when revising a quote, it generates a new quote number and increases the revision number rather than keeping the same quote number and just increasing the revision number.
Is this normal? Have I configured it correctly?
Is there a way that we can create a new quote number that stays the same if we revise the quote?
Jul 17, 2013 at 1:45 PM
Did you resolve this at all?
Jul 17, 2013 at 2:04 PM
In theory, all you need to do is add a line to check if the field with the number is not null, if it is then don't generate a new quote number as the CRM Revision process will copy the previous quote number through. At the moment the Autonumber is creating a new one and overwriting the existing one.
Sep 29, 2013 at 10:48 PM
Hi all,

This issue will be fixed on the new Auto Number version for CRM 2013.
You can register at http://xrmbits.launch.deskgator.com/ to be notified once it's released.