Quotes, Orders + Invoices

Hi all,

During configuration of a client database we took the client through the 
entire sales and service process creating and closing Quotes, Invoices and 
Contracts.  These were samples and now need to be removed.  But it seems that 
once these records have been activated or closed they cannot be deleted.
Would there be a problem deleting these records directly in the MSCRM 
database through the SQL Enterprise manager?

Any help appreciated.
Cheers,
Nathan
0
Utf
2/20/2005 10:39:02 PM
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On Sun, 20 Feb 2005 14:39:02 -0800, "Nathan Warner"
<NathanWarner@discussions.microsoft.com> wrote:

>Hi all,
>
>During configuration of a client database we took the client through the 
>entire sales and service process creating and closing Quotes, Invoices and 
>Contracts.  These were samples and now need to be removed.  But it seems that 
>once these records have been activated or closed they cannot be deleted.
>Would there be a problem deleting these records directly in the MSCRM 
>database through the SQL Enterprise manager?

I would not do delete directly as there are linked tables which you
may miss.

Instead using SQL set the statecode to zero and then you should be
able to delete through the UI


Julian Sharp
Vigence for MS CRM in the UK
0
Julian
2/21/2005 4:21:00 PM
Hi Julian,

how can i set  SQL statecode to zero?

I am not able to delet the cancelled and active contract because of which I 
am not able to remove Contract Template as well.

Please suggest.

Thanks,

Gagan

"Julian Sharp" wrote:

> On Sun, 20 Feb 2005 14:39:02 -0800, "Nathan Warner"
> <NathanWarner@discussions.microsoft.com> wrote:
> 
> >Hi all,
> >
> >During configuration of a client database we took the client through the 
> >entire sales and service process creating and closing Quotes, Invoices and 
> >Contracts.  These were samples and now need to be removed.  But it seems that 
> >once these records have been activated or closed they cannot be deleted.
> >Would there be a problem deleting these records directly in the MSCRM 
> >database through the SQL Enterprise manager?
> 
> I would not do delete directly as there are linked tables which you
> may miss.
> 
> Instead using SQL set the statecode to zero and then you should be
> able to delete through the UI
> 
> 
> Julian Sharp
> Vigence for MS CRM in the UK
> 
0
Utf
5/4/2006 3:01:02 PM
Reply:

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