Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Move products up &...
Sales forum
Answered

Move products up & down the Product Line Items list on an Opportunity & Quote

(0) ShareShare
ReportReport
Posted on by

I'm sure this used to be possible but I can't see it now??

Can a user change the order of items in a quote without having to remove them and add them again?

Thanks!

  • Rintzandt Profile Picture
    Rintzandt on at
    Move products up & down the Product Line Items list on an Opportunity & Quote
    I have no 'move up' button in my environment: is there a setting to get this option?
  • Verified answer
    MichelleM Profile Picture
    MichelleM on at
    RE: Move products up & down the Product Line Items list on an Opportunity & Quote

    Thanks. It wasn't there on my environment but I have worked out why now.

    We have the Business Central integration, and that sets the Opportunity Sub Grid view to 'Opportunity Product Inline Edit View NAV Availability' (which shows an extra column for Quantity on Hand), unfortunately that view doesn't give you the move up & move down buttons.

    opportunity_2D00_subgrid_2D00_view.jpg

    So as a work around, I have changed the subgrid back to default to the 'Opportunity Product Inline Edit View' and allowed the user to change the views to be able to switch to the NAV view if they want to check the stock. Not ideal, but at least we have the moving functionality back now.

  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Move products up & down the Product Line Items list on an Opportunity & Quote

    Hi Michellem,

    I have checked my environment, there is a 'Move Up' button to do this. Select a line in the subgrid and click three dot, and you will get it.

    pastedimage1679626142539v1.png

Helpful resources

Quick Links

New Blog Features Released!

Check out the new community blog features for viewers and authors…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Featured topics

Product updates

Dynamics 365 release plans