Overview

When sending or updating a Quoter Quote in Halo, the integration may fail with the following error:

Client error: POST https://<halo-instance>/api/Quotation
resulted in a 400 Bad Request response:
{"ClassName":"System.Exception","Message":"Record not found", ...}

This error usually occurs when Quoter is configured to overwrite an existing Halo quotation, but the original quotation has been deleted or is no longer available in Halo. Quoter retains the connection to the original Halo record and attempts to update it, while Halo cannot locate the record.

Cause

The issue is commonly caused by one of the following:

• The original Halo quotation was deleted.

• The quotation was removed or archived in a way that prevents API access.

• The Quoter-to-Halo connection record is stale.

• A Quote revision is attempting to update a quotation that no longer exists.

This is not typically caused by expired credentials or a general connectivity problem. The key indicator is the Halo API response: Message":"Record not found".

Troubleshooting

1. Confirm the Quote and integration error

1. Open the affected Quote in Quoter.

2. Review the integration request or error details.

3. Confirm that the request is being sent to the Halo Quotation endpoint.

4. Verify that the response contains Record not found.

2. Check whether the original quotation exists in Halo

Search Halo for the quotation associated with the affected Quote. Use the Quote number, customer, title, or other identifying information available in Quoter.

If the quotation exists, confirm that it is accessible to the API agent and has not been deleted, archived, or otherwise restricted.

3. Check the overwrite setting

Review the Halo integration settings in Quoter under Settings > Integrations and determine whether Quote revisions are configured to overwrite the existing Halo quotation.

If overwrite is enabled, Quoter will attempt to update the previously connected Halo record rather than create a new one.

Resolution

If the original quotation was deleted:

1. Confirm whether the quotation can be restored in Halo.

2. Repush the Quote from Quoter. This can be done by clicking the circular arrow icon on the Integration Requests Status page. 

3. Confirm that a new quotation is created in Halo.

4. Verify that any related opportunity or ticket is linked to the newly created quotation.

This should resolve the error and the quotation should appear successfully in Halo.