Quoter reports this error when sending a Quote update to Autotask, commonly after changing a synced Quote’s status or attempting to revise it.
Cause
Autotask prevents updates to a Closed Opportunity once a Sales Order is attached. This is an Autotask limitation.
Resolution
- Check whether the Sales Order and invoice already exist in Autotask and QuickBooks. If they do, the error can be ignored.
- If the revised quote must sync, create a new Autotask Opportunity and associate the updated quote with it.
- Do not manually change the status of an already-synced quote. Copy the Ordered quote, make the changes, and publish the copy as a new revision.
Prevention
If revisions are common, consider configuring Quoter’s Accepted status so it does not automatically close the Autotask Opportunity. See this article for more details on adjusting status mappings.