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Enable changing of business account on Opportunity

  • February 11, 2025
  • 2 replies
  • 32 views

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Once an opportunity is created, the corresponding business account is no longer editable.

I would like to customize this to allow that to be changed in certain circumstances.

  1. can I do this by just overriding the field with an allowupdate=true or something similar?
  2. will this break anything? And as a general question, is there a good way to determine if a change like that will cause problems? I understand sometimes Acumatica does this sort of thing as a dependency, and other times they’re just enforcing a workflow preferenc

 

Thanks!

 

Best answer by mianniello80

On the Opportunity, the data being pulled from the Business Account, such as Address, can be manually overridden if you select the override button. Any changes made to the Account on the Business Account profile, will not then override the settings on the already saved Opportunity.

Hope this clarifies

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2 replies

mianniello80
Varsity I
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  • Varsity I
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  • February 25, 2025

On the Opportunity, the data being pulled from the Business Account, such as Address, can be manually overridden if you select the override button. Any changes made to the Account on the Business Account profile, will not then override the settings on the already saved Opportunity.

Hope this clarifies


hdussa
Jr Varsity I
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  • Jr Varsity I
  • 99 replies
  • February 26, 2025

Hello ​@matthewbeebe ,

For sure there are dependencies with the Business Account in the opportunity screen such as Quotes. You will extend the graph and enable the field in the RowSelected method. Assume you customize and override the Business Account, ensure the Location, Contact, and Address are relevant to the new Business Account, and update downstream documents.

Hope this helps!


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