How do I Default Owner for Business Account and Contact from Lead Owner

Userlevel 2

Our current process is to create a Lead complete with New Contact and Business Name.

We desire to default Lead Owner to Operator entering the Lead as well default respective New Business Account and Contact Owner from Lead Owner.

Is there a way to setup Acumatica to accomplish this ?

I have both entered Leads manually and from Import Scenario, setting Owner manually, converting to Business Account and Contact without the Owner copying over.



Best answer by jlpatch 8 May 2023, 03:06

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Userlevel 2

Hello DonGreen

Business Event can be used to update the records.  i.e. assign the Owner and/or workgroup.  The first step is create a GI that identifies the records to be updated, and I usually apply the business logic in the GI for the new values of the fields.  Then feed that into the BE and use an Import Scenario to perform the updates.

Userlevel 2

Thank you @jlpatch 

Business Events only alerts of a condition, correct ?

Then a human will need to act on the respective condition ?

Userlevel 2

Unfortunately, these master data objects are not subject to Assignment and Approval Maps.  In addition whilst the Rules within the maps are logical cover a lot of scope, they could be much more powerful.  i.e. Only supports predefined tables and does not support formulas.

Thus you are left with using a Business Event.  This is not a bad option, in fact its a very powerful option.


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