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Opportunities "Reason" Field Dialog Box Import Scenario

  • January 3, 2024
  • 3 replies
  • 220 views
bwhite49
Captain II
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Hello,

I can’t figure out how to populate this field through an import scenario. I’m trying to automate the closure of opportunities (Action: Close as won), but I won’t be able to do that until I can map to this field.

any help?

 

Best answer by dcomerford

Hi the fields you are after are here under Transition Parameters

 

3 replies

dcomerford
Captain II
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  • dcomerford
  • Captain II
  • Answer
  • January 4, 2024

Hi the fields you are after are here under Transition Parameters

 

Dermot Comerford
A
Chris Hackett
bwhite49
Manikanta Dhulipudi
Captain II
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Hi @bwhite49 

Please find the attached import scenario 

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Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
bwhite49
bwhite49
Captain II
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  • bwhite49
  • Author
  • Captain II
  • January 4, 2024

Thank you both!

Chris Hackett
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