Skip to main content

Opportunity Entry

  • April 11, 2025
  • 0 replies
  • 24 views
R

There is no ability to prevent the Opportunity from being created when the Baccount is on hold or any other form of restriction at this time.
When a BAccount/Customer is ON HOLD we raise an Opportunity without any warning and it’s later in the process when it is realised. Could there not be a warning of the BAccount/Customer status on initial entry.

    Terms & ConditionsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved