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Transfert a quote into a project : Why system don't put opportunuity as Won?

  • September 18, 2023
  • 5 replies
  • 58 views

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Is it normal that the system dont put Won in an opportuynuity which is transfered into a project?

 

Thanks

Best answer by dcomerford

Here is the import scenario we are using and it works if that helps

 

5 replies

dcomerford
Captain II
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  • Captain II
  • September 18, 2023

Yes we found this to so created a business event to update the opportunity seems to be an oversight


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  • Author
  • Captain I
  • September 18, 2023

Yes this is my workaround, but I can’t understand this isn’t out of the box functionnality.

 

Beside, for my business event import scenario, I’m stucked with the popup:

I know I must set <Dialog Answer>=”OK”

But how to set the reason to “Order placed” before answering the OK?

Thanks!

 


dcomerford
Captain II
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  • Captain II
  • Answer
  • September 18, 2023

Here is the import scenario we are using and it works if that helps

 


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  • Author
  • Captain I
  • September 18, 2023

Thanks a lot @dcomerford !!! 


Kandy Beatty
Captain II
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  • Captain II
  • September 18, 2023

Hi @raphrf 

I was going to suggest you submit an idea for this. It seems that would work better. 

However, I saw you did create one 😁

In case anyone would like to upvote this:

https://community.acumatica.com/ideas/crm-option-to-switch-opportunuity-as-won-when-a-quote-is-transfered-into-a-project-18767