Skip to main content

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

 

Thanks

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


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!

 


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

 


Thanks a lot @dcomerford !!! 


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


Reply