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

  • 18 September 2023
  • 5 replies
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R
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Is it normal that the system dont put Won in an opportuynuity which is transfered into a project?

 

Thanks

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Best answer by dcomerford 18 September 2023, 17:10

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Raphael

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

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

 

Dermot Comerford
Kandy Beatty
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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

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
R
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Thanks a lot @dcomerford !!! 

Raphael
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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!

 

Raphael

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