how can we convert lead to opportunity in acumatica mobile

Hi @vannakheng66 ,

• You need to add existing screen from Mobile Applications section.
• Then map the action which is opens up the Create Opportunity dialog box. i.e. convertToOpportunityAll.
• then add custom action which will redirect to the form using openAs = Form property.
• Add required fields by mapping  the sections from WSDL schema.
• Add Actions Create and Review, Create by using Aspx code in customization editor.

By following above approach you can convert the opportunity from lead.

I try with this but still error

update screen CR301000 {
  update container "LeadSummary" {
    add recordAction "ConvertToOpportunityAll" {
      behavior = Void
      redirect = True
      redirectToDialog = "CR301000D1"
    }
  }
  add dialog CR301000D1 {
     type = FilterListScreen
     openAs = Form
      add container "CreateOpportunityMainCreationDialogOpportunity"{
        add field "DisplayName"
        add field "Subject"
        add field "CloseDate"
        add field "OpportunityClass"
      }
    }
}

Hi @vannakheng66,

Yes, business account Id is mandatory on create opportunity dialogue box.

You need to add business account I'd as well in the add field section.

Could you show me a little bit. because I tried but I cannot make it

Hi @vannakheng66 were you able to find a solution? Thank you!

Hello. Did anyone have success implementing this? I’m looking to do the exact same thing.

Following up on this thread in case anyone else finds this solution useful. I was able to add the convert to opportunity functionality through a tab instead of the dialog box. It doesn’t look as clean, but still has the same functionality. 

update screen CR301000 {
  update container "LeadSummary" {
    add recordAction "ConvertToOpportunityAll" {
      behavior = Open
      redirect = True
      Priority = 5
    }
    add group "Description"{
      placeBefore group "Details"
      add field "Description"{
        textType = "PlainMultiLine"
      }
    }
    add layout "CreateOpportunityTab" {
      displayName = "Convert To Opportunity"
      layout = "Tab"
      add group "Opportunity" {
        add field "CreateOpportunityMainCreationDialogOpportunity#Subject"
        add field "CreateOpportunityMainCreationDialogOpportunity#CloseDate"
        add field "CreateOpportunityMainCreationDialogOpportunity#OpportunityClass"
      }
      add group "Business Account" {
        add field "CreateOpportunityMainCreationDialogBusinessAccount#BAccountID"
        add field "CreateOpportunityMainCreationDialogBusinessAccount#AccountName"
        add field "CreateOpportunityMainCreationDialogBusinessAccount#AccountClass"
      }
      add group "Contact" {
        add field "CreateOpportunityMainCreationDialogContact#FirstName"
        add field "CreateOpportunityMainCreationDialogContact#LastName"
        add field "CreateOpportunityMainCreationDialogContact#FullName"
        add field "CreateOpportunityMainCreationDialogContact#Salutation"
        add field "CreateOpportunityMainCreationDialogContact#Phone1Type"
        add field "CreateOpportunityMainCreationDialogContact#Phone1"
        add field "CreateOpportunityMainCreationDialogContact#Phone2Type"
        add field "CreateOpportunityMainCreationDialogContact#Phone2"
        add field "CreateOpportunityMainCreationDialogContact#Email"
        add field "CreateOpportunityMainCreationDialogContact#ContactClass"
      }
      add recordActionLink "ConvertToOpportunityAll"  
    }
  }
}