Skip to main content
Solved

Reopen Opportunity from Import Scenario

  • Aug 7, 2024 2:15 AM UTC
  • 6 replies
  • 169 views
  • Translate All
Freshman I
Forum|alt.badge.img

 Hi~

I was trying to reopen the lost Opportunity from Import Scenario, But I faced the error below.

I tried to manually reopen it, and it succeeded. I also tried to add Detail Dialog, but it failed.

Shall I try to add Transition Parameters for ‘Reasons’ and ‘Stage” to figure it out? or what should I do?

 

 

 

 

here is the error shown on the trace.

Best answer by nhatnghetinh

Hi @jwang1 

I tested successfully.

Please refer to the XML file (Import Scenarios) and Excel template file.

 

Best Regards,

NNT

View original

6 replies

Freshman I
Forum|alt.badge.img
  • jwang1
  • Author
  • Freshman I
  • Aug 7, 2024 2:18 AM UTC

@manikantad18 Hi, I found your solution to use “Open from new” instead of “open,” but it still doesn’t work. Could you please take a look?

Translate
Freshman I
Forum|alt.badge.img
  • jwang1
  • Author
  • Freshman I
  • Aug 7, 2024 2:20 AM UTC

 

@tsmith19. I noticed that you encountered the same issue before. How did you figure it out?

Translate
nhatnghetinh
Captain II
Forum|alt.badge.img+15

Hi @jwang1 

When you do it manually by clicking "OPEN" you will see the Details screen pop up to select Reason & Stage

 

So you try adding "Reason & Stage" to Import Scenario and Excel file as shown in the screenshot below.

 

Best Regards,

NNT

Translate
I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
    Freshman I
    Forum|alt.badge.img
    • jwang1
    • Author
    • Freshman I
    • Aug 7, 2024 9:51 PM UTC

    @nhatnghetinh 
    Hi, thanks for reply~

    I still faced the same error after I added these.

    Translate
    Freshman I
    Forum|alt.badge.img
    • jwang1
    • Author
    • Freshman I
    • Aug 7, 2024 10:02 PM UTC

     

    I changed the description to attribute value for reason and stage, but it still does not work.
    @nhatnghetinh

    Translate
    nhatnghetinh
    Captain II
    Forum|alt.badge.img+15
    • nhatnghetinh
    • Captain II
    • Answer
    • Aug 8, 2024 3:10 AM UTC

    Hi @jwang1 

    I tested successfully.

    Please refer to the XML file (Import Scenarios) and Excel template file.

     

    Best Regards,

    NNT

    Translate
    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      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