Skip to main content
Answer

Reopen Opportunity from Import Scenario

  • August 7, 2024
  • 6 replies
  • 84 views
J
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

6 replies

J
Freshman I
Forum|alt.badge.img
  • jwang1
  • Author
  • Freshman I
  • August 7, 2024

@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?

J
Freshman I
Forum|alt.badge.img
  • jwang1
  • Author
  • Freshman I
  • August 7, 2024

 

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

nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • nhatnghetinh
  • Captain II
  • August 7, 2024

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

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
J
J
Freshman I
Forum|alt.badge.img
  • jwang1
  • Author
  • Freshman I
  • August 7, 2024

@nhatnghetinh 
Hi, thanks for reply~

I still faced the same error after I added these.

J
Freshman I
Forum|alt.badge.img
  • jwang1
  • Author
  • Freshman I
  • August 7, 2024

 

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

nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • nhatnghetinh
  • Captain II
  • Answer
  • August 8, 2024

Hi @jwang1 

I tested successfully.

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

 

Best Regards,

NNT

2 Attachments
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
Terms & ConditionsCookie settingsAccessibility 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