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Allow any type of person to create opportunities from the client module without taking into account the default configuration in the parameters


When we create Opportunity from ‘Accounts Receivable > Customers > All customers’ and ‘Prospect’ field value in Global Address book is ‘Organization’, system has to set relations for the new Opportunity.

 

The first relation is standard for all Opportunities – smmOpportunityTable->DitPartyTable

The second one depends on the type of a party.

 

If ‘Prospect’ field value in Global Address book is ‘Person’ or we create Opportunity right from the ‘Sales and marketing > Relationships > All prospects’ where the record has party type ‘Person’, system establishes relation ‘DirPartyTable - > DirPerson’. If not – relation ‘DirPartyTable - > DirOrganization’ is created.

 

In our case, we already have ‘DirPartyTable - > DirPerson’ relation, as it is set by system during creation of a Customer of type ‘Person’, and further, when we try to create opportunity from the customer, we get the second relation ‘DirPartyTable - > DirOrganization’, as ‘Prospect’ field value in Global Address book is ‘Organization’ and we don’t create opportunity from the ‘Prospect’ form. Actually, we are trying to have two different relations ‘DirPartyTable - > DirOrganization’ and ‘DirPartyTable - > DirPerson’ for one party, and the system throws an exception as it is impossible.

Category: General
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