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User cannot add a new sale, or quotation, line on a call center order for items with category
Suggested by Alina Ciocoiu – New – 0 Comments
As per https://fix.lcs.dynamics.com/Issue/Details?kb=0&bugId=715615&dbType=3&qc=5855f10fe3d955c3c1612df2333550099a68dcca8926ea151a0339dcdea4bd1e for retail orders, a Product (Item ID) selection is required for order creation and price calculation
- The warning will be thrown if the call center user adds the line with ONLY Sales category
- If the line has an Item ID and Sales category or you are using a sales hierarchy and have items associated with sales categories – this scenario is considered valid and will not throw the warning message
- Pricing engine can calculate order / quotes as long as Item ID is provided.
- We are showing a warning to customers, so they will be aware we do not support sales quotation/order with sales category (only).
- Customer does have a customization that allows to use Sales category and as per current design correctly receiving the warning message. The request is to have this Warning message removed, as it is confusing for the users.