Jeisson Godoy

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.