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Cannot Create New Opportunities - Get Error Message

Last post 04-29-2010 2:10 PM by Anonymous. 2 replies.
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  • 04-29-2010 1:09 PM

    Cannot Create New Opportunities - Get Error Message

    Greetings Method Folks -

    We keep on getting the following Message when tying to creat a new Opportunity -yet the field that it is asking to be filled Does Not Exist - therefore we cannotenter any New Opportunities.

    Anyone at Method see this before??

    'CustomerRef' is required field when saving a record.

    Please make sure the field 'CustomerRef' is available on the screen and a value is entered.

    Additional Information

    Action Sequence Order:4

     

    Please Help! Gracias, Kevin

  • 04-29-2010 2:07 PM In reply to

    Re: Cannot Create New Opportunities - Get Error Message

    Answer

    All Fixed - did not realize we had messied a step in the process - reviewed the recorder webinar and figured it all out!

    thanks - Kevin

  • 04-29-2010 2:10 PM In reply to

    Re: Cannot Create New Opportunities - Get Error Message


     Hey Kevin,


    This error is showing because Method cannot find a Customer/Vendor that this Opportunity is assigned to. Click on "Clear & New" and fill in all of the required fields. If you entered in a customer it should save fine. If you still get the message, contact your business consultant and they can look into this further.


    “CustomerRef” = Customer/Vendor field


    Hope this helps!

     

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