Can't create an Opportunity due to "Document Type issue"

[Former Member]

Hi Experts,

Whenever I create a new Opportunity or convert a Lead to Opportunity in C4C. I always get the error please correct the document type and  Document Type - COPT error when I save it. Please see attached screenshot for details.

[preethi_bukke · Accepted solution]

Hi Naresh,

Error message might  occur due to incorrect scoping. Document type of this opportunity belongs to banking industry. In this system, banking industry is switched on , but the sub sections are not included which is causing inconsistency .

If Banking is required, you may do the following steps to get the correct scoping. If not, de-select the sub sections.

1. Go to the Business Configuration work center.
2. Choose Edit Project Scope button.
3. Go to Scoping and choose Industry Solution->Banking.
4. Either you can de-select Banking or select any sub sections.
5. Save your changes and finish the scoping.

Hope this helps.

Regards

Preethi