Skip to Content
0
May 12, 2008 at 04:55 PM

Issues with Sales Opportunities

41 Views

Hello again!

Sorry to be a pest! I'm trying to put WebTools 2007 (628) through it's paces prior to training some of our staff in it's use for CRM purposes, and I've hit a few more snags, these in particular are related to Sales Opportunities.

1. Hitting the Refresh Button (F5) on Stages tab after adding a Stage duplicates that stage and can be repeated multiple times. In theory this creates stages that would not be possible in B1. This would also create a Synching issue because B1 wouldn't allow the overlapping stages.

2. "Associated Document Number" does not link to correct the sales document. For example a sales order in WT is totally a different BP, although it does appear correctly in B1. I know in the OPPR1 Table there is a docid (docentry) and docnum column, perhaps WT is synching on the wrong one, thus linking the wrong document.

3. Adding stages appear not to be Synching back to B1. The following error message occurs. Since the Close Date is not an exposed field in WT, there is no ability to go back to alter the close date of the prior stage before creating a new stage. Because of this there is no way to prevent the following Error:

-5002:Date deviates from permissible range [OPR1.OpenDate][line: 1]

at NetPoint.SynchSBO.WebToolsChildObjects.OpportunityStage.NetPointToSBO(NPQueueObject qData)

at NetPoint.SynchSBO.SynchObjectBase.Synch()

4. Adding/Deleting Stages which have a sales amount does not update the "Total Sale" Amount in the heard record as it would the Potential Amount on the B1 side.

5. Column headings are incorrect under Sales opportunity --> Stages. It shows "sale sPerson" and "Tota lSale" and each column is shifted over by one because the date column heading appears to be missing.

Thanks,

Jason Walters