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Former Member
Jan 25, 2011 at 06:25 PM

Not Released field not letting me create a follow up

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We've got a field "Not Released"

that we are using in our accounts module.

The point of it is by default an account is not released (meaning not approved)

until a key user approves it. We can still create an opportunity with an account that

has Not Released set to true. But then when we try to create a follow up

there is no option for Sales Quotation. In the right hand side is the error.

Business Partner number xxxxxx has status not released.

We want to still be able to create a sales quotation even if the account is not approved.

Is this possible?

Currently the only way to create the sales quotation is to go back into the account and uncheck the "Not Released" check box.

Save the account, then go to the opportunity and for some reason you have to actually edit the account and re-select it.

I dont know why you have to reselect it because it still thinks the account is not released. Then you save it and the error goes away and then I can create a follow up sales quotation (a sales order).

So I have 2 questions:

1) Is it possible to allow for sales quotation follow up without having the account released (Not Released check box set to true) ?

2) This one is just odd, if I go back to the account and uncheck the Not released check box. I have to go back to the opportunity and re-select the account even though it is the same account. Then I can save it and the error disappears.

If I only uncheck the checkbox in the accounts page then the opportunity still have the error "BP account xxxxx has status not released" so I have to actually re-select the account. Why do I have to reselect it, is it in some sort of buffer ????