When a user (admin) has created/defined their own Opportunity Status and Stages to be used in conjunction with a Workflow - the Save operation on OE Quotes/Orders portal is updating the associated Opportunity with hard coded values. The values being saved are values that are no longer being used due to our business process – they simply didn’t fit.

This is poor design (or perhaps just a mistake) which we have created a work around for - however, a proper solution would allow the user to choose what the OE Save operation updates the Stage and Status to instead.

There are two areas where this is happening, the first of which is customizable (within the Order Entry ASP pages) and the final place (which is the reason for this post) is within the java classes which are inaccessible and cannot be modified without the original source.

The ability to customize this would not only make it correct, it would add value due to the fact that from start (customizing the Stage and Status selections from CRM) follow through to the end result (a completed Quote or Order from the Accpac OE screens).

Thank you!

by: Dan O. | over a year ago | Customer Mgment (CRM)