Unable to proceed to the next opportunity sales cycle in Business Central

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Posted on by Imari

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Hi,

Good day! We have set up opportunity sales cycles and stages in Business central. Currently, we have 6 cycles and the first cycle has 3 stages. We are successful in activating the first stage, move to the next until the 3rd stage but unable to proceed to the next cycle of the sales opportunity.

It says, Next is not a valid option after selecting Update (under process).

Appreciate the assistance.

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Hello,

Do you have any Quote Required at this Stage preventing the Next to proceed since you do not have a Quote created?

Thanks,

Steve

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Imari 164 on at

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Hi Steven,

No Quote required at this stage. So far, 3 stages are created for the first cycle with no quote required set. And the next cycles don't have stages created.

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Hello,

Can you attached a screen shot of all the Stages so I can recreate in my Sandbox.

Thanks,

Steve

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Imari 164 on at

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Hi Steven,

Good day! I responded to your message yesterday but that's through email as I'm not sure how I'll have the screenshot attach here.

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Hello,

I am running a test so allow me the day to reply...

Steve

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Imari 164 on at

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No worries, Steven. I just thought of sending a message here as I have received a replied message in outlook that it was not successfully sent. Thanks for your help .

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AriaConsulting 2 on at

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If you click the "use rich formatting" link below the message box it will refresh the page to a richer (not full, but somewhat) text field that you can copy and paste images like screenshots inline.

There is also an Insert menu.

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Hello,

Can you send me a pic of your Cycles and Stages. I tested using mine and not having an issue. To send me a pic, in the reply, click the use Rich Formatting and then insert.

Thanks

Steve

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Imari 164 on at

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Hi Steven,

Here you go.

Sales-Cycles.docx

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Hello,

From what I see I filled in Completed %, Success% and Activity Code. Try adding and then test.

Steve

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