Share
Report
1,267CRM Online. Recently updated to 8.2
I have a BPF spanning three entities Opportunity - Quote - Order
One opportunity can have many quotes. Each quote can have many orders.
Users go to quote to create a new order when customer orders more products from the original quote sent to the customer.
After upgrade to 8.2 the users cannot create a new order from the active quotes.
Error: Active stage is not on 'Quote' Entity.
Active stage is on Order, because an order has been created earlier.
But active stage cannot be set to quote because it is read only.
I have an on-demand workflow that can reactivate a quote. Then I can set the active stage to quote. Activate the quote - and create a new order. So I have a workaround.
But customer used to be able to create multiple orders regardless of which stage in the BPF was active. And regardless that the Quote was activated and read only.
The BPF bar now has the green color of 8.2, a stage timer and should have "back + forward + set active" buttons. These are not visible on all stages. The set active button seems to load, show briefly and then disappear, when I am on an earlier stage (Eg. Stage 2 and the BPF is actively in stage 4).
Has anyone else experienced strange behavior with the BPF after upgrade to 8.2?
*This post is locked for comments
All responses (
Answers (
