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Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Transfer item requirements from quotation into project - OK-button not enabled

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Posted on by 50

I am trying to transfer "item requirements" into a project by using function "transfer from quotation". In the dialogue presented the item requirements are shown but the "OK"-button do not get enabled.

pastedimage1646296255234v1.png

I have the same question (0)
  • Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    Hi,

    Please select forcast model first and then mark the lines to be transferred.

  • MagnusBjelksjo Profile Picture
    50 on at

    Forecast is not something to be chosen when transferring item requirements. You are thinking of how it works to make transfer to FORECAST.

    But that is not the function i am using,

    I am transferring ITEM REQUIREMENTS:

  • Verified answer
    Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    Hi,

    Alright, i checked the form, and it seems that it is expecting default forecast model.

    you can set the default forecast model in Project parameters.

    pastedimage1646312088403v1.png

    Please check after setting that field. 

  • MagnusBjelksjo Profile Picture
    50 on at

    You are right. I added a default forecast model and the "OK"-button now gets enabled.

    I did not see that one coming. It is not intuitive and i do not understand why this transfer would need a default forecast model.

    But it is like it is.

    Thanks a lot for your finding.

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