New user here and we have setup all the posting groups, including inventory, items, customers, vendors, gen business, gen prod., etc.
Trying to create a sales quote for items, selecting item:
"Type must be equal to 'G/L Account' in Sales Line: Document Type=Quote, Document No=Quote123, Line No.=0. Current value is 'item'."
What setup did I missed?
Hi, just adding some info.
If you purchased the SaaS version, you can now customize the system and debug it without a development license.
And, if you recreate the environment, you can import the predenfined data preset by Microsoft and see if there is a problem.
Hope this helps.
Thanks.
ZHU
Hi Zhu,
We only purchased the user license and we are doing the setup and transferring the data ourselves. I guess my solution now is to start fresh. Thanks for trying to help!
No, it is still unsolved.
Hi, There is a similar problem here.
And, I recommend that you let the developer debug it so you can quickly find the problem.
Hope this helps.
Thanks.
ZHU
was this issue solved?
[quote user="Sarah-T"]New user here and we have setup all the posting groups, including inventory, items, customers, vendors, gen business, gen prod., etc.
Trying to create a sales quote for items, selecting item:
"Type must be equal to 'G/L Account' in Sales Line: Document Type=Quote, Document No=Quote123, Line No.=0. Current value is 'item'."
What setup did I missed?
[/quote]Hi, Can you try it in the Demo database? This looks strange.
Or if you're a developer, you can debug it, which might also be a standard control.
Hope this helps.
Thanks.
ZHU
Hi!
Yes, it is the same validation error message for sales quote, sales order, sales invoices; as well as purchase quote, purchase order & purchase invoices.
I am able to select item, but when I choose any of the items on the item list, this error message appears and we couldn't go further.
Hi,
Is this issue is always there for all item and for all customers when you create a sales quote?
If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.
Hello! We followed the assisted setup and imported the item, customer, & vendor lists. We just followed the setup guide online. We have not added any extensions...
Hi
Looks strange, any extension around this? Did you try to debug to check what is generating this?
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