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Sales Quotes Question

Posted on by 5

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?

pastedimage1665611138741v2.png

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,612 Super User 2024 Season 2 on at
    RE: Sales Quotes Question

    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.

    pastedimage1667516743995v1.png

    pastedimage1667516761591v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Sarah-T Profile Picture
    Sarah-T 5 on at
    RE: Sales Quotes Question

    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!

  • Sarah-T Profile Picture
    Sarah-T 5 on at
    RE: Sales Quotes Question

    No, it is still unsolved.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,612 Super User 2024 Season 2 on at
    RE: Sales Quotes Question

    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

  • Sujay Shetty Profile Picture
    Sujay Shetty 15 on at
    RE: Sales Quotes Question

    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?

    pastedimage1665611138741v2.png

    [/quote]
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,612 Super User 2024 Season 2 on at
    RE: Sales Quotes Question

    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

  • Sarah-T Profile Picture
    Sarah-T 5 on at
    RE: Sales Quotes Question

    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.

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,056 on at
    RE: Sales Quotes Question

    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.

  • Sarah-T Profile Picture
    Sarah-T 5 on at
    RE: Sales Quotes Question

    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...

  • jerome77 Profile Picture
    jerome77 on at
    RE: Sales Quotes Question

    Hi

    Looks strange, any extension around this? Did you try to debug to check what is generating this?

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