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Sales Quotes Question

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Posted on by 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?

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Dynamics 365 Business Central

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YUN ZHU 74,036 Super User 2024 Season 2 on at

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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.

Hope this helps.

Thanks.

ZHU
Sarah-T 5 on at

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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 5 on at

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RE: Sales Quotes Question

No, it is still unsolved.
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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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 15 on at

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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?

[/quote]
Suggested answer

YUN ZHU 74,036 Super User 2024 Season 2 on at

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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 5 on at

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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.
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Vaishnavi J 3,056 on at

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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 5 on at

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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 on at

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RE: Sales Quotes Question

Hi

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