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Microsoft Dynamics CRM (Archived)

Project service: business process error when creating an opportunity

Posted on by 34,475

Hi,

  this seems to be a bug in the project service module - when creating an opportunity using the "project service" form, I'm getting an error, but I'm only getting it if I'm changing the currency. Here is how it works in my case (Dynamics 365 online trial):

- Start creating a new opp

- Switch to the "Project Information" form - it's still "Canadian Dollar" currency at this point

- Select the account - that's when opportunity currency gets changed to US dollar for whatever reason (that does not happen for the regular "opportunity" form, btw)

- So, change the currency back to "Canadian Dollar"

- Try to save the opportunity - this causes the error below (yes, I can get around it by choosing a value for the product price list)

8738.error.PNG

 <Message>Value cannot be null.
Parameter name: You must select a price list before saving</Message>
  <Timestamp>2017-04-04T01:33:59.7705357Z</Timestamp>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText>

[Microsoft.Dynamics.ProjectService.Plugins: Microsoft.Dynamics.ProjectService.Plugins.PreOperationOpportunityCreate]
[73c90eb3-db06-454b-8da7-6e1de534a96c: cc56b9bb-ce7c-4b0d-b984-f0f5f7fdc19f]
Entered Microsoft.Dynamics.ProjectService.Plugins.PreOperationOpportunityCreate.Execute(), Correlation Id: bd808316-8cb5-41e0-a1e1-63e0c161853e, Initiating User: 99e91812-1bda-4d26-853f-7505312fdbbd
Exiting Microsoft.Dynamics.ProjectService.Plugins.PreOperationOpportunityCreate.Execute(), Correlation Id: bd808316-8cb5-41e0-a1e1-63e0c161853e, Initiating User: 99e91812-1bda-4d26-853f-7505312fdbbd

</TraceText>
</OrganizationServiceFault>

*This post is locked for comments

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Project service: business process error when creating an opportunity

    Hi Prashant,

    I realize there is a workaround - that's what I mentioned in the original post. What I am asking is , really, why it's needed. This error does not happen if I keep us dollar currency in the scenario above.. and the price list stays empty, BTW. Besides, the currency does not actually change to us dollar on the regular opportunity form when I select the account - my default currency is CAD, and it stays there. It seems project information form is somewhat inconsistent, so it might just be a bug unless I am missing something

  • PS Profile Picture
    PS 23,577 on at
    RE: Project service: business process error when creating an opportunity

    Add price list lookup on 'Opportunity Project service Form' and then fill it while creating opportunity

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