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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Create a new prospect ...
Microsoft Dynamics AX (Archived)

Create a new prospect error

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Posted on by not_so_dynamic 60

Hi,

I'm having trouble trying to create a new prospect.

It happens when I select the Type ID (either Customer or Vendor)

an error message saying "Cannot create prospect of type customer or vendor directly."

pops up.

Any help would be greatly appreciated.

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I have the same question (0)
  • Ian Schofield Profile Picture
    Ian Schofield 393 on at
    RE: Create a new prospect error

    Thanks for the 'developer' answer, it pointed me in the right direction.  Here is how I resolved it via the client.

    Sales and marketing/Setup/Prospects/Relation types

    I had only 'Customer table' and 'Supplier table' Table sources listed.

    Creating a new Type, and selecting the "Relation table" option, and saving.  I can now create new prospects, selecting this type.

    Don't forget to refresh the All Prospects list form below, to see your new Prospect.

  • not_so_dynamic Profile Picture
    not_so_dynamic 60 on at
    RE: Create a new prospect error

    Thanks mate!

  • Verified answer
    Volker Breitkopf Profile Picture
    Volker Breitkopf on at
    RE: Create a new prospect error

    This is "by design". You have to create a prospect of any type with "Table source"="Relation table" first and convert it later (which is said implicitly in the error message because you have to do it in a different step).

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