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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Create Prospect - type...
Microsoft Dynamics AX (Archived)

Create Prospect - type Customer

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Posted on by Lakshmi Karambakkam 1,307

Hi,

Could some one please guide me how to create prospect of type Customer.

when I am trying to create a new prospect of type customer its throwing an error msg

"Cannot create prospect of type customer or vendor directly."

Please guide me in a detailed way.

Thanks,

Lakshmi

 

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  • Suggested answer
    Biju_John Profile Picture
    Biju_John 601 on at

    Hi Lakshmi

    This is a standard ax behaviour. You have first create a prospect and convert the prospect to a customer. To create a prospect of type prospect, you must have a relation type (Sales & marketing | Setup | Prospects | Relation type) where the table source is relation table). Once a prospect is created, you can covert the prospect to customer using the convert option in the General tab

    Regards

    Biju John

  • Lakshmi Karambakkam Profile Picture
    Lakshmi Karambakkam 1,307 on at

    Hi,

    I created a prospect. Later in general tab, convert to customer is grayed out only convert to vendor option is available. possible reason for this?

    Also how to enable to it ?

    Thanks,

    lakshmi

  • Community Member Profile Picture
    Community Member on at

    Hi

    Go to :

    Sales and marketing > Sales and marketing parameters > Prospect

    You will find a check box to convert automatic

  • Lakshmi Karambakkam Profile Picture
    Lakshmi Karambakkam 1,307 on at

    Hi,

    box is already checked. But that box is to open either a customer or vendor form on converting a prospect.

    But my question was how to ungray the convert to customer option in general tab. Is there any other parameter that needs to be setup?

    Thanks,

    lakshmi

  • Suggested answer
    Biju_John Profile Picture
    Biju_John 601 on at

    In the prospect > Miscellaneous details fasttab, could you please fill in the customer group and check whether 'Convert to customer' is enabled.

    Regards

    Biju John

  • Lakshmi Karambakkam Profile Picture
    Lakshmi Karambakkam 1,307 on at

    Hi,

    I got it. The new prospect for which the party has customer account connected with, only for those convert to customer will be enabled.

    later we need to provide customer group for conversion.

    Thanks for everyone who helped me

    Lakshmi

  • Community Member Profile Picture
    Community Member on at

    Hi

    Sales and marketing > Setup > Prospects > Relation types

    Create new type (don't make the name customer, make it AA) and don't choose customer in relation type, Just let it as it is.

    Then go to create new prospect , Choose the relation type which has been created.

    complete the prospect information.

    then convert it .

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