Just upgraded to Kinetic, and when creating a sales order, the system is giving an error. Once we add a contact for that account, the system will allow a line to be added to the order (new or existing order). Does anyone know how to turn that off and not require a contact on the account to be able to enter a line on an order for that account?
I don’t believe that to be a system requirement.
Do you have any BPMs in place that would trigger this error? What are the error details?
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Error “language” might reveal if it’s BPM-related or base. Here’s our Customer screen…there is a “No Contact” field but that pertains to inclusion/exclusion on marketing emails according to the field help. Not sure if there’s anything in Company/Site Config that involves Contacts either…
Thank you for your response! We have not had the issue again, but I feel as if it will happen again soon, we just went live on Kinetic on Monday from 10.2.700.52 and our order entry screen is loaded with a couple of BPM’s that has caused us to lock it down to Classic view. That’s probably the culprit. We are going to try to strip these down a bit, as Kinetic has new features that we can’t see by continuing to use classic. I do appreciate your response. Thank you so much.
I believe it to be caused by a BPM as well. We have a lot of BPM’s in our order entry, and we just went live on Monday from 10.2.700.52. We are locked into Classic view right now, but i think it’s in our best interest to transition to Kinetic and rework the BPM’s. Thank you so much for your response, truly appreciated!