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CRM - Known Issues

Known issues and quirks related to Job Costing.

An issue appearing in this list does not guarantee development priority. If you are having issues caused by a known issue please have your implementation partner raise a case referencing the Issue ID.

By repeatedly converting an opportunity with non existent stock codes, CRM can confuse itself about line statuses.

Issue ID: EXB-6749

Using non existent stock codes in opportunities and then proceed to convert them into jobs leads to errors.
By doing so they receive a QuoteQuery: Dataset not in edit or insert mode error.

If this is repeated, the conversion works on a 2nd attempt if Job Costing is Open.  But:

  • Lines up until the missing Stockcode will change status to JOB in the Opportunity

  • Only Opportunity Lines after the missing Stockcode will appear on the Job Quote tab.

Users will see the following error if this happens:

Error: QuoteQuery: Dataset not in edit or insert mode


Workaround

Ensure stock codes exist before converting quotes into jobs.

Task/Activity screen no longer has a vertical scroll bar for the note field.

Issue ID: EXB-6773

If a large amount of text is entered into an activity, the latest releases (2020+) do not correctly show a vertical scrollbar correctly.

This can make it difficult to work with large notes.

Workarounds

  1. Use the arrow keys to navigate the note field
    OR

  2. Use CTRL + A to select all text, and paste into a text editor to edit large blocks of text.

Lookup status ignored on quote conversion depending on stockcode case. (Resolved 2023.3)

Issue ID: 6629

Resolved in 2023.3

It was possible to enter a stockcode not in uppercase in the CRM screen. If this was done, when quote was converted to Job Costing the lookup recoverable setting would be ignored and a cost might be retained. This has now been corrected.

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