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
Use the arrow keys to navigate the note field
ORUse 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.