on 02-09-2016 3:47 AM
Experts
I got a question from our business that it is possible save lead with out entering prospect number ?. for some reason, to add some flexibility to lead process, we should save lead without entering prospect number and latter prospect number will be entered ?.
If I try to save lead with out entering prospect number currently it is giving error, can you help me to understand how I can overcome this issue ?.
Thanks in advance.
Hi Rusheek,
it's fairly easy to set the mandatory option for a field. Just find the correct component and view via the F2 Help in the WebUI, start the Component Workbench and navigate to the Configuration Tab.
There you can click on a field and check the Mandatory Box or disable it.
See my attachement for further reference:
Regards,
Markus
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Markus , Thanks , I unchecked the box as you mentioned, and also I made zero in partner procedure for number of partner function. and also unchecked the change button in partner procedure. But still it displays red message that 'prospect is missing' , however, it allow me to save lead document .
any idea how to nullify this red error message?. thanks
Hi,
in order to get rid of the error message you would need to adapt the Partner Determination Procedure for Opportunities.
Inisde the customizing pick you Partner Determination Procedure and there the Business Partner (Prospect). There you need to change the "No. of Occurences (Lowest)" to 0, refer to my attached Screenshot:
The question is, does an Opportunity without a Prospect make any sense business wise? Nevertheless, this is the procedure to adapt this functionality.
Regards,
Markus
Hi,
sorry, the 0 is not a plausible input, just leave the field blank, this won't generate an error message.
Furthermore, I've found this KBA: 2206792 - Mandatory Partnerfunction in WEBUI which describes the exact same case and tells you how to resolve it.
Regards,
Markus
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