Create a Billing from an Opportunity

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2 comments

  • Tony

    Rebecca,

    The new release Amaryllis resolves this. Please submit a request to be upgraded right away to Amaryllis.

    Thanks,

    Tony

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  • Rebecca Ralls

    There is a new validation Rule on the Billing object in 3.13.2 that checks whether an Opportunity is closed by verifying the stage name instead of just checking that the IsWon flag is true.

    This will cause problems for any customer who has named their stages anything other than the default.

    Prevent_Create_Opportunity_Closed_Won:  

    Criteria: 

    AND(
    ISNEW(),
    NOT(ISBLANK(AcctSeed__Opportunity__c)),
    NOT(ISPICKVAL(AcctSeed__Opportunity__r.StageName, 'Closed Won'))
    )

    Should be:

    AND(
    ISNEW(),
    NOT(ISBLANK(AcctSeed__Opportunity__c)),
    AcctSeed__Opportunity__r.IsWon = False
    )

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