Is there a way in the Export Control module to set the Denied Party setting for a Customer record that is still a Prospect?
The sales force entered the Customer record and created a Business Opportunity, but during our pre-quote review we discovered the Prospect is a Denied Party. We want to add them to the list to prevent potentially missing this in the future, but when we try to add them to the Denied Party - Customer we get the error Customer 700413 is not of category Customer.
Hi,
Seems you have hit a wall unfortunately.
I think you should raise an idea for this in idea section. Cannot also think of any conflicts of having a prospect in the denied party list, unless IFS has foreseen something.
For the time being, you could consider an extra check at the customer category conversion to Customer from Prospect to check if the customer is denied. If possible, you could consider a custom event for user awareness.
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