Question

Creating Contract Change Order from Sales Contract doesn't get Project ID

  • 17 October 2023
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We are seeing a problem where creating Contract Change Orders from a Sales Order is not populating the Project ID on the CCO, which means that the Forecast option isn’t available automatically.  The workaround is to go to every CCO after creation and manually set the Project ID in the details, which obviously can lead to choosing the wrong project.

We generate a lot of CCOs so this workaround is painful for our admins… is there something we need to adjust or do differently?

In out production environment 22R1.8 the value passes in automatically but in validating Update 22R2.9 (from 22R1.8) we are seeing this problem.

Any ideas if this is intentional and maybe something needs to be adjusted at the Project or Sales Contract level?  Or are we maybe seeing a bug?

Thanks,

Nick


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