Unable to make an opportunity a live job

Dave Harvey -


Unable to make an opportunity (a job at quote status) live.

Error message: 



It could be that your user account permissions do not allow you to create live jobs.

It could be that the client (your customer) is still a prospect. You cannot create a live job for a prospect - your customer must be a full client. You will be asked for an account code when you promote a prospect to a client - this should match the code used in your accounts system.


Change your user permissions (contact your local Synergist administrator) and make sure your customer is a full client in Synergist.

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