When You Create Opportunity From A Contact, The Incorrect Account Is Associated To The Opportunity
Last updated on JANUARY 13, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 184.108.40.206.0 and later
Information in this document applies to any platform.
On : 220.127.116.11.0 version, Accounts, Contacts, Households
Edit contact: Start with Test Contact , associated to Account Test Account 1
We go to Opportunity tab.
We click Create Opportunity, and automatically Test Account 1 is the Primary Contact and Test Account 1 is the Account.
This is as expected.
We now change the Account Test Contact is associated to, from Test Account 1 to Test Account 2
We click Save. We can see Test Account 2
Go to Opportunity tab and click Create. Account field has Pinnacle Technologies (the old account) populated
The correct account name to be associated.
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms