SBO Version: 8.82 PL04
Forum,
We are having an issue converting a Business Partner record from 'Lead' to 'Customer'.
If we create a Business Partner as a lead, our sales reps allocate several opportunities…when they close one of these opportunities and change the same Business Partner from a ‘lead’ to a ‘customer’, it’s during this process when they still have ‘open’ opportunities that the problem occurs.
When the lead becomes a customer, the BP Code number should stay the same to ensure any related documents in SAP (i.e. the open opportunities) are still valid…however SAP automatically generates the next sequential number. This results in all open opportunities becoming invalid; we can’t edit, amend, add to, re-assign or work on these at all.
We have no customized numbering series in place and use the system standard 'Manual' option.
Has anyone else encountered this issue?
Many Thanks,
Sarah