Check Tasks - Opportunity/ Quote Entry

Epicor ERP 10
1

Hi, i have issues with task set, I can’t check de milestones in the quote.

  1. Create a new Prospect
  2. Add Opportunity / Quote entry from Salesperson Workbench, the quote open with the correct information,
  3. then I tried tow ways to add the call log, one add call log from Tree > Details > Call log button or Salesperson workbench > CRM calls > add, the tow ways let me add the call
  4. finally when I back to the opportunity /quote entry for check the task the options appear blocked, I can’t check complete, win or lose.
    I really don’t know what I’m doing wrong… help !!

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2

Are you an authorized user of the Assigned To?

3

yes, my user have permission for almost everything

4

Check you task set maintenance and make sure the milestone detail current stage and check the Win or Loss check box enabled. I suspect your missing something in the task set maintenance setup.

5

Make sure you are an authorized user under the quote territory’s primary sales person.