After you convert a lead to an opportunity, Microsoft CRM 1.2 uses "System Calculated" for the Revenue option even though "User Provided" is set as the default value (901016)


The information in this article applies to:

  • Microsoft CRM 1.2

SYMPTOMS

After you convert a lead to an opportunity in Microsoft CRM 1.2, the program uses System Calculated as the default value for the Revenue option even though User Provided is set as the default value on the System Customization page.

CAUSE

This behavior occurs when the following conditions are true:
  • You installed the hotfix that is described in the following article in the Microsoft Knowledge Base:

    891198 The "Revenue" option does not use "User Provided" as the default value when you convert a lead to an opportunity in Microsoft CRM 1.2

  • When you converted the lead to an opportunity, you selected any one of the following check box combinations:
    • The Opportunity check box and the Contact check box
    • The Opportunity check box and the Account check box
    • The Opportunity check box, the Contact check box, and the Account check box

RESOLUTION

Microsoft CRM has a fix for this problem that is part of a cumulative update. The cumulative update information is described in the following Microsoft Knowledge Base article:

904435 Update Rollup 2 is available for Microsoft CRM 1.2

STATUS

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

MORE INFORMATION

To locate the Revenue option in Microsoft CRM 1.2, follow these steps:
  1. From your Home page, click Settings.
  2. Click System Customization.
  3. Click Opportunities.
  4. Click Customize Form.
  5. Click Revenue, and then click Change Properties.
  6. Click the Values tab. In the Default Value list, click either System Calculated or User Provided.
For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:

824684 Description of the standard terminology that is used to describe Microsoft software updates

887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

Modification Type:MinorLast Reviewed:7/25/2006
Keywords:kbMBScustomization kbMBSMigrate kbQFE kbHotfixServer kbpubtypekc KB901016 kbAudEndUser
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