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Upgrading from Below Version 3.2


Upgrading from any version prior to version 3.2 – “Unassigned quantity for one or more Opportunity Products on this Opportunity”

 

Issue Description:

The version 3.2 upgrade includes changes to the source code that are involved in the validation of assigned products associated with an Opportunity. The code is designed to make sure that Non-Inventory products assigned to an Opportunity are excluded from assignment validations as their stock levels don’t change and shouldn’t be included.

 

Cause:

If you’re RIO Inventory was on a version prior to 3.1 before upgrading, and you had Opportunities with Non-Inventory items assigned to them, then the new calculations would cause an error stating “Error: Unable to Comply, There is the unassigned quantity for one or more Opportunity Products on this Opportunity”. This was due to the Non-Inventory item previously adding its count to the total products. Now that you have upgraded, that item has been excluded from the validation but is still appearing in the total of products.

 

Solution:

To update the total number of Opportunity products to the correct amount behind the scenes, you simply need to remove the Non-Inventory products/s from the Opportunity, and then re-add the items.

 

Then you should be able to proceed as needed.

 

Below are two screenshots of one possible location where you would see the error:

– while trying to update the Stage of an Opportunity

– while adjusting the assignment of Products to an Opportunity and the total number of Products assigned is incorrect

 

5.1
5.2

Alternate Solution:

Step 1: Run a report on Opplineitem filtered by Product that are Non-inventoried with Opp ID as one of the display fields

Step 2: Trace the Opportunity and the related Inventory Item and Inventory Assignment for Non-inventoried product

Step 3: Disable RIO Inventory via Configuration

Step 4: Remove the related Inventory Item and Inventory Assignment associated with the Non-inventoried product

Step 5: Enable RIO Inventory via Configuration

 

Note: If there are too many records to be manually removed, use Data Loader.

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