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Find the “Update Revenue Elements” process type error transactions

edited Jun 2, 2025 2:54PM in CRM 3 comments

Hi Team,

When we run the “Update Revenue Arrangements and Revenue Plans,” it says the “Update Revenue Elements” process type has 49 errors.

When we click the “message”, it says
2 - The Event-Percent Complete amount source requires a percent complete creation type. Change either the creation type or the amount source to the correct value.
47 - The plan creation type Project Progress requires a job or customer. Add a job/customer, or change the plan creation type.

When we click “submission status,” it does not display anything.

Our finance department is requesting the related sales orders and line items for these 49 errors. Is it possible to create a saved search to identify the associated sales orders and line items? Alternatively, is there another way to find the related transactions?

Janakan

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