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"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
How to resolve error “The plan creation type Project Progress requires a job or customer"?
Hi Team
We have five sales orders those got created 7 years ago. For those sales orders, there is a particular SKU (SKU 10532) attached. In this SKU “REVENUE RECOGNITION RULE” is set as Project Percent Complete , “CREATE REVENUE PLANS ON” is set as Project Progress and create project checkbox is checked.
For these five sales orders, got invoiced and receive the payments and all the related transactions were closed in 2016, but they didn’t create any projects for these sales orders, and now there is no requirement to create projects for these sales orders.
The problem is “Update Revenue Arrangements and Revenue Plans” screen showing an error message as “The plan creation type Project Progress requires a job or customer. Add a job/customer, or change the plan creation type.” for these sales orders.