Troubleshoot a request conversion
Check customer/property, status, currency/price, target permissions and existing linked record.
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Check customer/property, status, currency/price, target permissions and existing linked record.
- Do not create duplicate contract/invoice records manually.
- The issue is resolved or can be escalated with a precise record reference and reproducible error.
Fields, rules and limits
- Do not create duplicate contract/invoice records manually.
- Conversion first checks Edit access to the source request and its customer/property scope. Opening the resulting record also requires the relevant Contracts or Invoices View/View Own permission. Check the existing link before retrying conversion.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Do not create duplicate contract/invoice records manually. Conversion first checks Edit access to the source request and its customer/property scope. Opening the resulting record also requires the relevant Contracts or Invoices View/View Own permission. Check the existing link before retrying conversion.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.