CRM activity troubleshooting
Goal
Resolve common blocks when working with crm activitys.
Who it is for
clerk
Preconditions
- You are signed in to the correct tenant.
- You have permission for this action.
Steps
- If save returns 422, read the validation message (missing party, closed period, stock policy, permission).
- Confirm the period is open and the module is enabled for your tenant.
- Check that items/accounts exist and the user role includes create/post rights.
- If stock blocks posting, receive stock or adjust policy with an admin.
Result
You can unblock the document or escalate with a clear error.