Document number: 21054

 

The Customer1 user has received an error containing the text " Error saving Component Interface."

Certain operations, such as cloning a lead or converting a lead to an opportunity, invoke a PeopleTools object called a Component Interface. As part of this process, data validation occurs.

If you receive a "component interface" error, you are most likely working with a converted lead from the VanSales system that does not have information required in PS8 CRM.

To resolve the problem:

1. Open your lead and click on the customer name. This opens a new browser window, and displays the customer record of the client you are working on.
   
   
2. On the Maintain Customer page, expand the Company Profile section by clicking on the arrow beside the " Company Profile" name.
   
   
3. When the section expands, check the Industry ID, Type, and Annual Revenue fields. These are required fields. Update any that are empty, and save your customer record.
   
   
4. Close the browser window with the customer record, and go back to your browser with your lead.

You should now be able to clone and convert your lead.

When you are converting a Lead to an Opportunity, be sure to follow the correct combinations for Estimated Close Date and Forecast Type:

• Closed, Commit, Stretch, and Upside can have an Estimated Close Date only within the current quarter.
  
  
• Pipelines A, B, and C can have Estimated Close Date in future quarters.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 08/03/2001
Revised: amq 10/19/2001