2440956 - Sales Unit Value Selection in Sales Quotes Displays Both Sales Unit and Sales Organization

When you create a Sales Quote, you could find both Sales Units and Sales Organization in the value selection of Sales Unit. This sometimes create a wrong entry when the user selects sales org. instead of Sales Unit.

1. Go to Sales work center
2. Select Sales Quotes view
3. Select the value selection for Sales Unit

A sales organisation is always a sales unit but not necessarily the opposite, this is the reason why the sales unit value help shows both.
The system checks that the sales organisation belongs to the sales unit already.

However you can have a naming convention in place for sales units which could define a new value help default set for sales units Sales Units only which would - exclude -units starting with a number.

Note: You can not provide all the highly customizable ERP check in C4C.

KBA , LOD-CRM-EMP , Employee , How To