SAP Knowledge Base Article - Public

2502703 - YTD Revenue and Active Pipeline have no values in Account header screen.

Symptom

YTD Revenue and Active Pipeline have no values in Account header screen.

Reproducing the Issue

  1. Go to the Customer Work Center
  2. Select the Accounts view
  3. Select and open any account
  4. You can see YTD Revenue and Active Pipeline fields are showing zero value in the Header section.

Cause

The Account’s opportunity facet have an expected/weighted value in currency XYZ. To show the cumulated value in the account header screen, a currency conversion is done to the target currency ABC. But as no exchange rates are maintained in the system, this currency conversion is failing.

Note: XYZ and ABC represent currencies.

Resolution

Please maintain the exchange rates under "Administrator" work center using "Exchange Rate for Foreign Currencies".

Kindly follow the below steps:

  1. Go to the Administrator work center
  2. Go to the Common Tasks view
  3. Click on hyperlink 'Exchange Rate For Foreign Currencies'
  4. Click on Add Row
  5. Enter the Source Currency XYZ and Target Currency ABC
  6. You must enter the Bid, Middle and Ask rates
  7. Save. 

Keywords

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

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions