2545838 - Address Information is Missing for Contact in Visit

When you add contacts to visits, the Address Information is missing. You want to know how the Address Determination works.

SAP Sales Cloud

1. Go to the Visits work center.
2. Select the Visits view.
3. Open any visit.
4. Navigate to the Contacts facet.
5. Select the Add button.
6. Choose the OVS in the Name field.
7. Search for the Contact ABC (ABC represents the contact name).

Result: no address shows up for ABC in the Contacts facet of the visit.

If a contact has no address maintained, no address can be pulled. However, only the business address of a contact with relationship to the account maintained in the visit will be automatically pulled.

Example:

 

Master data:

Account A1 has contact C1 (A1, A2, etc. stand for account names, C1, C2, etc. represent contact names).

Account A2 has no contact.

Documents:

• If the contact C1 is used as contact (not a party) in a document with account A1 -> business address of C1 for A1 is used.
• If the contact C1 is used as contact (not a party) in a document with account A2 -> private address of C1 is used.
• If the contact C1 is used as party (not as contact role) in a document with A2 -> business address of C1 for A1 is used.
• If the contact C1 is used as party (not as contact role) in a document with A1 -> business address of C1 for A1 is used.
• If the contact C1 is used as party (not as contact role) in a document without account -> business address of C1 for A1 is used.

The contact address is derived from its relation to the parent party.

In cases where a contact C2 has relations to accounts A1 and A2 and the contact is entered before an account (parent party) is available we have the following logic:

1. No main flags set in the relationships with A1 and A2: randomly either the A1 or A2 business relationship address is used.
2. Main or main reverse flag is set e.g. for the relation with A2: randomly either the A1 or A2 business relationship address is used.

In cases where a contact C2 has relations to accounts A1 and A2 and maybe to more accounts and the contact is entered as party (not as contact role) the same logic is applied; this means, randomly one of the business relationship addresses is used.

In cases where a contact C3 has no relations to any account randomly a private address of the contact is used.

If no address at all is maintained, maintain the address for the contact and if relevant, create a relationship between account and contact.

If you want to maintain the address for a contact who has no relationship to the visit's account, you can manually select it:

1. Go to the Visits work center.
2. Select the Visits view.
3. Open any visit.
4. Navigate to the Contacts facet.
5. Add contact ABC who has no relationship to the visit's account.
6. While in Edit mode for the visit, click the OVS for the Address Selection column.
7. Select the address as required.
8. Save. 

Party Determination, contact, visit, address selection, relationship, account , KBA , LOD-CRM-ACT-VST , Visit Planning , How To

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