SAP Knowledge Base Article - Public

2573319 - Error Message "'Please Enter a Reference Document Item Type" in Opportunity

Symptom

User faces the following error when opening an Opportuntiy - 'Please Enter a Reference Document Item Type'.

Environment

SAP Cloud For Customer

Reproducing the Issue

  1. Go to Sales work center.
  2. Choose the work center view Opportunity.
  3. Find XYZ (XYZ represents opportunity ID).
  4. Open the opportunity and notice that the error 'Please Enter a Reference Document Item Type' is displayed.

Cause

Scoping Question not checked in Business Configuration.

Resolution

  1. Go to Business configuration work center.
  2. Choose the Project.
  3. Edit the project scope.
  4. Go to scoping step.
  5. Choose sales view.
  6. Choose sub view Product and Service Portfolio for Sales.
  7. Choose Sell Standard Products and select the check box.
  8. Choose next and finish the scoping.

Please note that the error message will continue for already affected Opportunities because the added product has missing data. If you must re-use existing opportunities, those can be fixed by below steps:

  1. Perform the scoping change, which is a pre-requisite for any solution.
  2. Delete existing products from the existing opportunities.
  3. Re-add the products to the opportunities.

This can be done in mass fashion using Data Workbench with the Opportunity Product object.

Keywords

Cloud For Customer, Opportunity, Please Enter a Reference Document Item Type, Scoping, Error, Sales , KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

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