Symptom
You are not able to add Products section on Opportunity quick creation even via adaptation mode.
Environment
SAP CLOUD FOR CUSTOMER 1711 / 03
Reproducing the Issue
-
Go to the Sales work center.
- Go to the Opportunities view.
- Click on Adapt --> Edit Master Layout.
- Click on New button.
- Put your mouse arrow on any field until it gets yellow.
- A sub-menu will appear, click on Plus button and then on Add Section.
- There is no Products section on the quick create.
Cause
This is occurring because the question "Do you want to add products during opportunity creation?" is not scoped.
Resolution
-
Go to the Business Configuration work center.
- Go to the Implementation Projects view.
- Select the current project.
- Click on Edit Project Scope.
- Go to the step 4: Questions.
- Expand Sales element.
- Expand New Business sub-element.
- Select Opportunities.
- Check the question "Do you want to add products during opportunity creation?".
- Save it.
Now you will be able to add the Products section on Opportunity creation via adaptation mode.
Keywords
Opportunity; Quick; Create; Product; Section; Question; Business Configuration; New; Creation; , KBA , LOD-CRM-OPP , Opportunity Management , How To
Product
SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions