2586507 - Sales Data Based Custom Party Roles Are Not Determined in Follow up Sales Documents

Sales data based custom party roles are not determined in follow-up sales documents.

SAP Cloud for Customer

We will use Account and Opportunity as examples.

Pre-requisites:

You have already created a custom party role and activated it as Involved Party for Opportunities.

1. Go to the Customers work centre.
2. Select the Accounts view.
3. Search and open account ABC (ABC represents the name of the customer).
4. Select the Opportunities facet.
5. Click the New button and create a new opportunity.
6. Select the Involved Parties facet in the newly created Opportunity.

You can see that the custom created party role was not determined.

The custom created party role was not determined because when you created the party role you flagged the Sales Data checkbox, which means that it is a sales data based custom party role and the sales data needs to be the same in both the account and the sales document.

In order to solve the issue you have to adjust the opportunity’s sales data so that it matches the account’s sales data.

Custom Party Role, Opportunity, Sales Documents, Sales, Data, Follow, Up, Follow-up, follow-up, followup , KBA , opportunity , involved parties , custom party role , LOD-CRM-OPP , Opportunity Management , LOD-CRM-ACC , Account , Problem

SAP Cloud for Customer add-ins 1802 ; SAP Hybris Cloud for Customer add-ins 1711