2604332 - Logon User Not Automatically Determined as Owner While Creating Accounts or Individual Customers

You have the requirement to make the logon user set automatically as Owner (field in Account header) when creating an Account or Individual Customer, but don't know how to achieve this.

SAP Cloud for Customer.

1. Go to the Customers work center.
2. Click the Accounts/ Individual Customers view.
3. Click the New button.
4. Create a new Account / Individual Customer without filling the field Owner.
5. Save.

The Owner field on the accounts header stays empty.

Please note that an exception exists for this behaviour for Accounts: If you have not scoped Territory Management, then the logon user will be automatically filled for a new Account.

To achieve this requirement, you can create a workflow rule (on Administrator work center), using the action rule "Assign Me as Owner". By activating this action "On Create Only" of an account, the owner will be automatically filled with the logon user. This action can be activated for Business Objects Account/Individual Customer and Contact.

For further information on how Workflow Rules work and how to create one you can refer to the following Help Center documentation:

Configure Workflow Rules

Create a Workflow Rule

account owner, automatic determination, creating account, owner determination, individual customer, logon user , KBA , LOD-CRM-ACC , Account , How To

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