SAP Knowledge Base Article - Public

2623688 - Bidirectional Relationship In C4C

Symptom

The bidirectional relationship is not working as expected in C4C.

Reproducing the Issue

  1. Go to Business Configuration work center.
  2. Go to Implementation Projects view.
  3. Click on Open Activity List.
  4. Open activity General Business Partners.
  5. Click on Maintain Relationships link.
  6. Click on Add Row and create a custom Relation Type 'ZRelationship'(where ZRelationship is Relationship name for custom Relationship Type).
  7. Make sure Directional Relationship checkbox is marked(thus you are creating  a bidirectional relationship type).
  8. Maintain all the required details and save the changes.
  9. Now go back to activity list and open Activity Party Role Definition.
  10. Create on Add Row and create a custom party role 'ZParty'(where ZParty is the name of Custom Party Role).
  11. Here under Relationship Type column use the ZRelationship(the custom Relationship type which you created).
  12. Save the changes.
  13. Now open Leads activity and click on Maintain Involved Parties hyperlink.
  14. Click on Add row to add the party role 'ZParty'.
  15. Mark this as Active and Save the changes.
  16. Go to Sales work center.
  17. Navigate to Leads view.
  18. Create a new Lead(or open an existing Lead).
  19. Navigate to Involved Parties facet.
  20. Click on Add and select the party role 'ZParty',select Account XYZ(where XYZ is an Account) and click Save.
  21. The party role 'ZParty' is shown under Involved Parties facet in Leads.
  22. Now from the Involved Parties facet click on Account XYZ corresponding to ZParty.
  23. For XYZ Account , navigate to Relationships facet.

The relationship with Lead is missing although you have maintained bidirectional relationship.

Cause

Business partner relationship is to establish two-way relationships between 2 Business Partners and not between Transactional object(Lead) and master data (Account).

In general Business Partners can be inherited from Master Data to Transactional Data via party determination rules and not vice versa.

You cannot update Master Data(Account) using Transactional Data(Lead).

Resolution

This is the expected and correct system behavior.If you want the data to be reflected, you will have to maintain Relationship in Account(in other words maintain master data) and than this will be reflacted in Lead's Involved Parties.

Keywords

Relationship,Involved Parties , KBA , lead , involved parties , relationship , party role , LOD-CRM-LM , Lead Management , Problem

Product

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