SAP Knowledge Base Article - Public

2635924 - Sales Support Block Functionality

Symptom

You want to know how the Sales Support Block checkbox works at header level as well as in the Sales Data facet of an Account.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Customers work center.
  2. Go to the Accounts view.
  3. Open Account 123 (where 123 is the Account ID).
  4. You can see the Sales Support Block checkbox in header.
  5. Navigate to the Sales Data facet.

You will be able to see the Sales Support Block checkbox for each line item in the Sales Data.

Cause

The account in question has a block that forbids the creation of that type of document.

Resolution

The Sales Support Block at header level, If this indicator is set, a user is not allowed to create Leads, Opportunities, and Activities for this account.

The Sales Support Block in the Sales Data facet will block the documents, but only those created for that particular sales organization.

In case of integration with ERP/CRM, such blocks are replicated to C4C.

That is why the system does not instantly prompt the error message ("Sales Support block set for...") while trying to create a new sales document or Activity since it is waiting to check it against the sales data combination.

Keywords

Account,Activity, block, *Sperre für * mit Rolle Kunde in Stammdaten festgelegt. , KBA , e-mail , task , phone call , LOD-CRM-ACC , Account , LOD-CRM-ACT , Activities , LOD-CRM-LM , Lead Management , LOD-CRM-OPP , Opportunity Management , Problem

Product

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