2635924 - Sales Support Block Functionality

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

SAP Cloud for Customer

1. Go to the Customers work center.
2. Go to the Accounts view.
3. Open Account 123 (where 123 is the Account ID).
4. The Sales Support Block checkbox shows in header.
5. Navigate to the Sales Data facet.
6. The Sales Support Block checkbox is shown for each line item in the Sales Data.

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

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 data. For example, if sales support block is maintained for Sales Org A, Distribution Channel B and Division C, then if the sales document is created with this combination, the system will not allow to save the document.

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.

Also, once the Account has Sales Support Block enabled, the Account it will be not visible in UI. Only if using advanced search and selecting the Sales Support Block flag to search for the desired Account.

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