Symptom
Cannot create sales documents from a partner and partner contact.
Environment
SAP Hybris Cloud for Customer HTML5/ Fiori
Reproducing the Issue
We will use partner and opportunity as example.
- Go to the Partners work centre.
- Select the Partner view.
- Open a random partner.
- Select the Opportunity facet.
You can see that the New button is missing, hence you cannot create a new opportunity.
Cause
This is the expected system behaviour.
Resolution
The sales documents facets (Leads, Opportunities) only display the documents within the partner UI, hence you cannot create a sales document from here.
In order to see the sales documents within the partner UI you need to use the following steps:
- Go to the Sales work center.
- Select the Opportunities view.
- Open an existing opportunity.
- Select the Involved Parties facet.
- Click the Add button.
- Choose Partner in the Role field.
- Click the Add button.
- Click the Save button.
You will see the opportunity displayed under the Opportunities facet of the associated partner.
Keywords
Opporutnity, Leads, Partner, Partner Contacts, Creation. , KBA , SRD-MD-BP , Business Partner , LOD-CRM-OPP , Opportunity Management , Problem