2667987 - Sales Organization Field Not Determined in Follow-Up Sales Quote from Opportunity

You have an opportunity with Sales Organization field filled. When creating a follow-up sales quote from this opportunity, the Sales Organization from opportunity is not displayed in the sales quote.

SAP Cloud for Customer

1. Go to the Sales work center.
2. Open the Opportunites view.
3. Search for Opportunity ABC (where ABC stands as ID of an opportunity with sales organization field filled).
4. Open Opportunity ABC.
5. Go to the Sales Documents view.
6. Click in the New button.
7. Notice the Sales Organization field not filled (if available in the Sales Quote Quick Create).
8. Fill the required fields.
9. Click in save and open button.

In the Sales Quote, you will notice the sales organization field not determined.

In the opportunity ABC, the Sales Unit and Sales Organization were manually entered by a user, not determined automatically. Thus, in the follow-up sales quote the Sales Organization will not be determined automatically. Manual entries override party determinations, including for follow-up documents.

If you need a custom logic to determined automatically a sales organization in a follow-up sales quote from opportunity with sales organization/sales unit information manually entered by an user,  you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center.

You can find more details about the services offered by Cloud Service Center on https://www.sap.com/services/application-development.html . You can contact Cloud Service Center as follows:

1. If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder
2. If you are a customer: please use the little blue box “Contact Us” shown on the very right hand side of https://www.sap.com/services/application-development.html, choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page

Note: The services of the SAP Cloud Service Center will be charged as packaged services based on fixed prices.

An alternative option may be to check the SAP Customer Influence Site to submit an idea: https://influence.sap.com/SAPCloudforCustomer

Sales Quote ; Opportunity ; Sales Organization Field; Determination; , KBA , LOD-CRM-OPP , Opportunity Management , LOD-LE-CQP , Customer Quote Processing , How To