Symptom
What is the purpose of the Internal flag in the Involved Parties for Opportunities?
Environment
SAP Sales Cloud
Reproducing the Issue
-
Go to the Business Configuration work center.
- In the search box, type Opportunities and press Enter OR click in the Go button.
- Open the Opportunities hyperlink in the Configuration Element results table.
- Open the Maintain Involved Parties hyperlink.
You wonder what is the behavior of the Internal column.
Resolution
The Internal flag is used to include the party role in the Sales Team facet of the opportunity in case this role category is of type Other Party.
In the case the role is a Partner Contact Party, it will be included in the Sales Team facet of the opportunity without the need to flag it as Internal. Explicitly, if the role category of the role is any of the following, it will be displayed in the Sales Team list automatically: Employee Responsible Party, Sales Employee Party, Partner Contact Party, Employee Responsible (Account Hierarchy), Approver Party or Account Team Member.
Party types that are not listed above are always displayed in the Involved Parties facet, even if the Internal flag is set.
The Party Role Category (Other Party or Partner Contact) can be seen in the Party Role Definition Business Configuration Fine-tuning Activity, in the Party Category column.
Keywords
Opportunity ; Involved Parties ; Party Role Definition ; Internal ; Business Configuration ; , KBA , LOD-CRM-OPP , Opportunity Management , How To