SAP Knowledge Base Article - Public

2742861 - Sales Organization Isn't Determined after Assigning a Lead to the Employee Responsible

Symptom

Sales Organization isn't determined after assigning a lead to the Employee Responsible.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Leads work view.
  3. Search and open the Lead 123 (123 represents the Lead ID).
  4. Click on Edit button.
  5. Add the employee ABC (ABC represents the employee name) as Employee Responsible.

You expect that the Sales Data is automatically determined, however the Sales Organization is not fetched.

Cause

In the Business Configuration is verified that the question “Do you want to enable users to specify, per lead, a predetermined combination of sales organization, distribution channel and division?” is scoped for Lead Management.

The employee ABC and the Account do not have Sales Data defined, therefore, the Sales Organization is empty.

Resolution

In order to determine the Sales Organization once the Employee Responsible has been defined, the user should set an employee's Sales Data. It could be done by the subsequent steps:

  1. Go to the Administrator work center.
  2. Go to the Users work view.
  3. Select Employee sub-view.
  4. Select the Employee ABC.
  5. Click on Edit.
  6. Under Sales Data section, Click on Add Row and maintained the Sales Organization and so on.

See Also

SAP Blog Post - Party Determination (Employee Responsible/Owner) in Sales Documents

SAP Admin Guide - Configure Employees

Keywords

Sales Data, Leads, Sales Organization, Determination. , KBA , LOD-CRM-LM , Lead Management , How To

Product

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