2744788 - Territory Owner of a Territory Assigned to an Account Does Not Have Access to Opportunities Linked with this Account

The employee maintained as Territory Owner in the header of the account ABC (ABC represents the Account ID) does not have access to opportunities linked to this account, if these opportunities are maintained in another territory.

SAP Cloud for Customer

1. Go to the Customers work center.
2. Go to the Accounts view.
3. Open the Account ABC where you are the Territory Owner.
4. Go to the Opportunities facet.
5. You cannot see the opportunities linked to this account that are maintained in a territory different than the account's territory.

However, you are expecting to see these opportunities since you have restricted access for Opportunities based on the restriction rule 12 - Employee, Accounts (Account and Territory Team).

Opportunity access via Territory Team will work only if the territory where employee has access is linked to the opportunity.

Same is the case for access by Account Team: related account must be maintained in opportunity.

Territory Owner is not part of Account Team. Access for this comes via territory assignment in the respective document.

This is the expected system behavior.

You need check and update territories in Opportunities with the account's territory as well, if needed or allow access to the user to the territory maintained in the document.

Access Restriction, Opportunities, Territory Owner, Account, Restriction Rule 12 , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-ACC , Account , How To

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