SAP Knowledge Base Article - Public

2744943 - It is Not Possible to Change the Default Query for the Ship-to Field

Symptom

After choosing an Account within the Sales Quote, Sales Order or Ticket Quick Create screen, the Ship-to field default query is automatically set to 'Related to Account' and cannot be changed.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales > Sales Quotes/Sales Orders or Service > Tickets view.
  2. Select the New button.
  3. Select the desired Account.
  4. Now open the Ship-to field value help.
  5. The 'Related to Account' query is set as default.
  6. Now open the advanced filter.
  7. Select the Organize Queries button.
  8. Set the All query as default, or create a custom query to setas default.
  9. Save the changes.
  10. The 'Related to Account' is still shown by default.

Cause

For the Ship-To field in QC screen, it is not possible to set "All" or any other custom query as default.

This behavior is designed considering the real world business use case, whenever certain documents are being created for an Account, it would be logical that Ship-to from that Account would be added as involved party, ensuring the communication is easier and quicker.

The query can only be adjusted if there is no Account selected, so only then the filter “All” be displayed. If an Account is already selected, by standard behaviour the first query is 'Related to Account' and this behavior cannot be changed.

Also, If a custom query is created, for example using the 'Related To' field from advanced search. Please note system cannot automatically fill this field according to the Account selected.

Resolution

This is the expectd system behavior.

If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

See Also

The idea has already been posted on the Customer Influence Site. Reference ID: 140404.

Keywords

displays, display, shown, showed, shows, unable to, not able to, can't, impossible, not changeable, not changing, defaulting , KBA , 'related to account' , query , ship-to , organize queries , sales quote , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-SRP , Service Request Processing , LOD-LE-CQP-CO , Lean Sales Orders , Problem

Product

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