SAP Knowledge Base Article - Public

2748511 - Activities are not Copied to the Follow-on Document

Symptom

When copying an opportunity, you find activities are not copied to the new created opportunity.

Environment

SAP Cloud for Customer all Versions

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Opportunities view.
  3. Open an opportunity.
  4. Click on Action>>Copy.
  5. You find activities are not copied to the new created opportunity.

Cause

Activities are specific to the current document and there is no functional use case for it to be copied over to a follow-on document.

The same behavior when you convert a lead to opportunity with an activity, you would see all details except activities are copied.

Resolution

This is the expected system behavior.

As workaround, you can add the activities manually if needed.

Keywords

Copy Activities, copy Opportunity, Opportunity Follow-on, , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-LM , Lead Management , How To

Product

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