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
- Go to the Sales work center.
- Go to the Opportunities view.
- Open an opportunity.
- Click on Action>>Copy.
- 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