SAP Knowledge Base Article - Preview

2765238 - Routing Rule Does Not Assign Tasks and Survey Based in the Sub Unit

Symptom

You have an Activity Planner configured to assign Tasks and Surveys based on the Organizational Unit XYZ (XYZ represents the name of the Organizational Unit), however, the Account XYZ (XYZ represents the name of the Account) is assigned to a higher level of the maintained Organizational Unit configured in the Routing rule and you expect the system to consider and assign the desired Tasks and Surveys.


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Environment

SAP Cloud for Customer

Product

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

Keywords

Activity Planner ; Organizational Unit ; Parent Unit ; Routing Rule , KBA , LOD-CRM-ACT , Activities , LOD-CRM-ACT-ROT , Activity Routing , LOD-CRM-PM-SLS , C4C Product Management - Sales , How To

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