SAP Knowledge Base Article - Public

2814742 - Sales Employee not considered for My Quotes filter

Symptom

Your expectation is that sales quotes to which you are assigned within Involved Parties are listed on the sales quote overview after selecting the 'My Quotes' filter.

Environment

SAP Cloud for Customer

Reproducing the Issue

Business user ABC (ABC represents the name of the business user) is assigned to sales quote XYZ (XYZ represents the ID of the sales quote) as - for example - Sales Employee, within the Involved Parties.

  1. Go to the Sales work center.
  2. Go to the Sales Quotes view.
  3. Select filter My Quotes.

Sales quote XYZ is not listed on the overview.

Cause

This behaviour is expected. The filter My Quotes shows only quotes where your business user is assigned as Owner.

Keywords

My Quotes, Sales Quotes, Sales Employee, Owner, Filter , KBA , LOD-LE-CQP , Customer Quote Processing , Problem

Product

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