2848944 - Parties not being copied from the preceding document when there is a follow-up or copy of a document

When you check a sales or service activity in the Business Configuration (for example, the Opportunity activity) and check a party determination, you will see the sentence "Note that in the first determination step, parties are generally copied from the preceding document if there is a follow-up or copy of a document."

However, when you create a document (i.e. an opportunity) from inside another document (i.e. Ticket), you realize that this note is not being applied and the first active step is the one that is being applied.

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sales documents, opportunity, sales quote, sales order, party determination, ticket, sales org, owner, , KBA , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-SRP , Service Request Processing , How To