Symptom
User cannot add a phone call activity to an existing lead.
Environment
SAP Cloud for Customer
Reproducing the Issue
Prerequisite: Users logs into fiori with their User credential.
- Logs into Fiori with User KXXXXXX.
- Go to the Sales Work Center.
- Select the Leads Work Center View.
- Create New Lead for New Account, which is currently not existing. Enter Following details while creating the lead
- Lead Description.
- Name of company
- Last name of contact
- Account type
- Country
- Region
- Save the lead.
- New Lead with ID XXXX is created. Here XXXX represents the Lead ID.
- Close the Lead.
- Go to the Sales Work Center.
- Select the Leads Work Center View.
- Search for the Lead ID XXXX.
- Open Lead XXXX.
- Go to Activities facet.
- Scroll down to Phone Call section.
- Click New to create a Phone call activity.
- Save the phone call activity.
- Phone call activity could not be saved due to the error "Save failed | You are not authorized to change the data".
- User enter the Territory in the phone call.
- Phone call activity could be saved.
Cause
The logged in user has only authorization for the Specific territory and Sub Territories. If user enter the Territory which he is authorized to in the phone call, phone call is saved successfully.
Resolution
Execute following steps to view on access authorization assigned for the user towards phone call activity.
-
Go to Administrator Work Center.
- Go to General Settings Work center view.
- Click on Business Users hyperlink.
- Search for corresponding user who is having the issue.
- Click on Edit to Access Rights.
- Go to Access Restrictions.
- Search the activity Phone Calls.
- Select the row Phone Calls, which has assigned access context 1016 - Employee, Territory, Account, Sales Data.
- Go to Details Restrictions.
- Look on to the territories where user has Read and Write access maintained.
- User should be able to save phone call activities by assigning territories, where they have Read and Write access authorizations maintained on detailed restriction on Access restriction.
Keywords
Leads, Phone Call, Error save failed, territory, access restriction , KBA , leads, phone call, error save failed, , leads, phone call, error save failed , LOD-CRM-LM , Lead Management , Problem