SAP Knowledge Base Article - Public

3042573 - Activity Advisor in not adding any Tasks in Opportunities

Symptom

You see that despite of configuring the sales phases and sales cycles, the opportunity does not show any activities under the sales activities facet.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales workcenter
  2. Go to Opportunities view
  3. Select Show all and find for DEF (DEF represents the name of the opportunity)
  4. Go to Sales Activities facet

Here you see that none of the sales activities that are defined in the business configuration are shown. 

Cause

Either you have not set the default value for Salescycle in the business configuration or you are defaulting an initial(empty) value from code list restrictionfor the sales cycle field.

Resolution

You can check the sales cycles settings by the following steps:

  1. Go to Business Configuration work center.
  2. Go to Overview and search for aAtivity Sales Cycles and Phases
  3. Open the Activity and click Specify Default Sales Cycle option
  4. Here you can find the default Sales Cycle defined for Opportunity.

For checking the steps via code list restriction, you can follow the steps below:

  1. Go to Administrator workcenter
  2. Go to General settings view
  3. Open Code List Restrictions
  4. From the Advanced search filter, select Business Object Name as Opportunity and Code To Restrict as Sales Cycle
  5. Open the entry
  6. Go to Default Values facet

You can check if there is a <Empty> value defaulted here for the field and correct it.

See Also

 Sales Cycles and Phases

Keywords

Sales Activity, Activity Advisor, Opportunity, Missing, Empty, Tasks, Activities , KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

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