Symptom
When coping an Opportunity 123 (123 represents object ID), the copy is not present under Opportunity Hierarchy, Document Flow or Related Opportunities.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Sales workcenter, Opportunities view.
- Open Opportunity 123.
- Click in "Actions > Copy"
- Save the newly created opportunity.
- Still in Opportunity 123, go to Opportunity Hierarchy tab.
- See that there's no record of the new opportunity.
- You check Document Flow and Related Opportunities tab but there's no record as well.
Cause
Expected system behavior.
The action "Copy" will not create a link with the predecessor object - it will create a new object with the same information maintained.
Resolution
To create a successor object or a related document, you can use the "+" button inside the Opportunity Thing Inspector.
This action will create a document with reference to its predecessor and will be present under object's Hierarchy.
See Also
2681134 - When You Are Copying an Opportunity The Opportunity Notes Are Not Copied Over
2708103 - Which Fields are Copied when Creating a Copy of a Sales Document?
Keywords
Copy; Opportunity; Hierarchy; Document; Flow; Related; Predecessor; , KBA , LOD-CRM-OPP , Opportunity Management , How To