Symptom
You have a Code List Restriction, to default Account Group field as value XYZ.
When associating a Lead 123 (123 represents Lead ID) to Account ABC (ABC represents Account ID), this code list does not work.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Sales work center, Leads view.
- Open Lead 123. Click Actions > Associate to Account and Contact.
- Save and Open.
- See that field Account Group, in Account ABC, is not defaulted as per code list restriction - it's blank.
Cause
When you call 'Associate Account and Contact' for an existing Lead, you are not creating a new account - You are either linking the Lead to an already existing account or you are transforming the object, that previously held the account data, (and which, technically, was already a business partner) into an account.
Resolution
Since no technical account creation is happening, the defaulting via code list restriction cannot happen either.
The system is behaving as expected.
Keywords
Lead; Code List Restriction; Associate; Account; Contact; , KBA , LOD-CRM-ACC , Account , LOD-CRM-LM , Lead Management , How To