SAP Knowledge Base Article - Public

3078393 - Account Workflow of Action Create Sales Data for My Default Sales Responsibilities does not Work as Expected

Symptom

You created a workflow of action type "Create Sales Data for My Default Sales Responsibilities" and you wonder how it should affect your accounts. This action is only available for workflows that deal with accounts as business object.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. You take actions inside your account so that they should trigger the workflow ABC (where ABC is a workflow set to do the action Create Sales Data for My Default Sales Responsibilities).

You are not sure about what should happen with the affected account.

Resolution

The workflow tries to take the sales organization, distribution channel and division from the default sales data maintained in the employee record and adds it to the sales data view of the account.

Keywords

Workflow ; Account ; Action ; Create Sales Data for My Default Sales Responsibilities ; , KBA , LOD-CRM-ACC , Account , LOD-CRM-WKF , Workflow , How To

Product

SAP Cloud for Customer add-ins all versions