3090002 - Account Team Determination not Possible

You would like to know if it is possible to automatically determine party roles into the account team view of an account.

SAP Cloud for Customer

Determination of account team party roles (custom 'z-roles' or standard roles) is currently not possible by standards. They are considered as direct assignments.

This is the system standard behavior. 

The only exception to this is the party role 'Employee Responsible'; for that you need to setup a workflow of type action "Assign me as Owner" for the account business object. This workflow adds the logged employee as 'Employee Responsible' to the account team. You can also consider working with Territory Teams (that supports this scenario).

If you need this functionality urgently you may contact the SAP Customer Experience Services as follows:

a) If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder.

b) If you are a customer: please use the little blue box “Contact Us” shown on the very right-hand side of https://www.sap.com/services/innovation.html choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page.

Note: The services of the SAP Customer Experience Services will be charged as packaged services based on fixed prices.

Configure Workflow Actions on Business Objects

Territory Management

Account Team ; Determination ; Party Role ; Custom Party Role ; , KBA , LOD-CRM-ACC , Account , LOD-LE-RC-PAP , Party Processing , How To