Symptom
The fields YTD Revenue, Roll-up of YTD Revenue, Active Pipeline and Roll-up of Active Pipeline are grayed out in Adaptation on the Account Hierarchy facet of the Account TI
Environment
SAP Cloud for Customer
Reproducing the Issue
- Enter Adaptation mode
- Go to the Customers work centre
- Go to the Accounts view
- Open any Account TI
- Navigate to the Account Hierarchy facet
Result: the fields: YTD Revenue, Roll-up of YTD Revenue, Active Pipeline and Roll-up of Active Pipeline are not shown in the UI despite being set as visible.
Cause
The visibility of these fields is dependent on the scoping questions:
'Do you want to see the calculated fields like active pipeline and year to date revenue in the header of the account detail?'
and
'Do you want to see the calculated fields like active pipeline and year to date revenue in the account hierarchy facade of the account detail?'
Resolution
- Go to the 'Business Configuration' work center.
- Select the 'Implementation Projects' view.
- Select 'Edit Project Scope'
- Select the 'Next' button until step 4: Questions.
- Expand the list of 'General Business Data'.
- Expand the list of 'Business Partners'.
- Select 'Handling of Business Partners'.
- Scope the questions
- 'Do you want to see the calculated fields like active pipeline and year to date revenue in the header of the account detail?'
- 'Do you want to see the calculated fields like active pipeline and year to date revenue in the account hierarchy facade of the account detail?'
After these changes are saved (save your scoping decisions) you will be able to see the following fields in the Account Hierarchy facet in the Account TI if set to visible via Adaptation:
- YTD Revenue
- Roll-Up of YTD Revenue
- Active Pipeline
- Roll-Up Active Pipeline.
See Also
SAP Help Portal: Account Hierarchy
Keywords
YTD Revenue, Roll-up of YTD Revenue, Active Pipeline, Roll-up of Active Pipeline, missing, adaptation, visible, gray, grey, , KBA , LOD-CRM-ACC , Account , How To