SAP Knowledge Base Article - Public

3129912 - Party Role isn’t Assigned Automatically to an Existing Opportunity

Symptom

When you create a new Opportunity Party Rule, the Party Role isn’t assigned automatically to an existing Opportunity.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Administrator Workcenter. 
  2. Navigate to Sales and Campaign Settings. 
  3. Go to Define Rules for Opportunity Parties.
  4. Add a new Row with a new Party Role. 
  5. Go to any existing Opportunity.
  6. You can see that the role isn't automatically assigned.

Cause

When a Party Role is added in the Determination Rule, the new Rule is valid only for new Opportunities or Opportunity changes (which trigger new Party Determination).

The new Party Role cannot be automatically added to an existing Opportunity without doing a relevant change. Generally speaking, when Master Data or Business Configurations are changed, the existing opportunities will not be automatically adapted.

Resolution

This is the currently system behavior.

Keywords

Party Role ; Determination Rule ; Opportunity ; Existing ; Assigned , KBA , LOD-CRM-OPP , Opportunity Management , How To

Product

SAP Cloud for Customer add-ins all versions