SAP Knowledge Base Article - Public

3168796 - Z-Party Role of type Owner Sales Not Available in Lead/ Opportunity Involved Parties Facet

Symptom

A party role created with Party Category 'Sales Owner Party' cannot be added as role to the 'Involved Parties' facet on a lead or opportunity.

Environment

SAP Cloud for Customer

Reproducing the Issue

Prerequisite:

You created a custom party role with Party Category 'Sales Owner Party' in the Business Configuration Fine Tuning Activity 'Party Role Definition'.
You then add this party to your Leads or Opportunity Fine Tuning via 'Maintain Involved Parties' and activate it. 

  1. When you navigate to the Sales work centre, Leads or Opportunities views and open any object (that can currently be edited), 
  2. go to the Involved Parties facet.
  3. Edit > add.
  4. The role is not found. 

Cause

As the role is of type 'Sales Owner Party', it is only available in the 'Sales Team' facet of the object.

Resolution

  1. In the Lead or Opportunity, go to the 'Sales Team' facet.
  2. Click Add.
  3. The role should be available there. 

See Also

KBA 2625519 - Difference Between Owner And Owner Sales

Keywords

Missing, role, owner sales. , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-LM , Lead Management , How To

Product

SAP Cloud for Customer core applications 2202