The automatic sales data determination does not happen as expected when you create, for example an appointment, without account. The same is true for other BOs.
SAP Cloud for Customer
Reproducing the Issue
- With a business user who has a sales data set maintained and checked as main, login to C4C.
- Go to the Activities work centre.
- Go to the Appointments view.
- Create a new appointment.
- Do NOT enter any account.
- Save and open
Result: the Sales data does not get copied over from the user's sales data and division is not set.
The scenario to determine sales data from the employee master without having an account is not supported.
You always have to enter an account. Then it will work.
To change the current system behaviour would be a new development request.
Please post this new request on our influence page: https://influence.sap.com/sap/ino/#/campaign/1868
Please note that it is not possible for our Support Team to provide you additional information regarding the availability of this feature in a future release.
As short term workaround for when an appointment without account shall be created:
Create a dummy account in your master data without any sales data, etc.. This could be entered by users just to trigger the sales org determination from the logon employee.
KBA 2334680 - When Creating a Visit, the Sales Territory and Sales Organization are not being Filled Automatically
KBA , LOD-LE-RC-PAP , Party Processing , LOD-CRM-ACT , Activities , How To