SAP Knowledge Base Article - Public

3449888 - Custom Party Role Not Available to be Added to a Opportunity Party Schema

Symptom

When trying to add a custom party role created to any of your opportunity party schemas, you notice the role is not available to be selected.

Environment

  • SAP Sales Cloud Version 2
  • SAP Sales and Service Cloud Version 2

Reproducing the Issue

  1. Click on the User Menu.
  2. Click Settings.
  3. Navigate to All Settings.
  4. Click Party Roles, under Party Processing.
  5. Create a new custom party role, adding all relevant details.
  6. Save the changes.
  7. Click Party Schema, under Opportunities.
  8. Select any schema.
  9. Click Edit.
  10. Click on the + icon to add a new custom party role.
  11. See the party created is not displayed.

Cause

The custom party role was created with a Category which is not supported for the opportunity party schema, hence, it is not available to be selected.

Resolution

At the moment, the following party role categories are supported for opportunity party schema:

•    Custom Organizational Unit Party 
•    Custom Account Party 
•    Customer Contact Person Party 
•    Custom Employee Party

When creating a custom party role, ensure that one of the above categories are selected, so that the party will be available for selection.

See Also

Solution Guide for SAP Sales Cloud Version 2 > Configure Guided Selling > Configure Party Schema > Note

KBA 3368574 - Custom Party Role Not Available to be Added to a Case Party Schema

Keywords

Party Schema, Opportunity, Custom Party Role, Sales, Custom Employee Party, Customer Contact Person Party, Custom Account Party, Custom Organizational Unit Party. , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , CEC-CRM-PAP , Party Processing for SAP Sales/Service Cloud , How To

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0