SAP Knowledge Base Article - Public

3525065 - Involved Party determination for Sales Manager in Tasks

Symptom

When creating an Activity Task from a Sales Order, the party role Sales Manager assigned in the Task will be the same as in the Account and not the same as Sales Order, despite of the determinations maintained in "Involved Parties for Tasks".

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales > Sales Orders.
  2. Create Task from Sales Order (steps will change according to the business case).
  3. Task will be created and under the Involved parties of the Task the Sale manager is inherited from Account and not from Sales order.

Cause

Task involved party "Sales Manager" can only inherit from Account and not from Sales Order.

Resolution

This is the system expected behavior.

If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

Keywords

Activities, Maintain Involved Parties, Maintain Determinations, Employee Responsible of Account Team , KBA , LOD-CRM-ACT , Activities , LOD-CRM-OPP , Opportunity Management , LOD-LE-CQP-CO , Lean Sales Orders , LOD-LE-CQP , Customer Quote Processing , Problem

Product

SAP Cloud for Customer core applications all versions