SAP Knowledge Base Article - Public

3531262 - Approval is Not Working for Opportunity Entity

Symptom

Approval for opportunity entity does not work and the approval section is not visible.

Environment

  • SAP Service Cloud v2
  • SAP Sales Cloud v2

Cause

There is no approval configured in the playbook settings for the Opportunity Cycle.

Resolution

For the approval to work fine for the opportunity entity, a playbook should be created, and the Approval action should be assigned. Please refer to below steps:

  1. Open left menu.
  2. Go to Playbooks view.
  3. Click on the + button.
  4. Select Opportunity entity type.
  5. Set name and validity.
  6. Select Opportunity Cycle.
  7. For wanted sales phase, click on create action.
  8. Select Add Approval.
  9. Set a title and select Approval rule.
  10. Click on save. Make sure to set the playbook status to Active.

Additionally, ensure that any rule in the playbook matches the data for the affected opportunity.

See Also

Help documentation: Approval for Opportunities 

Keywords

Approval, Playbook, Opportunity, Opportunities , KBA , CEC-CRM-APR , Approvals for SAP Sales/Service Cloud , How To

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0