SAP Knowledge Base Article - Public

3552116 - How to restrict the dropdown values of Entity Type of Predecessor/Successor in Related Entities Section of Opportunities

Symptom

You want to restrict the dropdown values of Entity Type of Predecessor/Successor when adding a new Related Entity in Related Entities Section of Opportunities

Environment

  • SAP Sales Cloud and SAP Service Cloud Version 2
 

Reproducing the Issue

  1. Go to Navigation Menu
  2. Go to Guided selling
  3. Open any Opportunity
  4. Go to Related Entity section
  5. Click on Add Related Entities
  6. You want to restrict the Entity Type dropdown

Resolution

Lets say for example, you want to restrict Entity Type: Sale quotes for the end user.
We have to remove sap.crm.service.salesQuoteService from all the Business Roles assigned to the end user.

  1. Go to User Menu
  2. Go to Settings
  3. Go to All Settings
  4. Go to Users and Control
  5. Go to Users
  6. Search and Open the User
  7. Go to Assigned Business Roles
  8. Click on each Business role and remove sap.crm.service.salesQuoteService from the Business Services section

Keywords

remove, sales quote, related entity, entity type, restrict, opportunity, successor, predecessor , KBA , CEC-CRM-CQP , Sales Quote for SAP Sales/Service Cloud , How To

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0