SAP Knowledge Base Article - Public

3579219 - Users cannot see their Team's Opportunities

Symptom

It was assigned the access restriction rule  “1-Recommended: Territories, Employees (for Managers)” to one or more Employees. Due to that, it is expected that the specific user (or some users) should be seeing all Opportunities assigned to their name, Opportunities they are involved and also Opportunities from their teams.

However, this user(s) are not able to see the Opportunities from their teammates.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go To Sales > Opportunities.
  2. Filter by My Team's Opportunities.
  3. Users are seeing, for example, 100 results.
  4. Now login as an Administrator.
  5. Repeat steps 1 and 2.
  6. Click in advanced search and filter by the Sales Unit assigned to the affected user(s).
  7. See there are more results now, for example 300.
  8. The expectation is the user(s) should be seeing all these Opportunities from their Sales Unit (the 300 results in this example). 

 

Cause

User(s) are assigned to access restriction “1-Recommended: Territories, Employees (for Managers)". However the users are assigned as Employees for their Org Unit.

 

The access restriction “1-Recommended: Territories, Employees (for Managers)” will provide following access according to each filter:

All Opportunities

All the Opportunities within the current user's territory.All Opportunities outside current user's territory, where the user is in the sales team.

My Opportunities 

All Opportunities where the current user is assigned to the sales team (regardless of territory). 

My Team's Opportunities

All Opportunities where the current user or his teammates/manager are part of the sales in the same territory.All Opportunities outside current user's territory, where the user is in the sales team.

When an Employee is assigned to this restriction rule without being a Manager, the assigned Employee(s) will only see his or her own objects and the homeless ones (Opportunities without Owner or Sales Data assigned). 

Resolution

This is the expected system behavior, because this rule should only be assigned to Managers.

Please change the access restriction from “1-Recommended: Territories, Employees (for Managers)” to another one that suits the business scenario accordingly. For example, rule "5 - My Workforce".

See Also

Please refer to below documentations for more details in this specific access restriction, and also all access restrictions, respectively:

Keywords

sales org, sales organization, organization unit, sales document, sales order, sales quote, lead , KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer core applications all versions