SAP Knowledge Base Article - Public

3590651 - Related to Documents query is not visible for Products in Sales Quotes

Symptom

When adding Products in Sales Quote QC (quick create) screen, the 'Related to Documents' filter is not shown.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales > Sales Quote.
  2. Click on new “+” icon.
  3. Click Add Products button below.
  4. Click on product help button.
  5. Select the query dropdown, see 'Related to Documents' is not an option there. 

Also, as a first time opening the filter dropdown, the 'Related to Documents' may appear and once you click on it, it disappears.

Cause

The "Related to documents" query filters the data based only on Sales Organization and Distribution Channel (Division is not considered in this). Therefore the query will only appear if a Sales Org is selected in the Sales Quote QC screen. 

Even if Division and Distribution Channel are set, the query will not be shown unless a Sales Org is selected.

Resolution

This is the expected system behavior.

Please ensure a Sales Org is added first, (either manually or automatically after selecting an Account).

See Also

3535668 - Unable to add products based on sales area in Sales Quote

Keywords

not displayed, not being displayed, does not display, do not display, not displaying, displays, not being shown, not showing, does not show, visibility, adaptation mode, filtering, disappeared, not appearing, does not appear, appears, removed, deleted, vanished, cleared, clears, vanishes, Sales Order, Opportunity, C4C , KBA , LOD-LE-CQP , Customer Quote Processing , LOD-LE-CQP-CO , Lean Sales Orders , Problem

Product

SAP Cloud for Customer core applications all versions