3599331 - Defaulting Opportunity Document Type via Determination Rule

You need to configure a default Document Type for new Opportunities.

• SAP Sales Cloud Version 2
• SAP Sales and Service Cloud Version 2

1. Open the Navigation Menu.
2. Select Guided Selling view.
3. Click on Create New Opportunity.
4. Observe the Document Type field: it is empty or set to a non‑desired default.

The Document Type configuration does not include a built‑in default setting. Document Type must be assigned via Determination rules in Extensibility Administration.

Create a determination rule in Extensibility Administration to assign the desired Document Type by default:

1. Open the User Menu.
2. Settings > All Settings.
3. Open Extensibility Administration.
4. Search and open the Opportunity service.
5. Select Determinations tab.
6. Create new Determination.
7. Define the Condition (e.g., DocumentType Is Null equal True).
8. Define the Assignment for DocumentType (e.g., {documentType} = ( '<Opportunity_Document_Type>' ).

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