3624386 - Sales Office is not Determined in Opportunities for Accounts

• Sales Office is not determined in Opportunity
• When creating an opportunity for a prospect or account, the Sales Data fields are not filled.

SAP Cloud for Customer

For this example, the Sales Office field can be used. The below steps are also relevant to other sales data fields.

1. Go to Customer> Account
2. Search and open the prospect or customer Account
3. Go to Opportunities facet
4. Create New opportunity
5. Save and Open > Sales Office is not filled

No Sales Data is maintained on the Customer/Prospect Account.

Or, if Sales Data is maintained, the Sales Office field is not enabled on the Org Unit.

Ensure that there is Sales Data maintained on the Account. Also ensure that the Sales Office field toggle is set to "Yes" on the Org Unit assigned via the Sales Data:

1. Go to Organizational Management > Org structures
2. Open the Org Unit
3. Go to the Functions facet > Sales Office = "Yes"

If no Sales Data is maintained on the Account, the system will check the Sales Data of the Account Owner:

• If the Account Owner does not maintain sales data, then no data will be filled in the fields.
• If the Account Owner maintains sales data but the Sales Office field is still not filled, this means that the Sales Office field is set to "No" under the users Org Unit > Functions. See steps 1-3 above.

sales office, opportunity, prospect account, customer account, sales data, organizational unit, functions, determination, auto-populated, auto-filled , KBA , LOD-CRM-OPP , Opportunity Management , Problem