Symptom
In offline mode, the Document type and Account are pre-populated. If no changes are made, the sales unit is not recalculated. If changes are made to the Document Type or Account, then the sales unit is determined.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Synchronize and go in offline mode.
- Open a visit e.g. ABC ( ABC stand for the Visit ID).
- From "follow-up items" tab, click New.
- Sales Quote.
- Account and Document Type are automatically populated.
- The warning tells the user to select the Sales Unit.
Cause
The own employee XYZ (uuid 5xxxxxxxxxxxxxxxxxxxxxxxxxxxx00x of employee XYZ) is not synched to offline. Therefore the employee assignment to the sales unit is not synched neither and is missing to determine the sales unit in the document.
Resolution
- Ensure that the own employee is synched.
- Use “First Level” in “Related Download Rules” instead of the default settings as “All” to avoid syncing too much data.
See Also
Keywords
sales unit determination, offline mode, sales quote, automatic calculation, document type, customer selection, synchronization, employee assignment, warning message, lean sales orders , KBA , LOD-LE-CQP-CO , Lean Sales Orders , Problem
SAP Knowledge Base Article - Public