Symptom
When creating a new Appointment from an Opportunity, the Contact field inside Appointment's quick create screen is automatically defaulted according to the Account's Main Contact instead of the Opportunity's Main Contact.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Sales Workcenter > Opportunities.
- Open the desired Opportunity.
- The Account Contact Name is, for example "Anna".
- Open Account from the Opportunity header.
- The Main Contact is, for example, "Eddie".
- Now go back to Opportunity and click on Sales Activities tab.
- Open the desired Appointment.
- The Primary Contact is "Eddie".
- The expectation is to have the Appointment filled with the Opportunity Contact instead ("Anne").
Cause
The Opportunity and Appointment have different Accounts assigned with same Description maintained.
Resolution
It is not advisable to use the same description for different Account IDs when working with activities. During the parties determination, sometimes the name is used instead of IDs, which can cause discrepancies.
In such scenario, the system will not differentiate the Account description (label). Hence, please rename the Account names before using them in the transactions.
Once the Accounts are being used across the system it might not be possible to rename them. But please try creating Accounts with different descriptions in future.
Keywords
C4C, text, change, alterate, changed, customer, individual customer, prospect, QC, TI, Opp, wrongly, not correct, incorrect, not working, determining, determined, determine, determines, setting, setup, set up, configuration, involved party, parties, person, BP, business partner , KBA , LOD-CRM-ACT , Activities , Problem
SAP Knowledge Base Article - Public