3655522 - Different Behaviors in Business Partner Filtering: Standalone CPQ vs. C4C–CPQ Mashup

• Different system behaviors observed between standalone CPQ Quote and C4C-CPQ mashup, specifically in the filtering of business partners.
• Filtering does not occur in the mashup window when attempting to add existing business partners.

SAP Sales Cloud CPQ

1. Access a CPQ quote within the C4C-CPQ mashup iframe.
2. Navigate to the "Involved Parties" tab.
3. Create an Involved Party.
4. Attempt to add an existing Business Partner.
5. Select the Partner function "Contact person".
6. Observe that filtering does not occur for the specified Business Partner relationship.
7. In standalone CPQ quote, there is no issue with filtering.

Expected Behavior:

In this scenario, the system is working as designed.

Explanation:
When a Quote is created from the C4C system and that quote contains Involved Parties, CPQ attempts to match the Business Partner from C4C with a Business Partner in CPQ in the following order:

1. External ID match – If the Business Partner from C4C has the same External ID as a Business Partner in CPQ, an Involved Party is created on the quote with the matched Business Partner.
2. Partner ID match – If no External ID match is found, CPQ checks whether the Partner ID matches. If it does, an Involved Party is created on the quote with the matched Business Partner.
3. No match – If neither External ID nor Partner ID matches, CPQ creates a new Involved Party without reference to an existing Business Partner.

This third scenario is being encountered here:

• In CPQ Setup, Business Partner 'A' has Partner ID = 'A' but an empty External ID.
• The Business Partner coming from C4C has External ID = 'A' but an empty Partner ID.
  Because of this mismatch, CPQ cannot link the C4C Business Partner with Business Partner 'A' in CPQ. As a result, a new Involved Party is created, but since it does not reference an existing Business Partner, relationship filters do not work.

Why it works with quotes created in CPQ?
When the quote is created directly in CPQ, the existing CPQ Business Partner is correctly referenced in the Involved Party.

How to fix:
To configure this properly, either:

• Set the External ID for Business Partner 'A' in CPQ, or
• Ensure that the Partner ID is provided for the Involved Party when creating the quote from C4C.

cpq, c4c, business partner filtering, involved parties, external id mismatch, partner id mismatch, standalone cpq quote, c4c-cpq mashup, filtering issue, integration behavior, sap cpq, sap sales cloud. , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem