Symptom
- ‘Sales Quote Item’ data source error occurs when filtering for sales quote ID and including the fields Preceding Opportunity, Preceding Opportunity (Header), and Preceding Opportunity ID in the view.
- The Preceding Opportunity (Header) field displays the first created opportunity in the chain instead of the directly linked opportunity, causing a mismatch in displayed values.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Navigate to Design Data Source Work Center View.
- Open the report XYZ (where XYZ refers to Report name).
- Apply filters using the Sales Quote ID, Preceding Opportunity ID, Preceding Opportunity Header, and Preceding Opportunity fields.
- Verify that the Preceding Opportunity (Header) field displays a different opportunity compared to the other fields.
Cause
The behavior is expected due to the design of the Sales Quote Item data source.
Resolution
- Understand that the Sales Quote Item data source retrieves preceding documents based on the complete document flow, rather than direct links.
- Note that the Preceding Opportunity (Header) field reflects the first created opportunity in the chain unless the quote was directly created from the first opportunity.
Keywords
sales quote item, data source error, preceding opportunity, preceding opportunity header, preceding opportunity ID, opportunity management, document flow, opportunity chain, sales quote ID, report filtering, opportunity mismatch. , KBA , LOD-CRM-OPP , Opportunity Management , Problem
Product
SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions
SAP Knowledge Base Article - Public