SAP Knowledge Base Article - Public

3699453 - An Adaptation Changes in the Sales History tab of Account is not Reflected in the UI Screen

Symptom

Using an adaptation mode the column Opportunity Score of an Opportunity is hidden within Account's Sales History, but it is still visible in the UI screen.

Environment

  • SAP Sales Cloud and SAP Service Cloud Version 2.
  • SAP Sales Cloud Version 2.
  • SAP Service Cloud Version 2. 

Reproducing the Issue

  1. Go to the Navigation Menu and click on an Account view.
  2. Open an account PQR (where PQR represents an account name).
  3. Go to the Sales History tab and then click on the Start Adaptation.
  4. Go to the Opportunity section and switch to the Table View.
  5. Now click on the Edit icon which opens the Section Items.
  6. From the Section Items, click on Hide option for hiding the standard column Opportunity Score and then click Apply.
  7. You will see the Opportunity Score column is still visible in the UI screen.

Cause

  • To hide the column example: Opportunity Score, you need to select the correct dropdown option under Section Items during adaptation.

Resolution

  1. Go to the Navigation Menu and click on an Account view.
  2. Open an account PQR.
  3. Go to the Sales History tab and then click on Start Adaptation.
  4. Go to the Opportunity section and switch to the Table View.
  5. Now click on Edit icon which opens the Section Items.
  6. Here, you will see the default section items as Opportunity Advance Filter.
  7. Click on the dropdown option here and change it from Opportunity Advance Filter to Opportunity.
  8. Now under Opportunity section item, click on the Hide option for hiding the standard column Opportunity Score and click Apply.
  9. You will see the column Opportunity Score is also hidden in UI screen.

Keywords

Account, Sales History, Opportunity section, Opportunity Score, Section Item, Adaptation, Opportunity Advance Filter, Opportunity , KBA , CEC-CRM-ACC , Account for SAP Sales/Service Cloud , Problem

Product

SAP Sales Cloud and SAP Service Cloud Version 2 all versions