SAP Knowledge Base Article - Preview

3750243 - Individual Customer Not Carried Over from Quote to Case Automatically

Symptom

When creating a new Case from a Quote, you notice that the Individual Customer field in the case creation screen is not automatically populated with the same individual customer assigned to the quote.


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Environment

SAP Sales and Service Cloud Version 2.

Product

SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 all versions ; SAP Service Cloud Version 2 all versions ; SAP Service Cloud Version 2, utilities add-on all versions

Keywords

Quote, Case, Individual Customer, Field, Empty, Not Populated, Creation, Case Creation, Not Carried Over, V2, Version 2, Sales Quote, Sales, Service, SAP Sales and Service Cloud Version 2, Blank, , KBA , CEC-CRM-CAS , Case Management for SAP Sales/Service Cloud , CEC-CRM-IND , Individual Customer for SAP Sales/Service Clou , CEC-CRM-CQP , Sales Quote for SAP Sales/Service Cloud , Product Enhancement

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