3760157 - Sales RMO Not Copied To C4C Quote When Created From Opportunity

• The Sales RMO role is not copied into the C4C quotation when an opportunity is used as the predecessor document.
• When a quotation is created directly in ERP and replicated to C4C, the Sales RMO role is determined automatically in the C4C quotation.
• Quote created without opportunity results in Sales RMO being created.
• Quote created with opportunity results in Sales RMO not being created.

SAP Cloud for Customer core applications

1. Create an opportunity in C4C and assign the Sales RMO role.
2. From the opportunity, create an ERP quotation (follow-up).
3. Allow the ERP quotation to replicate back to C4C as a C4C quotation.
4. Check the involved parties of the C4C quotation and observe that the Sales RMO role is missing.

• This is expected standard behavior. For quotes created as follow-up documents from opportunities, C4C does not perform full territory/party re-determination during replication. The system relies on data copied from the predecessor or supplied by the ERP payload.
• The Sales RMO role does not exist in ERP and is not provided in the ERP payload; standard copy control does not copy this role from the opportunity to the quote. Consequently, the role remains empty in the C4C quote.

1. Implement a C4C enhancement to ensure the role is present for follow-up quotes:
2. 1. Use PDI/SDK to copy the Sales RMO involved party from the opportunity to the sales quote during follow-up creation in C4C, or
3. 2. Implement custom logic to perform party re-determination for the Sales RMO role after the quote is replicated into C4C.
4. Alternatively, enable transfer of the role from ERP:
5. 1. Define Sales RMO as a valid partner function in ERP.
6. 2. Ensure the role is determined/assigned in the ERP quotation.
7. 3. Maintain proper role mapping between ERP and C4C in the integration layer (for example, CPI/PI).
8. 4. Verify the Sales RMO role is allowed in the C4C sales quote partner schema.
9. 5. Replicate the ERP quotation; the role will be accepted and displayed in the C4C quotation.

• Refer to: 2709066 - Involved Parties Are Not Re-Determined in Follow Up Documents

c4c, sales quote, opportunity follow-up, involved party, sales rmo, party determination, territory determination, replication, erp quote, follow-up document, copy control, partner function, cpi mapping, sdk enhancement, pdi , KBA , LOD-CRM-LM , Lead Management , Problem