3779478 - Sales Office Not Determined In Leads When Account Is Not Specified

Sales office is not determined for leads.

SAP Cloud for Customer core applications

1. Go to Sales → Leads.
2. Create a new lead without existing account.
3. Click Save and Open.
4. Open Actions → Check Party Determination.
5. Observe that the Sales Unit is determined.
6. Observe that the Sales Office is not determined.

By design, Sales Office and Sales Group are automatically populated only when a lead is created for an existing account that has Sales Area and Sales Office maintained in the account’s Sales Data tab.

When a lead is created without an associated account, the system derives Owner and Sales Unit via party determination, but does not auto-determine Sales Office or Sales Group.

1. Create the lead against an existing account that has Sales Area and Sales Office maintained in the account’s Sales Data tab to enable automatic population of Sales Office and Sales Group.
2. If creating the lead without an associated account, manually select the Sales Office (and Sales Group) in the lead.
3. If automatic derivation of Sales Office without an existing account is required, submit an enhancement request via the Customer Influence channel.

KBA 2859480 - Sales Office Determination in Leads

KBA 3098149 - Check Party Determination Feature: Possible Results

KBA 3475641 - Functionality Currently not Available (C4C) / Customer Influence

Sales Office Not Determined, Lead Creation, Sales Group, Party Determination, Check Party Determination, Organizational Model, Sales Unit Derived, Account Sales Data, Sales Area, Automatic Determination, C4C Leads, Lead Management, Sales Office Mapping, Determination Logic, Sales Organization Configuration , KBA , LOD-CRM-LM , Lead Management , Problem