SAP Knowledge Base Article - Public

2573028 - The Attachments Of An Opportunity Are Transferred To Follow-Up Activities

Symptom

You create a new activity such as appointment, task, phone call or e-mail from an opportunity that contains attachments. The attachments will be transferred over to the newly created activity. This is the same for other system areas such as quotes.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Opportunities view.
  3. Open an opportunity.
  4. Go to the Sales Activities facet.
  5. Go for example to the Tasks tab and click New.
  6. Save and open the new task.
  7. In the Overview facet of the task, you will see the attachments of the opportunity.

Cause

This behaviour is as designed. The same is true for other system areas such as sales quotes.

Resolution

This is the expected system behavior.

As workaround, you can remove the attachment in the newly created activity by clicking on the delete button in the 'Actions' column.

Keywords

Opportunity, Attachments, Tasks, Activity , KBA , opportunity , attachments , sales activity , task , LOD-CRM-OPP , Opportunity Management , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions