SAP Knowledge Base Article - Public

2585517 - The Data is not Copied on Creating of New Opportunity from the Hierarchy Facet of an Existing Opportunity


The data is not copied on creating of new opportunity from the hierarchy facet of an existing opportunity.


 SAP Sales Cloud

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Opportunity view.
  3. Search for the Opportunity ABC (where ABC is the opportunity name) and open it.
  4. Go to the Hierarchy facet and select the opportunity in an hierarchy.
  5. Click on button Add and New.

You will see in the new opportunity quick create window the data is not copied from existing opportunity ABC.


Hierarchy in opportunity caters to the sales process where a master opportunity can be split into multiple sub-opportunities.The sub opportunities may or may not have the same master data. Hence during the creation of a child opportunity in hierarchy there is no data copy.


This is an expected system behavior.


hierarchy facet , New Opportunity , No Data copied , KBA , new opportunity , hierarchy facet , data not copied , LOD-CRM-OPP , Opportunity Management , How To


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