When creating a visit the Division field is not automatically populated with the Owner's assigned Division.
SAP Cloud for Customer
Reproducing the Issue
Go to the Visits work center.
- Go to the Visits view.
- Select the New button.
- In the Owner field, enter value ABC (ABC represents the Owner ID).
- Both the Sales Organization and Distribution Channel fields are pre-populated but the Division field is not.
A) You have not selected the scoping question "Do you want to default the sales organization, distribution channel and division based on the account & employee sales data?".
There is currently no defaulting logic provided by the activity team for when this scoping question is not selected.
B) You have not maintained an Account in the Visit Quick Create. An Account needs to be selected in order for the sales area data to be defaulted. The defaulting happens based on the sales area data that is maintained for the account selected and the employee (logged in user and not the owner of the activity).
If you want logical defaulting of the logged in user with a combination of the account selected, please select this question and maintain the appropriate sales area data for the logged in user and accounts.
Defaulting is triggered in the following order until it finds the first match:
1. Matching sales area data maintained for account and logged in user.
2. Logged in user employee sales area data.
3. Account sales area data.
To amend your scoping selections:
- Go to the Business Configuration work centre.
- Go to the Implementation Projects view.
- Select your relevant project.
- Navigate to step 4: Questions.
- Extend: Sales and select: Activity Management.
- For the questions in the section 'Sales Area Determination', select the question relevant for your scenario:
- Do you want to enable users to specify, per activity, a predetermined combination of sales organization, distribution channel and division?
- Do you want to default the sales organization, distribution channel and division based on the account & employee sales data?
Visits, Owner, Sales Organization, Division, Automatically , KBA , visits , owner , sales organization , division , distribution channel , defaul , LOD-CRM-ACT-VST , Visit Planning , How To