SAP Knowledge Base Article - Public

2891168 - Error: “Change of party with role Account is rejected because read-only” for Visits in Data Workbench

Symptom

When you import Visits using Data Workbench, system throws error.

or

You have Accounts who have changed from an old Account ID to a new Account ID. Therefore, the respective Visits need to be transferred to new Account ID as they are no longer associated with old Account ID. Upon trying to update the Account ID in Visits using Data Workbench, you see the error.

Change of party with role Account is rejected because read-only

Environment

SAP Cloud for Customer

Reproducing the Issue

When importing new Visits:

  1. Go to Data Workbench workcenter
  2. Go to Import view
  3. Select the radio button for Individual Object
  4. Go to Import tab
  5. Go to Standard Object tab 
  6. Search for the Data Workbench object Visit 
  7. Select the button Download Comma Separated Values (.csv) to download the template
  8. Fill the required data in the file
  9. Select Browse and go to the file location
  10. Select the file and select Open
  11. Select Upload
  12. System throws the mentioned error

To export existing Visits:

  1. Go to Data Workbench workcenter
  2. Go to Export tab
  3. In the Search field, select the Data Workbench object Visit
  4. Choose appropriate filters if required
  5. Select Next
  6. Export Data
  7. Go to the Monitor tab
  8. Download the exported file

Perform the Update of the Visits:

  1. Modify the data for the required fields in the file 
  2. Save the file
  3. Go to Data Workbench workcenter
  4. Go to the Import tab
  5. Select the radio button Individual Objects
  6. Go to Update tab
  7. Select the select the Data Workbench object Visit
  8. Select Next and Browse for the file
  9. Select Upload
  10. Choose Next to review the summary of your selection
  11. Select Import
  12. Go to Monitor view to check the status of your import

The records in the file have the Processing Error.

Cause

The error could be due to the below reasons:

  1. External Key used in the .CSV file is already used in another .CSV file to import records
  2. This is expected behavior and as per design. Even from UI we cannot change Account ID for the existing Visits which got Canceled and also Surveys associated.

Resolution

If the error occurs while importing new Visits, change the External key and try the import again to overcome the error message.

If the error occurs while changing the Account ID of the existing Visits, you may note the below points:

  1. When there is no Survey in Visit, and Visit status is Open /Completed, it is possible to change the Account ID of Visit.
  2. When there is no Survey in Visit, and Visit status Canceled, it is not possible to change the Account ID of Visit.
  3. When there is/are Surveys with the Visit, it is not possible to change the Account ID of Visit. That is, if Survey status is Open /Completed and Visit status is Open /Completed, it is not possible to change the Account ID of Visit.

Keywords

Survey, Visit, Account, Data Workbench , KBA , account , visit , data workbench , survey , external key , LOD-CRM-INT-DWB , Data Workbench , Problem

Product

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