2082495 - Definition of Accounts Queries

Definition of Accounts Queries.

SAP Cloud for Customer

1. Go to the Customers work center.
2. Go to the Accounts tab.
3. You want to know how the different queries (like My Accounts, My Team's Accounts etc.) works.

 

Standard Accounts Filter
Filter	Accounts Display
My Accounts	Accounts where you are assigned either to the account team or (if territory management is active in your solution) to the territory team.
My Account Team's Accounts	Accounts where you are assigned to the account team. Note: This filter only appears if territory management is active in your solution.
My Territory Team's Accounts	Accounts where you are assigned to the territory team. Note: This filter only appears if territory management is active in your solution.
My Team's Accounts	Accounts where anyone in your organization, including employees in subordinate organizations, is assigned either to the account team or (where applicable) to the territory team.
All	Accounts for which you have at least read access.

My Accounts = All accounts where I am part of the account team or part of the territory team the account belongs to.

My Account Team's Accounts = All accounts where I am part of the account team

My Territory Team's Accounts = All accounts where I am part of the territory team the account belongs to.

My Team's Accounts = All accounts where I or my team members (defined via organizational management) are  part of the account team or part of the territory team the account belongs to.

My Contacts (Contact tab query) = All contacts having a relationship to My accounts.

 

Note: The accounts that appear in your solution, per filter, may differ in relation to the access restrictions that your administrator has established. The standard filters above do not include obsolete accounts. To view obsolete accounts, create and save a new filter.

Additionally the Org Structure influences the query.

KBA , LOD-CRM-ACC , Account , How To

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