1837827 - How to Define Customized Party Roles for Leads and Opportunities

SAP Knowledge Base Article - Public

1837827 - How to Define Customized Party Roles for Leads and Opportunities

Symptom

How to define party roles for Leads and Opportunities.

Reproducing the Issue

  1. Go to the Marketing work center.
  2. Go to the Leads view.
  3. Show All Leads and Find XYZ (XYZ represents the ID of the lead).
  4. Edit the lead XYZ.
  5. Select the View All button and go to the Involved Parties tab.
  6. Select the drop down for the Party Role.

You want to add the customized party roles here.

Cause

The customized party roles can be added in the Business Configuration work center.

Resolution

  1. Go to the Business Configuration work center.
  2. Go to the Implementation Projects view.
  3. Select the button Open Activity List.
  4. Search for the activity Lead and Opportunity.
  5. Open both the activities.
  6. You can find Maintain Involved Parties link where determination of parties can be maintained.

Also Sales Unit party determination depends upon the work distribution rule maintained in the Business ByDesign system:

  1. Go to the Org Management work center.
  2. Select the Work Distribution view.
  3. Select the Organizational Work Distribution subview.
  4. For Sales (Opportunity, Sales Order): Define rule under Sales Unit for Sales and for Leads: Define rule under Marketing Unit for Leads.

Keywords

KBA , AP-RC-BCT , Business Config. Tools (SAP Business ByDesign , How To

Product

SAP BUSINESS BYDESIGN 1611 ; SAP BUSINESS BYDESIGN 1705 ; SAP BUSINESS BYDESIGN 1708 ; SAP Business ByDesign 1302 ; SAP Business ByDesign 1305 ; SAP Business ByDesign 1308 ; SAP Business ByDesign 1311 ; SAP Business ByDesign 1402 ; SAP Business ByDesign 1405 ; SAP Business ByDesign 1608 ; SAP Business ByDesign 1702 ; SAP Business ByDesign 1711 ; SAP Business ByDesign feature pack 4.0