You have created a Employee Work Distribution Rule to automatically assign an Owner (employee responsible) for an Account.
With this rule, you are expecting that when you create an account and add the state code the system should automatically determine the account owner based on this rule. Instead, the account owner field already has a name (name of creator) and this does not change.
Even when you delete the owner and save, The rule doesn't work.
Reproducing the Issue
- Go to Organizational Management work center
- Select Employee Work Distribution view
- Go to Customers Work center
- Go to Accounts view
- Select New
- Set Country and State
- The Owner assigning automatically
The Employee Work Distribution rules don't impact new Account creation.
If Territory Management is OFF- logged is person becomes the Account Owner
If Territory Management is ON- You can use "Derive Territory" action on the new account to get the territory (based on defined territory rules) and the territory team inherited by the account.
What is the purpose of the employee work distribution rule - 'Account Responsibility by Party Role' ? On what objects does this rule work if not on Account. Scoping in sales territories is additional maintenance for the customer.
We only consider the responsibility rule as optional owner determination in sales documents (Valid determination step for party role employee responsible). Indirect owner assignment in the account master only works in CLOUD FOR CUSTOMER through Territory Management.
KBA , account , customer , new , determination , SRD-MD-OM , Organizational Management , How To