2361731 - Mandatory Activities For Sales Cycles Can Be Skipped Without Warning

SAP Knowledge Base Article - Public

2361731 - Mandatory Activities For Sales Cycles Can Be Skipped Without Warning

Symptom

It is possible to change the Sales Phase while skipping Tasks set as Mandatory via the Activity Advisor.

Reproducing the Issue

PREREQUISITE:

Activity Advisor is set up with mandatory Tasks for Opportunities.

Example: Mandatory Tasks exist for the Sales Phase at 30% and at 60%.

  1. Go to the Sales work centre.
  2. Go to the Opportunity view.
  3. Open an Opportunity ABC (ABC represents the name).
  4. Change the Sales Phase from (for example) 1% to 90% directly.
  5. Click Save.

RESULT: ABC is saved and the field Sales Phase now shows 90%. No warning or error message was triggered.

Cause

When the Sales phase is switched to 90% , there are no warning messages because there are no activities set as mandatory for this phase.
If you switch to phase 60% , you will see the warning message since this phase has mandatory activities listed.

Resolution

This is expected system behaviour.

Keywords

KBA , LOD-CRM , Cloud for Customer , How To

Product

SAP Hybris Cloud for Customer 1708 ; SAP LE APPL.PLATFORM 1708