SAP Knowledge Base Article - Public

2543477 - Filter My Accounts Shows All Accounts In Users Territory, Even Those For Which He Is Not Part of the Account Team

Symptom

When filtering with query My Accounts in work center Customers, view Accounts, the user is able to see all Accounts in his Territory, even those for which he is not assigned to the Account's Team.

Reproducing the Issue

  1. Go to the Customers work center.
  2. Go to the Accounts view.
  3. Select filter option My Accounts.
  4. The result list displays all Accounts for which the user is part of the Account's Team or the Territory Team.

You expect to see only the Accounts for which the user is part of the Account's Team.

Cause

This is the expected system behaviour. Filter My Accounts shows Accounts for which the user is assigned either to the Account Team or (if Territory Management is active in your solution) to the Territory Team.

Resolution

To filter for Accounts for which the user is only part of the Accounts Team, you can create custom filter query.

  1. Log in as an administrator using HTML5 client.
  2. Go to the Customers work center.
  3. Go to the Accounts view.
  4. Select Adapt and Edit Master Layout.
  5. Select Show Advanced Filter.
  6. Go to the Team section of the screen.
  7. Select Add Items button and Add Fields option.
  8. Select fields Responsibility Source and Party Role, and select Apply.
  9. Select Adapt and End Layout Changes.
  10. Fields are now visible under the Team section.

To save and run the query:

  1. For the field Responsibility Source select option Account Team Only.
  2. For the field Party Role select option Account Team Member.
  3. Select Save Query button.

 how to save query.jpg

 

  1. Provide the name of the query and select Apply.
  2. The query is now available from the dropdown list of the filters.

 

See Also

For more information about Territory Management and how it is relevant to the Account Filters, please refer to: https://uacp2.hana.ondemand.com/viewer/e3d4d4173c6f4231a6a35885511484ee/1708/en-US/37f177c1ad5f43719b23312da313621e.html

Keywords

KBA , SRD-CC-FED , Feeds , How To

Product

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