2596302 - How to Prevent Customer Accounts to be Converted to Prospects

SAP Knowledge Base Article - Public

2596302 - How to Prevent Customer Accounts to be Converted to Prospects

Symptom

You want to prevent Customer accounts from being converted back to Prospect role, but you don't know how to do it.

Environment

SAP Hybris Cloud for Customer 1711 and higher.

Reproducing the Issue

  1. Go to Customers work center;
  2. Open any Account with role "Customer";
  3. Click Edit;
  4. See the "Prospect" field is editable.

Resolution

You can set up a custom Rule using the Key User Tools to make the Prospect field read only, once the account has been converted to a Customer, as described below:

  1. Go to Customers work center;
  2. Search for any account and open it;
  3. Click "Adapt" (on the upper right side of the screen);
  4. Click "Edit Master Layout";
  5. Hover the mouse pointer over the Prospect field;

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  1. Click "Change Properties";
  2. Click "Rule" button from "Read only" property;

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  1. Click "Create a new rule" button;
  2. Add a name to the rule;
  3. Select "Prospect" field;
  4. Select "Equal To" operator;
  5. Add value "false";
  6. Click Apply;

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See result in UI:

2018-01-29_21-33-16.jpg

See Also

https://blogs.sap.com/2016/07/26/introduction-to-c4c-rule-editor/

https://blogs.sap.com/2016/07/26/using-model-rule-editor-to-create-custom-rules-in-c4c/

Keywords

rule editor; customer to prospect; convert to prospect; prospect field; read only , KBA , LOD-LE-BP-BP , Business Partner , How To

Product

SAP Hybris Cloud for Customer all versions