2604332 - Logon User Not Automatically Determined as Account Owner While Creating Accounts

SAP Knowledge Base Article - Public

2604332 - Logon User Not Automatically Determined as Account Owner While Creating Accounts

Symptom

You have the requirement to make the logon user set automatically as Owner (field in Account header) when creating an Account, but you don't know how to do that.

Environment

SAP Hybris Cloud for Customer 1711 and higher.

Reproducing the Issue

  1. Go to Customers work center;
  2. Click on Accounts view;
  3. Click on New button;
  4. Create new Account without filling the field Owner;
  5. See Owner field on Account header is empty.

Resolution

To achieve this requirement, you can create a workflow rule (on Administrator work center), using the action rule "Assign Me as Owner". By activating this action "On Create Only" of an account, the owner will be automatically filled with the logon user. This action can be activated for Business Objects Account/Individual Customer and Contact.

See Also

For further information on how Workflow Rules work and how to create one you can refer to the following Help Center documentation:

 https://help.sap.com/viewer/cea15f900ca04c4faa35d3044577fe27/1711/en-US/187a2d5d763d1014be95e643aac891bc.html

https://help.sap.com/viewer/cea15f900ca04c4faa35d3044577fe27/1711/en-US/add93c2102074f50848aa6233bef2e3e.html

Keywords

account owner, automatic determination, creating account, owner determination , KBA , LOD-CRM-ACC , Account , How To

Product

SAP Hybris Cloud for Customer all versions