SAP Knowledge Base Article - Public

2604332 - Logon User Not Automatically Determined as Owner While Creating Accounts or Individual Customers

Symptom

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

Environment

SAP Hybris Cloud for Customer.

Reproducing the Issue

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

Please note that an exception exists for this behaviour for Accounts: If you have not scoped Territory Management, then the logon user will be automatically filled for a new Account.

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, individual customer, logon user , KBA , LOD-CRM-ACC , Account , How To

Product

SAP Cloud for Customer add-ins all versions