SAP Knowledge Base Article - Public

2646127 - Routing Rules Doesn't Assign Automatically Activitites for Sales Quote

Symptom

You noticed that the Routing Rules does not assign automatically when working with the object Sales Quote.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

  1. Go to the Activity Planner work center.
  2. Click on the New.
  3. Define the Valid From and Valid To.
  4. Save and Open.
  5. Add Task ABC(ABC represents the Name of your task).
  6. Save.
  7. Go to the Routing Rule view.
  8. Click on New.
  9. Select the Business Object Sales Quote.
  10. Click on Save and Open.
  11. Define your own Conditions.
  12. Add your Activity Plan created.
  13. Go to the Sales work center.
  14. Click on Sales Quote.
  15. Create the Sales Quote ABC (ABC represents the quote that meets your criteria defined in the routing rule).
  16. Save and Open.
  17. Result: Activity Plan does not assign tasks automatically like in Visits.

Cause

As of the current release, we do not support automatically assignments in the Sales Quote.

Resolution

This is the current system behavior.

If you need this functionality assigning the tasks automatically in the Sales Quote urgently you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center (servicecenter@sap.com).
Note: The services of the SAP Cloud Service Center will be charged as packaged services based on fixed prices. 
An alternative option may be to check the SAP Customer Influencer Site to submit an idea: https://influence.sap.com/SAPCloudforCustomer

Keywords

Activity Plan; Sales Quote; Automatically , KBA , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-ACT-VST , Visit Planning , How To

Product

SAP Cloud for Customer add-ins all versions