SAP Knowledge Base Article - Public

2660910 - Cannot Create Sales DoceumtsFrom Partners and Partner Contacts

Symptom

Cannot create sales documents from a partner and partner contact.

Environment

SAP Hybris Cloud for Customer HTML5/ Fiori

Reproducing the Issue

We will use partner and opportunity as example.

  1. Go to the Partners work centre.
  2. Select the Partner view.
  3. Open a random partner.
  4. Select the Opportunity facet.

You can see that the New button is missing, hence you cannot create a new opportunity.

Cause

This is the expected system behaviour.

Resolution

The sales documents facets (Leads, Opportunities) only display the documents within the partner UI, hence you cannot create a sales document from here.

In order to see the sales documents within the partner UI you need to use the following steps:

  1. Go to the Sales work center.
  2. Select the Opportunities view.
  3. Open an existing opportunity.
  4. Select the Involved Parties facet.
  5. Click the Add button.
  6. Choose Partner in the Role field.
  7. Click the Add button.
  8. Click the Save button.

You will see the opportunity displayed under the Opportunities facet of the associated partner.

Keywords

Opporutnity, Leads, Partner, Partner Contacts, Creation. , KBA , SRD-MD-BP , Business Partner , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer 1805 ; SAP Cloud for Customer 1808