SAP Knowledge Base Article - Public

2680343 - Deal Registration Is Not Available Under Source Field on Opportunity or Lead Creation

Symptom

Deal Registration is not available under Source field on opportunity or lead creation.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Opportunity work view.
  3. Click on New button.
  4. Click on the dropdown menu under Source field.
  5. Deal Registration is not available to be selected.

Cause

Since 1808, the source 007 - Deal Registration is maintained at Sources for Opportunities activity on Business Configuration. If Deal Management is not scoped at the implementation projects, the source 007 - Deal Registration is not be available to be selected when on opportunity or lead creation.

Resolution

To make Deal Registration available, the user should follow the steps:

  1. Go to the Business Configuration work center.
  2. Go to the Implementation Projects work view.
  3. Click on Edit Project Scope.
  4. Go to the 3 - Scoping Project tab.
  5. Expand the Sales scoping element.
  6. Flag the Deal Management scoping element.
  7. Save the Project.

Thereafter, the Deal Registration source will be available to be selected when the user creates a new opportunity or lead.

Keywords

Deal Registration, Source, Opportunity. , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-PRT-DR , Deal Registration , How To

Product

SAP Cloud for Customer 1808 ; SAP Cloud for Customer 1811