SAP Knowledge Base Article - Public

2681134 - When You Are Copying an Opportunity The Opportunity Notes Are Not Copied Over

Symptom

When you are using the Copy action in an Opportunity, the Notes are not copied over to the new Opportunity. The same applies when using the New function to create a new Sales Quote in the Sales Documents facet.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Opportunities view.
  3. Selet the Opportunity ABC (ABC represents the Opportunity ID).
  4. Select the Actions button.
  5. Select the Copy button.
  6. Enter a value in all mandatory fields.
  7. Select the Save and Open button.
  8. Go to the Notes tab of the copied Opportunity.
  9. The notes from the Opportunity ABC did not copy over.

Cause

This is currently the expected system behaviour.

Resolution

This would be considered a new feature request and should be posted on the Customer Influence site: https://influence.sap.com/SAPCloudforCustomer

See Also

[Enter your See Also here...]

Keywords

opportunity, notes, copy, new, sales quote, follow-up , KBA , opportunities , copy , notes , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer 1805 ; SAP Cloud for Customer 1811