SAP Knowledge Base Article - Public

2768426 - Lead Associate Account creates Prospect when an Account is selected from the Duplicate Check using Fiori

Symptom

When working in Fiori, you try to associate a lead with an account displayed in the Duplicate Check. However, after selecting an existing account, you realize that the system has created a new Prospect and has associated this prospect to the lead.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Open the system in Fiori.
  2. Go to the Sales work centre.
  3. Go to the Leads view.
  4. Select the Unassigned query.
  5. Open an unassigned lead.
  6. Click Actions > Associate Account and Contact.
  7. Select an account from Duplicate Check screen.
    RESULT: You can see "1 selected".

    SelectDuplicateCheck.png
  8. Open the account selected and check the ID.
  9. Click Save.
  10. Go back to the lead and open the account associated to the lead.
    RESULT: It is a Prospect and the ID is different from the account selected in the Duplicate Check. 

If we repeat the same steps in HTML5, the lead will be associated to the account selected in the Duplicate Check.

Cause

The option "Accept" should be clicked after selecting the account in the Duplicate Check.

This 1902 design avoids that we select a row for just viewing the details of an existing account and then associate the lead to this account by mistake.

Hence, if you do not click Accept, the system will understand that you do not want to associate the lead with the row selected and hence, will create a prospect for it.

Resolution

  1. Open the system in Fiori.
  2. Go to the Sales work centre.
  3. Go to the Leads view.
  4. Select the Unassigned query.
  5. Open an unassigned lead.
  6. Click Actions > Associate Account and Contact.
  7. Select an account from Duplicate Check screen.
    RESULT: You can see "1 selected".
  8. Select the tick under the Actions column.

    StepsSelectDuplicateCheck.png
  9. Click Save.

See Also

2650937 - Lead Associate Account And Contact Creates Prospect If No Account Is Selected

Keywords

lead, associate, account, prospect, duplicate check, , KBA , LOD-CRM-LM , Lead Management , Problem

Product

SAP Cloud for Customer add-ins 1902