SAP Knowledge Base Article - Public

2785704 - The option to filter Accounts or Individual Customers when creating a Realignment Run is not available

Symptom

You are trying to create a realignment run but you do not see the option to filter by Customer Type: Accounts or Individual Customers.

FilterNewRealignmentRun.png

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center
  2. Go to the Realignment Runs view.
  3. Click New.
    RESULT: A new screen will open and you do not see the option to filter by Customer Type.

    NoFilterNewRealignment.png

Cause

This filter is only shown when you select the scoping question "Do you want to use account filters to create realignment runs?"

AccountFiltersScopingQuestion.png

Resolution

  1. Go to the Business Configuration work center.
  2. Go to the Implementation Projects view.
  3. Click on Edit Project Scope.
  4. Go to the Questions tab.
  5. Click on Sales > Account and Activity Management > Territory Management > select "Do you want to use account filters to create realignment runs?"

Keywords

filter, customer type, account, individual customer, sales, territory, realignment run, , KBA , LOD-CRM-TM , Territory Management , LOD-CRM-ACC , Account , How To

Product

SAP C4C ADDINS 1905