SAP Knowledge Base Article - Public

2788386 - How to Mass Change Employee Responsible in Opportunities

Symptom

From 1902 release, you are able to mass change the employee responsible in the created opportunities.

Environment

SAP Business ByDesign

Reproducing the Issue

n/a

Cause

From 1902 release, the system supports mass change party roles in opportunities, including employee responsible.

Resolution

  1. Go to the New Business work center.
  2. Go to the Opportunties view.
  3. Select one or more opportunities, click button Action - Assign Party.
  4. In the Select Party screen, you can choose the party role you want to change and the new vlaue of the role. For example, choose Employee Responsible role, and choose employee XYZ as the new value. Click OK button, the change is executed. (XYZ represents the new employee name)
  5. Open the opportunity you used, in Involvied Parties - Sales Team tab, you can see the employee responsible right now is XYZ.

See Also

2776636 - Employee Responsible Removed After Mass Re-Assignment of Employee Responsible in Opportunities

Keywords

Opportunties; Mass Change; Party Role; Re-Assignment; Mass Re-Assignment; Opportunity , KBA , SRD-CRM-OPP , Opportunities , How To

Product

SAP Business ByDesign 1902 ; SAP Business ByDesign 1905 ; SAP Business ByDesign 1908