SAP Knowledge Base Article - Public

2788526 - Lead - Owner determination

Symptom

When you open the Lead Quick Create (QC) screen, the owner is not yet determined, no matter of your Business Configuration settings.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Click New Lead (either from the start screen or from the Sales work center > Leads view).
  2. The owner field is not filled.
  3. Enter an account or a company name.
  4. The owner is determined in the first roundtrip.

Cause

The Lead Party Determination only happens when the lead receives values in the mandatory elements.

The owner belongs to the party determination, it only can be determined once the above mandatory values are entered , especial Company(account) data.

In other Sales objects, this works differently. For example, in the Opportunity QC, the owner can be determined upon creation of theOpportunity. This means, depending on your Business Configuration settings, the owner field can already be filled when you click New Opportunity. Different business objects have different requirement, e.g.  sales quote and sales order, the owner also not determined without account data...

Resolution

For the owner to be determined:

  • For lead creation with the Inactive Account & Contact scenario: lead name, the company name and - based on the BC scoping question - contact last name.
  • For lead creation with the Active Account and Contact scenario: lead name and account. 

Should your business require a change to this process, we kindly ask you to either post this new request on our influencer page: click the user icon at the top of the screen and choose 'Share Your Ideas' / https://influence.sap.com/SAPCloudforCustomer .

Please note that it is not possible for our Support Team to provide you additional information regarding the availability of this feature in a future release.

Keywords

Fine Tuning Leads > Maintain Involved Parties > Employee Responsible (active) > determination = Current User , KBA , LOD-CRM-LM , Lead Management , How To

Product

SAP Cloud for Customer add-ins all versions