SAP Knowledge Base Article - Public

2809567 - You are not able to assign a custom sales phase to a standard sales cycle

Symptom

You want to assign a custom created sales phase to a standard sales cycle, but the Add Row button is greyed out.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Business Configuration work center.
  2. Go to the Overview view.
  3. Search for Sales Cycles and Phases.
  4. Open activity Sales Cycles and Phases.
  5. Click Maintain Sales Cycle.
  6. Highlight sales cycle ABC (ABC represents the ID of a standard sales cycle).

Under Assign Phases the Add Row button is greyed out. Hence, no additional sales phases can be assigned.

Cause

This is an expected system behaviour.

Resolution

In order to combine custom sales phases with standard sales phases you should create a custom sales cycle.

  1. Go to the Business Configuration work center.
  2. Go to the Overview view.
  3. Search for Sales Cycles and Phases.
  4. Open activity Sales Cycles and Phases.
  5. Click Maintain Sales Cycle.
  6. Under Define Sales Cycle click Add Row and enter Sales Cycle Code and description.
  7. Navigate to Assign Phases.
  8. Add desired sales phases (standard or custom).

Keywords

Opportunity, Sales Cycle, Sales Phase, Add Row, Greyed Out , KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer add-ins all versions