SAP Knowledge Base Article - Public

2826810 - When creating a Lead, the Sales Org is being populated without an active Party Determination

Symptom

You wish to create Leads without any Sales Data and have maintained in the Involved Parties that the Sales Unit is not being part of the determination. However, when creating a Lead, the Sales Org is being automatically populated from the user.

Environment

SAP Sales Cloud

Reproducing the Issue

  1. Go to the Sales workcenter.
  2. Go to the Leads view.
  3. Create a new Lead without existing Account.

Result: the Sales Org is being automatically populated.

Cause

You have scoped the question "Do you want to enable users to specify, per lead, a predetermined combination of sales organisation, distribution channel and division?".

Also, the determination for the Sales Org in Lead cannot be determined via the Involved Parties.

Resolution

  1. Go to the Business Configuration.
  2. Open the Implementation Project.
  3. Edit Project Scope.
  4. Go to step 4 - Questions.
  5. Follow the path Sales > Lead Management and descope the question "Do you want to enable users to specify, per lead, a predetermined combination of sales organisation, distribution channel and division?".

Keywords

sales org, sales unit, party determination, involved parties, leads , KBA , LOD-CRM-MKT-PRO , Prospect , Problem

Product

SAP Cloud for Customer add-ins all versions