SAP Knowledge Base Article - Public

2842341 - Visit Creation in Opportunities returns the incorrect number of Accounts

Symptom

You are creating a new Visit from an Opportunity and you wish to change the Account; in the Account OVS you do not see all Accounts but only one.

Environment

SAP Sales Cloud

Reproducing the Issue

  1. Go to the Sales workcenter.
  2. Go to the Opportunities view.
  3. Open Opportunity ABC (ABC stands for an Opportunity name).
  4. Go to the Sales Activities facet.
  5. In the Visits section, click New to create a new Visit.
  6. Click the value help for the Account to change the Account: only one Account 123 (123 stands for the Account ID) is shown instead of all.
  7. Repeat the above in another Opportunity XYZ: here all Accounts are shown.

Cause

The Opportunity ABC has a Contact assigned which has a relationship with the 3rd Account 123. The Opportunity XYZ does not have a Contact assigned.

The Account list in a Visit is related to the Contact of the Visit, hence in a new Visit, when a Contact is assigned to the Opportunity (and hence automatically to the new Visit), only the Account/s related to the Contact is listed.

Resolution

This is the designed system behaviour.

In order to see if a Contact is automatically assigned to the new Visit, please add the Primary Contact field to the Visit Quick Create.

Keywords

opportunity, visit, account, contact , KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer add-ins all versions