SAP Knowledge Base Article - Public

2847690 - Change Opportunity Document Type After An Opportunity Is Created

Symptom

You want to change the opportunity processing type after an opportunity is created.

Environment

SAP Cloud For Customer

Reproducing the Issue

Prerequisite: The system has a minimum of two existing Opportunity Document types  OPPT and ZOPT, where OPPT represents the standard Opportunity Document Type  and ZOPT represents the Custom configured Document type.

  1. Navigate to Sales Work Center.
  2. Go to the Opportunities Work Center View.
  3. Click New.
  4. Select Standard Opportunity Document Type OPPT to create a new opportunity.
  5. Click Save.
  6. Opportunity XYZ is created, where XYZ represents the Opportunity ID.
  7. Edit Opportunity XYZ to change the opportunity document type OPPT to another Opportunity Document Type ZOPT, where ZOPT is another opportunity document type.

Opportunity Document type OPPT of an opportunity XYZ once saved, cannot be changed to Other Opportunity Document Type ZOPT within tenant.

Cause

Once saved, the document type cannot be changed into another opportunity document type.

Resolution

An Opportunity, once saved using a specific Document Type, cannot be changed to another Opportunity Document Type. This is expected system behaviour.

See Also

2164443 - Not Able to Delete Document Types  

Keywords

Change, Opportunity, Document Type, Saved Opportunity , KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions