A custom party role is missing from the quick create screen when converting a Lead to Opportunity.
SAP Cloud for Customer
Reproducing the Issue
In the Opportunities fine tune activity for the party role Zparty (where Zparty is the custom party role), 'Assign party to UI' is selected.
While creating an opportunity from the Opportunities workcenter, the Zparty is available in the Opportunities quick create screen.
- Go to the Sales work center.
- Go to the Leads view.
- Open the Lead 123 (where 123 is a Lead ID ).
- Go to Actions and select Convert to Opportunity.
In the Opportunity creation screen from within the Lead, Zparty is not available.
The "Convert to Opportunity" screen is not the Opportunity Quick Create screen but a dedicated conversion screen.
This conversion related screen does not support Z-party features.
If you need this functionality urgently you may contact your implementation manager to help with such requests or approach directly the SAP Cloud Service Center.
You can find more details about the services offered by Cloud Service Center on https://www.sap.com/services/application-development.html .
You can contact Cloud Service Center as follows:
a) If you are a partner: please use firstname.lastname@example.org or the Partnerfinder
b) If you are a customer: please use the little blue box “Contact Us” shown on the very right hand side of https://www.sap.com/services/application-development.html, choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page
An alternative option may be to check the SAP Cloud for CustomerIdeas Forum to submit an idea:
party role , lead , opportunities , KBA , party , opportunities , convert , lead , quick create , LOD-CRM-LM , Lead Management , LOD-CRM-OPP , Opportunity Management , Problem