SAP Knowledge Base Article - Public

2878068 - Custom Party Role Missing When Converting a Lead to Opportunity

Symptom

A custom party role is missing from the quick create screen when converting a Lead to Opportunity.

Environment

SAP Cloud for Customer

Reproducing the Issue

Prerequisite:

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.

  1. Go to the Sales work center.
  2. Go to the Leads view.
  3. Open the Lead 123 (where 123 is a Lead ID ).
  4. Go to Actions and select Convert to Opportunity.

In the Opportunity creation screen from within the Lead, Zparty is not available.

Cause

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.

Resolution

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 cloudsolutionpartner@sap.com 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:

https://influence.sap.com/SAPCloudforCustomer

Keywords

party role , lead , opportunities , KBA , opportunities , quick create , party , lead , convert , LOD-CRM-LM , Lead Management , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer add-ins 1911