SAP Knowledge Base Article - Public

2900724 - Follow-up Activities can be Created in a Depersonalized Transaction Document such as Opportunity

Symptom

In a depersonalized opportunity, you can still create new activites for the anonymized customer.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales >> Opportunities work center. 
  2. Select an opporutnity and click on More > Depersonalized button. 
  3. Open this opportunity > Nevigate to Sales Activities facet. 
  4. Here, you can see the New button for activities such as appointment, task, is still available. You can create a new activity with the anonymized account XXXXXXXXXX XXXXXXXXXX. 

Cause

For depersonalized opportunities, still users can create new activities associated with the account "XXXXXXXXXX XXXXXXXXXX"

Currently we do not disallow this because maybe you still want to use the existing document as template for follow-up documents. There in the activity quick creation screen you can change the account.

Resolution

This is expected behavior.

Keywords

KBA , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer core applications 2002