on 07-07-2014 12:21 PM
Dear all,
When i open quick create of opportunity via account.
We get an error message. Is there something i am missing in scoping?
Error Message : Please enter a party with role Sales Unit.
Regards,
Dhruvin
Hello Dhruvin,
The default error is nothing but an employee (owner) who is not assigned to a Sales Unit.
You can either assign the employee responsible to a Sales unit under the Organizational Management workcenter which will enable automatic population of the Sales unit when you are creating an Opportunity and assigning an owner & you shall not get this error anymore.
OR
If you do not want to do this then while creating an opportunity you can assign an owner & select a Sales Unit under Opportunity creation screen for this owner which shall remove this error.
Hope this helps!
BR
Ankur
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The user (employee) who wants to create opportunity is not assigned to any sales unit in org structure. If you;re using one of the demo tenant, please check the org strucutre for one of the assinged employee's login & try again.. Lemme know if u wereable this time.
With Regards,
Rahul
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