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Bharath Raj

Partner Determination - two document type in SAP C4C

Jul 17, 2017 at 06:34 AM | 131 Views

Hi All,

I am having two documents type zopp1 and zopp2 for opportunities. For zopp1 only x,y and z parties should determine automatically and for zopp2 a,b,c parties should determine automatically.
So far,

I have maintained two document types.
Maintained involved parties in opportunity fine tuning activity.

So how to restrict for zopp1- x,y,z parties should determine automatically
zopp2- a,b,c parties should determine automatically

Note: Code list restriction will hide the dropdown value. Will it be useful for automatic partner determination.

Please suggest!!!

Regards,
Bharathraj

SAP Cloud for Customer
C4C Cloud for Sales
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1 Answer

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    Loganathan P
    Jul 18, 2017 at 10:20 AM

    Hi Bharath,

    Yes.You can define Rule for determination of parties in Opportunities based on the Document types.

    Try the below steps :-

    1. Hover over the (Beta) Adminstration workcenter and select Sales and Marketing View

    2. Choose " Define Rules for Opportunity Rules" under the Rules section

    3.Add a New Row and define the respective condition(In your case,you can go with the Document Types)

    Note :

    Some time Document Type will not available,in that case,Choose "Adapt Columns" and select the Document Type as the parameter.

    Regards

    Logan

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