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
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