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Former Member

C4C - Is there a way to default Sales Organization, Currency, etc in Account Creation

Dear All

Is there any way of defaulting the Sales Organization (or Sales Area), Sales office, Currency, etc while Account creation in C4C? Could not find any code list restriction for the same in the Account Object.

Appreciate your thoughts on the same.

Regards

Avi

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4 Answers

  • Aug 13, 2017 at 11:22 AM

    Open an incident and clearly define the exact use case that you would like to configure in the workflow engine and the result you would like to see.

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  • Aug 15, 2017 at 10:20 AM

    Hi Avineesh,

    My solution proposal requires some development.

    Create a workflow rule for Business Object: Account

    Timing: On Create Only

    Rule Type: Field Update

    Do the development through SDK for Fields and Values for Sales Organization (or Sales Area), Sales office, Currency, to use in the

    Rule Type: Field Update sot hat you can default required values while Account creation in C4C.

    If this answer satisfy your query, then please do not forget to click on “Accept” this answer as correct one.

    Thanks

    Santosh

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  • Aug 16, 2017 at 03:49 PM

    Hello Avineesh,

    In Standard ::The Sales Org and Account both are master data .The auto determination of Sales data/Currency will work in case of creating New transaction data(e.g. Sales Quote), not while creation of another master data (e.g 'New Account').

    Do set the post as answered if this helps !.

    Best Regards,
    Ankush Pashine.

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    Former Member
    Sep 13, 2017 at 04:38 PM

    Few things like the Currency, Incoterms and Customer Group can be defaulted by creating the code list restriction for the Sales Data using other parameters like Distribution Channel or Division. However defaulting the Sales organization is not possible.

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