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Owner shouldn´t be determined automatically

Nov 09, 2016 at 07:07 AM

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Dear experts,

when creating a new account in our system the owner is always filled out with the current logged in user. We do not want this to be set because our system is integrated with SAP ECC and we want the users to enter the responsible employee within the account team facet in order to set the sales organization of the partner function.

I read in another blog that the owner should usually only be determined automatically if the system is NOT integrated to ERP. Also in some other system the owner is not filled out at the moment of account creation but I cannot find the correct setting to avoid this.

We really urgently need an information on this. Could you please help?

Thanks and BR,

Ulla

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5 Answers

Ankur Godre
Nov 22, 2016 at 07:07 AM
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Ulla,

Remove partner determination for Accounts in Fine-tune activity - check party role codes.

BR

Ankur

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Ulla Lambauer Nov 24, 2016 at 02:26 PM
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Hi Ankur,

I can´t find any fine-tuning activity on this. What should be the exact name of the activity and do I have to scope anything in order to get this activity?

Thanks and BR

Ulla

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Jan Westhues Dec 02, 2016 at 09:24 PM
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Hi Ulla,

normally for accounts there is a workflow rule to be setup up in order to have the currently logged in user as employee responsible.

Therefore you might want to check your workflow rules.

BR

Jan

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Ulla Lambauer Jan 24, 2017 at 08:48 AM
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Hi Jan,

thanks for the hint. I know that workflow rule but we haven´t configured anything like that

Ankur: what should be the name of the fine-tuning activity?

BR

Ulla

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Prasanth Sarma Aryasomayajula
Jan 24, 2017 at 10:24 AM
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If Territory Management is OFF- logged in person becomes the Account Owner

If Territory Management is ON- You can use "Derive Territory" action on the new account to get the territory (based on defined territory rules) and the territory team inherited by the account

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