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Owner shouldn´t be determined automatically

former_member197801
Participant
0 Kudos

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

Accepted Solutions (1)

Accepted Solutions (1)

PrasanthArya
Advisor
Advisor
0 Kudos

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

Answers (4)

Answers (4)

former_member197801
Participant
0 Kudos

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

Jan_Westhues
Explorer
0 Kudos

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

former_member197801
Participant
0 Kudos

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

ankurgodre
Active Contributor
0 Kudos

Ulla,

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

BR

Ankur