Determination of Sales Channel during Account-Creation

[former_member614104]

Dear Experts,

during account creation, is there a way to auto-determine/pre-fill the sales organization and distribution channel based on the user creating the new account?

I know how to do this with opportunities, activities and sales quotes, but haven't figured out how to do it with accounts. Is there a way at all?

Thank you and best regards,

Martin

[former_member309174 · Accepted solution]

Hi Martin,

Currently automatic determination of Sales Area is available only for Sales Document (quotes, opportunities, activities...).

To determine automatically Sales Area to Business Partners (account, contact...), is not possible currently. Only direct assignment (manually, web service call, data workbench import/update...) of this information is supported for accounts.

As per the documentation for Party Processing, only business transactions support automatic assignment.

Best regards,

Artur Olschowsky