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C4C: Employee Responsible – Sales - no records found when trying to assign an Employee

Nov 29, 2016 at 08:09 PM

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Hello. We are trying to establish a Selling Unit on our Sales Quotes. From this blog we’ve determined that we would like to assign using the “Functional Organizational Unit of Employee Responsible”. We have created Employees and Org Units with the Sales function and assigned Employees to these Org Units. However when we edit the Account Team of an Account we’re unable to assign any one of our Employees as the “Employee Responsible – Sales”. The system has assigned whoever created the account as the “Employee Responsible – Sales” – but if we delete that assignment and try to enter a new “Employee Responsible – Sales” the value selection for Name shows “No Records Found”. Typing an entry manually doesn’t work either.

If it matters, we have put our parent Sales Org (we have just one) in the Account’s Sales Data and our employees are assigned to children Org Units of the Sales Org. This blog shows the same idea as Option 3.

Any help would be greatly appreciated

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1 Answer

Jan Westhues Dec 02, 2016 at 09:11 PM
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Hi Keith,

you have to assign the workcenter view "people --> employees" in order to be able to access the list of employees.

BR,

Jan

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Thank you Jan. I was using an Admin-type user id -- it had a lot of Authorization; I think it had the Workcenter as you've described. Today I tried with a Business-type user id generated from an Employee in the Org Structure and it worked.

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