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Former Member

SAP Cloud For Customer : Determine Auto Sales Manager in Opportunity from Org Unit

Hi Experts,

We have scenario for Opportunity:

We have Org Unit

A-Level 1 (As Company)

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A1-Level 2 (Manager (M1) and Employee (E1, E2))

|

A2- Level 3 (Manager (E1,E2) and Employee (E3, E4))

Here we have requirement when any employee create opportunity automatically manager should add under Sales Team or Involve Part.

Can you please let me know if anyone know about this.

If possible than how to achieve this if not than what is an alternative way to achieve the same.

Regards,

Mithun

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2 Answers

  • Jan 04, 2017 at 05:21 AM

    Hi,

    Define the rules to determine the required parties into the opportunities

    Try the below step

    1. Go to ADMINISTRATOR -SALES AND MARKETING SETTINGS-DEFINE RULES FOR OPPORTUNITY PARTIES
    2. Add a new row and include the employee sales unit under the SALES UNIT ID
    3. Add the required Manager of the employee under the party ID
    4. Add the party role under party role
    5. Then activate this rule

    Now create a new opportunity and check

    Regards

    Logan

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    • Former Member

      Thanks @Loganathan P,

      Its work but we need to require this on Creation of Opportunity.

      We have used below setting and its working fine when we click on Submit For Approval action from Action button.

      Please advice if you have more information related to this.

      Regards,

      Mithun

  • Jan 04, 2017 at 02:03 PM

    Hi

    Share some insight on your requirement.I am not able to get you

    Regards

    Logan

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