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Please maintain sales data for selected sales organization.

former_member230455
Participant
0 Likes
1,281

Hey Gurus!!,

I need your help.

As per the business we need to change the by default owner to an employee(This Employee contains Sales data (Sales Organisation, distribution channel, division code)) and create the Account.

Once a Account is created, "Sales data" tab is filled by workflow rule(A work flow created).

if you open the corresponding "Account Team" , Changed owner+ Sales organization needs to be visible.

I m tyring to do it from sdk but i m getting an error "Please Maintain Sales Area data for selected organisation".

As i m already passing employee dynamic via code.

Thanks

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Answers (1)

Answers (1)

former_member226
Employee
Employee
0 Likes

Hi,

Why you are creating a Custom PDI solution when standard offers exactly the same functionality as part of workflow rules?

To do so, you can create a new workflow rule for "Account" BO with the "On Create Only" event and associate a action "Assign Me as Owner" which will in result add the logged-in employee as employee responsible to the account team.

workflow.png

Regards

Saurabh