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Establish creator as owner in sales offer

pmuni
Explorer
0 Kudos

Hi experts

Does anyone know how we can establish in a sales offer that the owner is the creator of the sales offer, by using workflow rules we cant select the owner like field to change.

Many thanks in advance

Accepted Solutions (1)

Accepted Solutions (1)

manideepsatya
Advisor
Advisor
0 Kudos

Dear pmuni1,

This needs to be done using Involved Party Determination for Sales Quote within the Sales Quotes business configuration activity.

Business Configuration >> Overview >> Sales Quotes activity >> Maintain Involved Parties >> Employee Responsible >> Maintain Determinations >> Select only last step "Current User"

Regards,
Satya

Answers (0)