KBA 2612173 outlines that the steps you followed only work for ITSM documents (Incidents, etc.) where there is an IBase field in the standard Transaction type (e.g. SMIN). If there is no IBase field as standard in the Transaction type, then the "Sold-to party" value cannot be determined automatically.
The standard ChaRM Change Documents do not include an IBase field, so the method used by the ITSM documents will not work out-of-the-box. If you want this functionality, the KBA outlines that there are 2 options you can take:
- Create template RFC documents where the "Sold-to party" is filled while creating the template. Then any RFCs created from the template will already have the relevant "Sold-to party" value.
- This option requires no Customization, and will work out of the box. But it is not dynamic, the values will be fixed in the templates. Users will need to know the correct template to use when creating their Change Documents.
- Read the Support Team Determination via Business Rule Framework plus documentation and customize your Z Change Document Transaction types so that they make use of custom BRF+ determination rules.
- This option requires Customization, and is not considered standard functionality of the Change Documents. However, it can be dynamic and respond to other data in the Change Document (depending on your BRF+ determination rules). This is quite complex Customization, but can be very powerful if done right.
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