Sales Data of the newly created Account is not displayed.

[Kolli_Nagarjuna]

Hello Community,

I have created a few accounts, but the sales data tab for those accounts is empty. I can manually add the sales data but I need the data to be populated by default as soon as I create those accounts. 

Please Help.

[Molly]

Hello,

To auto population of sales data is taken from the logged-in employee, while Code List Restriction default values are set by the administrator:

Configure the Sales Area Data Pre-population at Account and Individual Customer Creation

1. To enable this feature, navigate to Business configuration Implementation Projects

2. Select the project and click Edit Project Scope.

3. A wizard appears. Navigate to General Business Data Business Partners Handling of Business Partners

4. Select the scoping question “Do you want to pre-populate the sales area of the Account/Individual Customer?”

Configure the CLR Default Values As an administrator you can set the CLR default values.

1. To do this, navigate to Administrator General Settings Code List Restriction Filter Sales Data Go.

2. Select the code you want to restrict.

3. Click Default Values and add the Code Default Value.

Help document with details: https://help.sap.com/docs/sap-cloud-for-customer/725c2f32784a4914b1b9caa35e2e822a/5b305412b40040ff8a...

Hope this could help 🙂

Thanks and Regards,
Molly