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Default Values for Sales Data while new prospect creation

flogu
Explorer
0 Kudos

2021-08-25-13-51-26-window.pngHi experts,

I am wondering if we can set up default values for Sales Organisation / Distribution Channel / Division while we are creating a new prospect in C4 Sales Cloud.

We could define the sales org, distr. ch. and division based on the user who is logged into the system. Every user is an employee of one specific sales office. Therefore we can pull in the linked sales org. For distribution channel and division we are using code list restrictions to narrow them down to only one available entry per field. I set the default value in the code list already but unfortunately without success.

Do you guys have any other idea how to bring in default values in these fields?

Thanks,

Florian

Accepted Solutions (0)

Answers (2)

Answers (2)

PU
Participant
0 Kudos

Hi Florian,

We have had a similar need in a quote creation scenario.
We solved the Sales Org and Sales Unit requirement to be populate based on the selection of a client.

For the Division and Distribution channel fields I used this blog - https://blogs.sap.com/2021/06/03/driving-field-default-values-with-value-type-rules-in-sap-c4c/ , and populate these fields based on the document type in our scenario.
The rule for division : IF(CONTAINS('ZCPQ', Root.ProcessingType),'10',Root.DivisionCode)

I hope this can assist you.

Regards, Phil

flogu
Explorer

Hi Phil, thanks for your answer - as far as I know is this only working for creation of new sales documents, right? We are trying to use the same but when we create a new prospect. And therefore I couldn't find the fields in rule editor.

klockowa
Explorer
0 Kudos

Hi Florian,

we are also looking for a solution for this problem for a long time. Without success. It would be great if someone has an idea how to solve it.

There are already many requests for it at the SAP Influence board.

You may like to vote for them in order to encourage SAP to provide it with one of the next releases:

https://influence.sap.com/sap/ino/#/idea/230349

https://influence.sap.com/sap/ino/#/idea/253749

https://influence.sap.com/sap/ino/#/idea/210484

https://influence.sap.com/sap/ino/#/idea/257051

https://influence.sap.com/sap/ino/#/idea/236988

Best regards.

Anja