Invalid Account Sites Created When Quote Is Created From Opportunity (Doc ID 1097531.1)

Last updated on FEBRUARY 11, 2021

Applies to:

Symptoms

If an opportunity has a contact with an address and the opportunity is converted to quote, Quoting creates contact account sites in TCA for bill-to and ship-to during opportunity to quote conversion. This is happening because sold-to contact's party site was automatically copied to ship-to and bill-to. Since account site does not exist for these uses, eventually they get created during quote saving flow.

EXPECTED BEHAVIOR
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Expect quoting not to create bill-to, ship-to account sites when only sold-to contact was populated, but not bill-to/ship-to contact.

STEPS
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The issue can be reproduced at will with the following steps:

1. Resp: Customer Online SuperUser
2. Query Account
3. "Relationships" > Create Org Contact > create a contact -> enter any address

select * from hz_party_sites
order by creation_date desc
--> Note that party site gets created, note down this party_site_id

4. Sales Dashboard (or you can use Telesales Agent if you want to test forms UI)

5. Create opportunity by entering above contact

7. Convert opportunity to quote

After saving is complete, you will account site and two usages

select * from hz_cust_acct_sites_all where party_site_id =
--> a row was created

select site_use_code from hz_cust_site_uses_all where cust_acct_site_id =
--> two rows
BILL_TO
SHIP_TO

Changes

Cause

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