ASN: Not Able To Add Supplier Contact Resource To Sales Team Of Lead And Opportunity (Doc ID 2309025.1)

Last updated on DECEMBER 19, 2022

Applies to:

Symptoms

In 12.2.4 not able to assign supplier contact resources to sales team for leads and opportunity.

Steps to Reproduce
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1. Create supplier contact:
  Navigate > Purchasing, Vision Operations > Supply Base > Suppliers > in Simple Search query Supplier Name=XXX > click Go > select Contact Directory > click Create button enter First Name, Last Name > add Address, click Add Another row icon add Address > click Apply

2. Import into CRM resource the Supplier Contact.
  CRM Administrator responsibility > Resource Manager > Maintain Resources > Import Resource > select Resource Category 'Supplier Contact' > query Supplier 'XXX' , query Address 'XXX' , query Name 'XXX' > click Search > click Start Import

3. Create a Group and assign the supplier 'resource'
  CRM Administrator responsibility > Resource Manager > Maintain Resources > Groups > create Group enter group name , add supplier resource , on Used In tab add 'Sales and Telesales' > save

4. verify supplier contact resources to sales team for leads and opportunity
  Navigate > Sales User > Sales Dashboard > click opportunities link > find existing opportunity > go to Sales Team tab click add Person not able to add or find the above supplier contact resource

Changes

Cause

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