Unable To Reassign Leads Using TAP When Lead Owner Flag Enabled

(Doc ID 2368188.1)

Last updated on MARCH 01, 2018

Applies to:

Oracle Sales Foundation - Version 12.1.3 and later
Information in this document applies to any platform.

Symptoms

On : 12.1.3 version, Lead Management

ACTUAL BEHAVIOR
---------------
Unable to reassign leads using TAP when Lead Owner Flag enabled

EXPECTED BEHAVIOR
-----------------------
should be able reassign leads using TAP when Lead Owner Flag enabled

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Sales User > Sales Dashboard > Leads
2. Create Lead and then click Apply
3. By default, the Owner flag is enabled (checked) for the Sales Manager assigned to the lead (Internal Sales Team)
4. Run Concurrent Program: Assign Territory Access for New Mode
5. Lead is not reassigned to correct sales manager as expected based on Territory Assignment Rules

Next:
6.Uncheck 'Owner'
7. Click Save
8. Lead is reassigned as expected



Changes

 

Cause

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