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  • How To Set Up An Authorization For A Business Partner in Customer Relationship Management Internet Sales Sample Case

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    greenmasterpower
    169 vizualizări12 pagini
    How to Set Up an authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case Applies to: SAP CRM 4. Even in Internet user she is not allowed to change any field other than user name, password, roles, and lock and unlock. BP should not be allowed to be maintained or displayed in any other role than General (mandatory in CRM) and Internet user.

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    How to Set Up an Authorization for a Business Partner in Customer Relationship Management Internet Sales Sample Case

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    How to Set Up an authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case Applies to: SAP CRM 4. Even in Internet user she is not allowed to change any field other than user name, password, roles, and lock and unlock. BP should not be allowed to be maintained or displayed in any other role than General (mandatory in CRM) and Internet user.

    Drepturi de autor:

    Attribution Non-Commercial (BY-NC)
    Descărcați ca PDF, TXT sau citiți online pe Scribd
    Indicator pentru conținut neadecvat
    169 vizualizări12 pagini

    How To Set Up An Authorization For A Business Partner in Customer Relationship Management Internet Sales Sample Case

    Încărcat de

    greenmasterpower
    How to Set Up an authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case Applies to: SAP CRM 4. Even in Internet user she is not allowed to change any field other than user name, password, roles, and lock and unlock. BP should not be allowed to be maintained or displayed in any other role than General (mandatory in CRM) and Internet user.

    Drepturi de autor:

    Attribution Non-Commercial (BY-NC)
    Descărcați ca PDF, TXT sau citiți online pe Scribd
    Indicator pentru conținut neadecvat
    din 12

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case
    Applies to:
    SAP CRM 4.0 Internet Sales and beyond

    Summary
    You want to set up an authorization where customer care is allowed only to modify the business partner (BP) for the role internet user. However, even in internet user she is not allowed to change any field other than user name, password, roles, and lock and unlock. BP should not be allowed to be maintained or displayed in any other role than General (mandatory in CRM) and Internet user. Author: Ashvini Kumar Saxena Company: SAP GDC Bangalore Created on: 28th March 2007

    Author Bio
    Ashvini Kumar Saxena works in the Global Delivery Center, Bangalore. Ashvini has been involved in CRM implementation and development teams for the last seven years. (Email address: a.saxena@sap.com)

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 1

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Table of Contents
    Start transaction PFCG.................................................................................................................... 3 Enter transaction PFCG ............................................................................................................... 3 In the next screen go to Tab Go to tab menu......................................................................................... 3 Authorization............................................................................................................ 3

    And click on change authorization data ....................................................................................... 4 Deactivate these roles.................................................................................................................. 5 Set up following values for Roles................................................................................................. 5 Settings in SPRO............................................................................................................................. 7 Save and go back to PFCG and generate the role...................................................................... 8 Test the customizing........................................................................................................................ 9

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Start transaction PFCG


    Enter transaction PFCG Create a role Z: BP_AND_PCAT_ADM

    In the next screen go to Tab Add transaction BP and SU01 .

    menu

    Go to tab

    Authorization

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 3

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    And click on change authorization data

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 4

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Deactivate these roles

    Set up following values for Roles Internet user: BUP005 Activity: Change, display General role: 000000 Activity: Display

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 5

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Set up the field groups for change and display ( caution: if you dont do this activity you might not see the internet user tab)

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 6

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Settings in SPRO
    Now go to SPRO Cross Application Components groupings Configure Field attributes per BP role SAP Business Partners basic settings field

    Look for your role: BUP005. If it is not there, use new entry to insert it in the table

    Double click on the entry or press field grouping after selecting the role

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 7

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Initially most of the fields would be not spec. Change all the fields in all the data sets except User data to Display. This ensures, customer care person cannot change the values in main BP data As per your requirement, hide and make the fields mandatory in the user data sets( for both roles mark your fields for General and Internet sales role )

    Save and go back to PFCG and generate the role. Assign the user to your role and perform a user comparison in the user tab. Make sure that all lights are green in the tabs as below

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 8

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Test the customizing


    Login as the user (for e.g. mentioned above ) 1. You are allowed to launch transaction You are not allowed to create person/organization/group

    2. You are allowed to display General role

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 9

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    3. You are not allowed to maintain BP in a general role

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 10

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    4. You are allowed to maintain internet user but no tab is enabled except internet sales .

    5. You see only those fields that have been configured for the field in activities above

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 11

    How to Set Up an Authorization for a Business Partner in Customer Relationship Management (CRM) Internet Sales: Sample Case

    Hence our objective is complete However the possibilities are endless. You can create authorization groups in many ways, assign them to different BPs (in the tab control data) . Then you can maintain field groups per authorization group and view/change only those fields that are necessary for the users. So have fun with authorization .

    SAP DEVELOPER NETWORK | sdn.sap.com 2007 SAP AG

    BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 12

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