CRM Utilities - Authorization restriction in contract management

[christian_arias]

Dear Experts

I have a question regarding Contract Management for Utilities in CRM. The client has implemented CRM 7.0 and IS-U (ERP 6.0) for a multi-company regulated market, all users share a common system and are able to see data of every company, however not every user should be able to change a contract (end, product change) but only those who belong to the company.

This kind of authorization controls are easy to achive in IS-U in several transactions and processes using company code and busines area as relevant authorization parameters.

How this can be applied in CRM Web UI?

Please help me.

Best regards.

[CarstenKasper · Accepted solution]

Good Morning Christian,

What you can do, at least I would:

• Check in the Service subtree of SPRO
  • If there is a fitting determination Profile under Organizational Data Determination. You can see the Rules which lead you to suitable Function Modules (like CRM_ORGMAN_ORGOBJECTS_FIND_11) 
  • Enter any of those into the Transaction Customizing
• Implement a Report
  • Get main Partner from OneOrder
  • Call logic similar to the Function Module in the determination rule to get the Partners Org.
  • Put the data into the Transaction by CRM_ORDER_MAINTAIN or using BOL.

Of course this is just very brief. You might possibly want to go with the organization assignment of the Employee Repsonsible on the Contract instead of the main Partner (Customer). 

Keep in mind that for Utilities Contracts you do have one Item per Division. Data has to be placed there, too! As far as I remember data could even be different per Item. I know if you are creating the Contracts in the IC part of S/4 I believe you have to login Partner and Contract Account before Contract maintenance is possible, but the Account might be changed afterwards. 

Hope this gives you a little guidance. Has been some time since I last touched the Utilities part of S/4.

Cheers Carsten

[christian_arias · Accepted solution]

Thank you very much Carsten.

[CarstenKasper]

Hi Christian,

the IS-U Contracts in WebClient are based on the CRM OneOrder model for business transactions. Thus the same authorization concept applies on S/4 as it is on CRM.

I suppose you are already assigning Sales Organization data to the Contracts via an Org. Determination Profile. The correct PFCG object for your scenario should be CRM_ORD_OE.

Have a look here:

https://help.sap.com/docs/SAP_CUSTOMER_RELATIONSHIP_MANAGEMENT/cb77bf16eae9401fb7c569c5ac3b4bb6/d0be...

cheers Carsten

[christian_arias]

Hi Carsten

Thanks for your answer. I have checked organizational data for utitlities contracts and noticed that in this systems is not filled. I guess corresponding profile and rules were not defined during implementation. So, we have to work on it with the aim that new contract operations have this information from the creation time, and try to fill this information for existing contracts.

Any recommendation about it, will be very helpful.

Cheers,

Christian.