on 2025 Jan 27 8:24 PM
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.
Request clarification before answering.
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:
cheers Carsten
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
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.
User | Count |
---|---|
13 | |
3 | |
2 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.