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Former Member

So Can I determine the business partners linked to user based on the assigned role and org. structure?

Hello, I am working on a SAP CRM 7 Sales implementation and we are implementing leads and opportunity scenarios. The current business organization model is that there multiple vertical and horizontal departments. This is typical matrix structure. This organization has done the segregation of its clients based on the verticals so every clients belongs to at least one or more Vertical department but Horizontal departments can contact all the clients. In the same way sales executives are also either belonging to one or more Verticals or Horizontal departments? Horizontal sales executive can create leads for any clients available in the system but a Vertical sales executive can only create lead only for the client belongs to his vertical and assigned to him. This can be achieved by creating organization structure and business partner relationship.

Now the problem statement is that few sales executives need work for both some Verticals and Horizontals at the same time. But requirement is that they should be able to do the both roles with single user id but multiple roles. So when sales executive is creating leads his vertical department, he should only be able to select clients assigned to his Vertical only but when he is creating lead for Horizontal department, he should be able to select any clients.

So Can I determine the business partners linked to user based on the assigned role and org. structure?

Please let me know if this is not clear also note we are only using CRM WebUI no SAP ePortal.


Thanks a lot your help in advance.


Regards

Sudesh Sharma

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2 Answers

  • Posted on Jul 03, 2015 at 06:55 AM

    Hi Sudesh,

    You can use source CRM_PARTNER_B to determine the org unit BP, then use the org unit BP's relationship to determine the desired user BP.

    Best regards,

    Maggie

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 03, 2015 at 08:05 AM

    Hi ,

    you can use territory management functionality here, to map matrix. Lets say , every customer can have territory assigned and there is one sales person handling ( person responsible ) to this territory.

    Based on this , you can build subsequent logic ( matrix ) for lead creation , opp, order etc creation , by sales person.

    Hope it helps,

    regards,

    Prashant

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