Skip to Content
author's profile photo Former Member
Former Member

ERP Quotation as follow up of Opportunity in CRM Web UI

Hello Everyone,

We have created two Business Roles and configured ERP Quoattion as follow up for opportunity and it is working fine with one Business Role and it is not working for the other Business Role. We have done all necessary configurations . After clicking the button " Create Follow up" we are able to see ERP Quotation as Category and after choosing ERP Quotation -> choose Product, ERP Quotation screen is not displayed. It remains in the opportunity screen. Please suggest me where I went wrong for the second business role.

Regards,

Priyanka

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Jan 13, 2016 at 06:17 AM

    Hi Priyanka,

    This issue can be related to PFCG authorization. If it is working in one business role and in another business role, you are unable to proceed further, then its a clear indication of missing authorization.

    Just compare both role and check SU53 trace while working on that business role which is troubling the access.

    Best regards,

    Dinesh

    Add a comment
    10|10000 characters needed characters exceeded

    • Former Member


      Hi Dinesh,

      Actually Navigation Bar Profiles are different for both the roles. I have maintained "Generic Outbound Plug Mappings" related to ERP Quotation for the Navigation Profile in SPRO and it is working fine. Thanks for the support.

      Regards,

      Priyanka

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.