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Former Member
Jan 04, 2008 at 02:14 PM

Maintenance of Authorization for transactions in CRM 5.0.

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Hi Experts .

We are using CRM 5.0 with PCUI.

TheBusiness requirement is to maintain authorization for own transactions.the users who is involved in transactions should only be authorized to Open & see the transactions.Other users who are not involved in partner function like "Assigned to" & "Account responsible " should not be able to open & see the transactions like Activity .Lead , Opportunity ,Sales orders.& Service orders.System should give error message saying no authorizations.

We tried with below authorization objects to achieve this

CRM_ORD_OP (your own documents)

- CRM_ORD_LP (organization levels)

- CRM_ORD_PR (transaction type)

- CRM_ORD_OE (sales area/service Org).

- CRM_ORD_RL

- CRM_ORD_RS

But still system allows to open transaction belong to others.

Is there any alternative to control this.

Helpful answers would be rewarded max points.

Thanks in Advance.

Regards,

Basavaraj Patil