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Jan 27, 2019 at 10:21 AM

Service Contract Hierarchy in CRM

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Hello Experts,

Our company has CRM EHP4.

We are required to develop a new business flow in which partners create service order and fill the right service product that are done.

The partners are taken from an organizational hierarchy tree which is maintained in our system.

Our company wants to create contracts for groups of partners, base on their position in the organization's hierarchy, meaning there will be a general contract to all of the partners and a more specific one with each level in the hierarchy, until the level of a specific partner.

At the creation of the service order, we want the system to suggest the relevant service products from the relevant contracts. Meanings, service products from the partner's contract AND from the contracts of the higher levels in the hierarchy.

Please help

Regards,

Shaked