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How to allow create different transaction type for different customer

We are using CRM 7.0 now. We have two types customer, one is sap customer, the other is potential customer. We want to distinguish the two types customer. And user can create all transaction (for example: quotation, opportunity, activity) the sap customer. And the user only can create activity for the potential customer, they can't create others transaction type for potential customer. How can we realize it? Thanks.

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  • Posted on Aug 04, 2010 at 10:28 AM

    To achive that I think you will have to implement ACE. Look at the following to blogs which talk about ACE implementation and are focused also on the authorization of business partners access data:

    - /people/ravikiran.chittum/blog/2007/09/19/configuration-implementation-of-crm-access-control-engine-ace-part-1

    - /people/ravikiran.chittum/blog/2007/10/01/configuration-implementation-of-crm-access-control-engine-ace-part-2

    The other way would be maybe to use coresponding badi that is triggered on partner change and then you would have to control the transaction type.

    Regards.

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    • Former Member

      Robert Kunstelj, Thanks for your advise. I confuse that. If we need do ACE development to allow create different transaction type for different BP type. Why there are differnct BP role(sold-to-part, Prospect) in CRM? I think prospect BP is potential customer, we can create some transaction types for prospect BP, but not all transaction types. Is it right? But it seems that the fact is not as above. Whether can realize it by authorization role control.

      Please help it.

  • author's profile photo Former Member
    Former Member
    Posted on Sep 09, 2010 at 03:33 AM

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