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Former Member

Changing Master Data Template assigned to a Business Partner

Hi guys

In our SAP CRM environment, our call center has CRM Webui as their front end.

We have created Business Partner templates specific to a Sales Area in our system.

Now the steps in the process followed are:

1) Populate the General data parameters in the webui & save.

2) Then save the Account & goto Account Overview link.

3) Here in the Sales Area tab .. we click "Create from template" & save. This creates the Sales Area data for that customer in the CRM system.

Now the problem I am having is:

1) If the user by mistake assigns a wrong Sales Area Master Data template & Save... how does he change that template.

'Coz during testing when I try to click "Change Template" option in the Sales Area part of the Account Overview of the customer, I get an error saying "The Template XYZ (the incorrectly assigned template) still in use & cannot be changed".

There are no transactions on this Customer yet. Also I tried to end the session & come back into the Account Overview & change the template .. but it doesnt work.

Can anyone let me know if an assigned Master Data template for a Business Partner can be replaced with another Template on the WEBUI ?

Also How do I assign multiple Templates to a Business Partner. The reason I ask this is once one template is assigned, the option "New From template" on the Account Overview section - Sales Area part, vanishes.

Now the options available are "New" & "Change Template"

I can add another Sales Area but have to do it manually using the "New" option. But this defeats the purpose of using Templates.

Can anyone shed some light on this. I am new in SAP CRM.

Thanks for ur valuable time,

Vin

Edited by: vinit parkar on Sep 29, 2010 6:05 PM

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 29, 2013 at 11:08 AM

    I am working on a identical requirement, but I found out that it is impossible to assign more than one template to a business partner.

    Also How do I assign multiple Templates to a Business Partner. The reason I ask this is once one template is assigned, the option "New From template" on the Account Overview section - Sales Area part, vanishes.

    Now the options available are "New" & "Change Template"

    Per template type you can assign only one template to a business partner.

    CRM_SALES is the only template type for business partners.

    Thus you can assign only one template to a business partner.

    Although you can assign multiple templates to a business partner via SAP GUI, when using different template types, only templates from template type CRM_SALES are taken into account and resulting in a sales area assignment.

    Since the table BUT0TP supports multiple assignments of templates to business partners ...

    ... I am wondering if someone knows a work-around (via an enhancement) to enable multiple assignment of templates for business partners?


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    BUT0TP.png (13.4 kB)
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