How to Restrict Account / Customer in CRM

[Former Member]

Hello Experts

I want to restirict Account/ Customer in CRM whiel creating any of CRM transactions like Activity Lead Opportunity Quote.

I want  when User try to use certain customers/accoutns to use in transaction while saving crm should give error and not to allow to save any transaction for these customers.

And  we have customer hirrachy i e .Parent child and sold to party for accoutn or customer

CRM 7.0 & ECC 6.0 are integrated

KIndly provide solution

Points will be rewarded

[Former Member · Accepted solution]

Hi,

you may consider if ACE (Access Control Engine) fits your requirements (with ACE you could restrict the visibility of certain BPs to some users based on your criteria: you could implement ACE so that users do not see some BPs at all, so that they cannot change them or use them in creating transactions)

See also:

http://scn.sap.com/people/boris.dingenouts/blog/2006/09/18/the-concept-and-implementation-of-crm-ace

Best regards!

[Former Member · Accepted solution]

Thnx Laura for info ! still any more specific suggestion if you could provide , would be better .

[Former Member · Accepted solution]

Hi,

in case you need more information on ACE, see sap note 1178926 and the documentation for all the activities in SPRO under CRM->Basic Functions->Access Control Engine.

Moreover, just to have an idea on the steps required for implementation, apart from the very well written tutorial in my post above, try also reading other tutorials on the internet (e.g. http://sapcrmtutorials.com/2011/12/basic-configuration-settings-for-aceaccess-control-engine/

http://sapcrmtutorial.blogspot.it/2012/03/configuration-implementation-of-crm.html

Best regards!

Laura.

[robert_kunstelj]

You can use blocking reasons on business partner. In this way you will get error message on transaction when blocked business partner will be used.

Then you have 2 options:

- implement sap notes which prevent saving transactions with errors

- or implement logic in ORDER_SAVE badi to restrict saving of document for only that particullar reason

[Former Member]

Thanks Robert for info but our requirement is bit different liek we have two sales org .and we want to restrict specific accoutns for one sales org n it shd be available for another sales org how we can do it any suggestions

[former_member13738]

You can achieve this by implementing ACE.

Regards,

Leon

[Former Member]

Thanx Leon If you could provide more indetails information that could help me more !