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Question on CRM role assignment with HR ALE integration

Can anyone confirm for me, that if the Org model, position, and employee is replicated from ERP org model.

If a new position is created in ERP is ALE to CRM, does that require maintainence in CRM transaction CRM_PPOMA where the CRM business role I.E. SALESPRO needs to be assigned to the position as the CRM business role? The CRM business roles are defined in CRM transaction CRMC_UI_PROFILE and to my knowledge those entries do not exist in ERP.

When a new CRM user is created these steps need defined

1. Create User ID

2. Create employee BP and assign user id

3. Assign user to the org model to a position (& where BP role is assigned to the position)

4. Run report crmd_ui_role_assign to assign security based on the BP role assigned.

To me the full CRM ALE HR integration looks to automate step #2, and a portion of step 3 or all of it?

Steps 1 & 4 still need to be done for each employee requiring an actual CRM user id.

Step 4 could be a nightly job, but we see where it creates a change log in user ID even though no change was made so we tend to run it only on new users or when a user is assigned to a different position in the CRM org model.

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    author's profile photo Former Member
    Former Member
    Posted on Jul 31, 2012 at 02:23 PM

    In talking with a consultant my understanding is that these activities are still required in CRM with the full HR ALE integration

    1. creating the actual user ID

    2. Assign CRM BP role to the position in org model

    3. assign security in SU01 (or running report crmd_ui_role_assign)

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