Access restriction based on Sales Units / Sales Area

Hi all,
I am looking into the access restriction functionality on business roles.
One of our customers has a requirement to separate data between their different sales organisations. One sales organisation should not see customers, opportunities of the other sales organisation and vice versa.
In the access restriction I see that the access context defines on which elements you can set the access restriction.
For customers and opportunities the possibilities are: Employee or Territory.
Setting the access restriction on Employees is not a solid solution for me (when the employees are changed in the org model, the access restriction is influenced on several business roles..)
So what if we do not use territory management / if the territory management setup differs from the actual sales areas / sales units?
So my main questions are: can we set access restriction based on Sales Units? (we will setup integration with SAP ERP which means we cannot enter sales areas for prospects...). And can we influence the access context or do we need developments for that?
Kind regards,
Jasper

We plan to enhance the access restrictions based on sales organization and distribution channel in a future release.
If you setup territory management, we offer sales office and sales group including sales organization as attributes to define a territory if you are connected with SAP ERP.

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I have a requirement in SAP CRM 7.0 to create roles restricted based on Sales Organization(locations). We have two Sales Organization XXX and YYY, for which users need to be restricted. I have used the following objects for this regard.
CRM_ORD_OP, CRM_ORD_LP, CRM_ORD_PR, CRM_ORD_OE, CRM_BP_SA
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Regards,
Shahul Hameed M
BASIS Consultant

Hi Shahul,
I have a similar requirement as of yours. I have maintained auth values, in role as below:
CRM_ORD_LP
03       ACTVT
A        CHECK_LEV
*         PR_TYPE
CRM_ORD_OE
03       ACTVT
11       DIS_CHANNE   ( the user is assigned to this dstrbtion channel in org structure)
          SALES_GROU
          SALES_OFFI
SO1   SALES_ORG
          SERVICE_OR   ( the user is assigned to this sales org in org structure)
And, when I try to display the LEADs in CRM UI ...I still get the display of LEADs belonging to all sales orgs.
And my trace record for CRM_ORD_LP is....
CHECK_LEV    ' blank '
PR_TYPE          LEAD
ACTVT               03
that means, it is not considering the auth value ' A ' for auth field CHECK_LEV
Could you please let me know ...how you have achieved this restriction . Is there anything , i m missing here?
Thank You

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T.Code: SPRO
IMG --> Sales & Distribution --> Sales --> Sales Document Type --> Assign Sales Area to Sales Document Type.
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hi all,
We have a typical scenario for one of our customers. They are SAP ERP, ECC 6.0.
They have sales employees/managers assigned to customers. In order to maintain the link between the sales employees and the customers, their earlier implementation partner followed the following method for the linkage.
Each sales employee and each sales managers are given a SAP User ID like 101, 012, 103 etc.. Sales groups OR Sales offices are also maintained with the same numbers/IDs. At the customer master level, each customer's sales group is given the sales employee ID (which is same as that of the sales group). The example is as follows.
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CU1                              101                             108
CU2                              101                             108
CU3                              102                             108
CU4                              103                             109
CU5                              104                             110
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Now the customer has some authorization issues. He wants us to provide authorizatinos in such a way that -
if the sales employee 101 logs on to the system he should be able to Display the CUSTOMERS and the Sales Orders (XD03, VD03, VA03) that are assinged only to him (In other words with the sales group 101) and similarly for other sales employees.
if the sales manager 108 logs on to the system he should be able to display the customers and the sales orders that are assigned to his sales employees (101, 102). In other words with the sales office as the manager's ID 108.
I tried to use the authorization object V_VBKA_VKO but this doesnt see to be serving the purpose as this object is not being checked at all in any of the above VA03, XD03 and VD03 transactions.
Similarly I did not find any other authorization object which makes use of Sales group field and Sales office field which also has a linkage to VA03, XD03 and VD03 transactions.
The customer is evaluating our contract with them based on this solution.
Any help is greatly and highly appreciate.
Thanks,
Niran.

Hi,
Please use the following authorization objects for your purpose. For more details please go through the documentation of the objects:
V_KNA1_BRG     Customer: Account Authorization for Sales Areas
V_KNA1_VKO     Customer: Authorization for Sales Organizations
FYI:    V_VBKA_VKO     SD     Sales Activities: Authoriz.for org.data and sales activ.type
contains the following Fields which are relavant to your query
VKORG      Sales Organization
VTWEG      Distribution Channel
SPART      Division
VKBUR      Sales Office
VKGRP      Sales Group
KTAAR      Sales Activity Type for Sales Support
ACTVT      Activity
Regards,
Dipanjan

Sales document number based on pricing procedure ,sales area , customer pri

Hi,
where can i get saler document number based on pricing procedure ,sales area , customer pricing procedure and document pricing procedure.
please tell me the table name.
Thanks
Edited by: pandu123 on Jun 16, 2011 8:22 PM

I never heard of this requirement before, pulling sales document number based on pricing procedure based on customer pricing proc + document pricing procedure +sales area. These data are found in tables VBAK, T683,KNVV and TVAK. I dont think you can use ABAP query to join these table, check with an ABAP'er to develop a program for this requirement.
Regards,

To restrict some customers sales order which are less account balance.

Hi expert,
I want to restrict some customers sales order which are less account balance.
example:
ABC customer account balance is 100. now they ordered 150. now this SO document will not be posted until approval from superior. how can i do restrict this?
Please help regarding this
IF @transaction_type IN ('A','U') AND @Object_type = '17'
BEGIN
IF EXISTS (select 'A','U' FROM ORDR T0 INNER JOIN OCRD T1 ON T0.CardCode = T1.CardCode
WHERE @Object_type = '17' and T1.Balance < 100 AND T0.DocEntry = @list_of_cols_val_tab_del)
BEGIN
select @error = 1,@error_message = 'Customer Balance is below RS/-100 1You are not allowed to post SO'
END
END
If i follow this instruction it will work for all customers. but i need sales person can not add this document but superior can add this. and i also need credit customer is not allowed to add SO and debit customer is allowed
to add SO.
Regards,
Mizan

Hi mizan700 ,
I can't understand your requirement as how can Salesorder restrict for a SalesPerson . please explain your requirement .
Thanks & regards
Surajit Kundu

SALE UNIT ISSUE IN SALE ORDER

Hi,
Gurus
My clients are maintaining KG as sales unit and LB as Base Unit of Measure.
Now while processing the sales order the sales unit is coming as KG. The requirement is for the particular customer the Square Meter (SM) should come in the sale order instead of KG.
Guide me Gurus.
Regards,
ANAND
Edited by: anand viswanathan on Jan 13, 2010 3:39 AM

Hi ,
In material master you can maintain UOM conversions. I think it will not automatically update in sales order based on customer . But it can help you to maintain condition records for this customer using SQm as UOM in vk12 and not KG . See if this works.
Other opton and the best one will be to use user exit to replace the UOM while creating the order byt aking helpo of some one from ABAP team . refer follwoing link for exits :
http://help.sap.com/saphelp_46c/helpdata/en/1c/f62c7dd435d1118b3f0060b03ca329/content.htm
refer USEREXIT_MOVE_FIELD_TO_VBAP .
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HI! All
We are in process of implementing GATP and we have a requirement of rounding the confirmed quantity in APO.
The standard Library says that it can be achieved provided you carryout availaibility check from CRM system & you should have ECC defence system.
We dont use CRM nor we have ECC defence.
Can rounding be achieved while carrying out availaibility form a normal ECC system.
Has any body tried it.
Please no links & theoritical answers.
Thanks in Advance
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Vaibhav Sareen

Hi
To perform rounding successfully, you must make the settings described Bellow
Procedure
Settings for Rounding to Pack Sizes
Settings in SAP SCM
●     Settings in SCM Basis
a.Define a number range for the packaging specification.
For more information, see the Implementation Guide (IMG) for SAP SCM under SCM Basis ® Packing ® Packaging Specification ® Define Number Range for Packaging Specification.
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ii. Define condition types for the PAK application and the PS usage. Create access sequences, accesses, and condition tables.
iii.       Define a determination procedure.
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●     Settings in SAP APO
Define one or more packaging specifications. To define a packaging specification, on the SAP Easy Access screen, choose Advanced Planning and Optimization ® Global ATP ® Environment ® Packaging Specification ® Maintain Packaging Specification.
Make the following rounding settings for the packaging specification you created:
○     Header Information for the Packaging Specification
Choose one of the following rounding methods:
■      Pack-size-oriented rounding method
The pack-size-oriented rounding method rounds the demand to the next largest or next smallest pack size. Your settings for the packaging specification levels determine rounding.
■      Demand-quantity-oriented rounding method
The demand-quantity-oriented rounding method rounds the demand according to the rounding limits that you specify here. Enter the upper and lower rounding limit (as a percentage of the demand quantity or the monthly demand). The upper and the lower rounding limits are not related to the pack sizes.
Define the minimum quantity. This represents the smallest possible rounding result.
○     Contents of the Packaging Specification
Enter the product, the smallest quantity for the unit, and the unit of measure. The product is not the product to be checked; it is only a reference product for the calculation of the quantity.
○     Packaging Specification Levels
The levels of a packaging specification represent the different pack sizes for the product, such as package, box, and pallet.
i.       Define one or more levels for the packaging specification.
ii.       Specify which level is the smallest pack size.
iii.       If you have chosen the pack-size-oriented rounding method, you can specify either the upper and lower rounding limit (as a percentage of the pack size) or the rounding direction for each level that you have defined after the level with the smallest pack size.
You can specify a rounding direction for the level that represents the smallest pack size, but not rounding limits.
If the demand quantity is smaller than the quantity that is contained in the smallest pack size, the system always rounds up (to the smallest pack size). Confirmed quantities can be rounded to zero.
Each additional pack size can only be defined as a multiple of the previous pack size. You can define 1, 10, and 30 as pack sizes in a packaging specification, for example, but not 1, 10, and 25.
●     Settings in Global ATP
Create a check mode and specify the rounding procedure that you want the ATP check to use as a basis for rounding. In SCM Basis, you have defined the rounding procedure as the determination procedure.
Create check instructions and activate the rounding procedure. After you have activated the rounding procedure, Global ATP rounds according to the specified rounding procedure.
Settings for Rounding to Sales Units
Settings in SAP ECC
In Customizing for SAP ECC Enterprise Extension Defense Forces & Public Security (EA-DFP), activate rounding by setting the Only Complete. indicator. By using the advice code, you specify that only complete packs are to be delivered.
Settings in SAP SCM
Define sales units in the product master on the Units of Measure tab page. To call the product master, on the SAP Easy Access screen, choose Advanced Planning and Optimization ® Master Data ® Product ® Product.
http://help.sap.com/saphelp_scm50/helpdata/en/26/c2d63b18bc7e7fe10000000a114084/frameset.htm
Regards,
Kishore Reddy

How to configure CLI/DNIS based access restriction in 5.3 ?

Hi,
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The equivalebt to NAR functionality can be found at:
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Dear Experts,
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thanks

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