Account edit authorization based on prospect/customer classification

Hi everyone,
Is it possible somehow to ensure that a user is allowed to create and edit prospects but when the prospect flag gets removed the user should not be able to edit the customer data?
The business logic is that when an account is classified as a customer then we do not want sales people to change address data in Cloud for Customer because this will then be replicated as a change to ERP which is considered the master for customer master data.
Br,
Anders

Hello Andres,
We had a similar requirement for one of our Customers who had integration to CRM OnPremise.
They did not wanted users to Create or Change Accounts, but only Prospects.
We used SDK fro that where in we had set the Properties for the Prospect:
1. Make Prospect Flag READ-ONLY & Checked, so that ONLY Prospect creation is permitted.
2. Make the Header & other available items for the Account Object READ-ONLY, this would not allow any user to make changes to the Accounts.
There is a little Custom work involved here of creation of your solution & using the extesnsibility explorer to enhance this.
[Generally, Customers would not like Master data to be flowing back from Cloud to ECC/CRM OnPremise to maintain consistency of Master data, for this case which I have mentioned above, for Accounts, it was a unidirectional integration flow of accounts from CRM OnPremise to Cloud.]
Hope this gives you some direction.
BR
Ankur
Message was edited by: Ankur Godre

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please help

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Regards,
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([email protected])

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Questionnaire for Initial Business Blueprint Design Workshop
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Is the intent to develop a global template for rollout across the organisation?
What are the key business benefits which it is expected the implementation will deliver?
What is the current organisational structure of the Business Units, in which planning is to be implemented?
What are the key characteristics or dimensions by which planning will be performed?
Approximately how many characteristic values would exist for each of these key dimensions/characteristics (i.e. Number of accounts, cost centres, product masters etc.)?
What is the source for Master Data and Meta-Data (i.e. Hierarchies) for these characteristics?
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DATA SOURCES
What source data is required to support the planning process (i.e. Actual results)?
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DATA INPUT
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AUTHORISATION AND CONTROL
Is control over access to either plan and / or reported data required?
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STATUS AND TRACKING
Is there a requirement to monitor the current status of the Planning Process?
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If monitoring and approval is required please define the current review and approval process, additionally highlight any desired changes to this process.
REPORTING/ OUTBOUND INTERFACES
What Plan Reports are generated today?
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What is the current process for report distribution?
Are there desired changes to this process?
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Create prospect customer from UI

Hello to All,
Does anyone know how to create a prospect customer from UI?
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I have completed similar requirement in our CRM 2007 WEB UI.
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Edited by: vadim0770 on Oct 28, 2009 4:37 PM

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Claus
Edited by: Claus64 on Jul 13, 2009 4:10 AM

HI CLause,
On Jul 14 2009, you wrote in SDN and said:
FYI: Found a solution...
The hierarchy analysis authorization will be based on a navigational attribute of cost center.
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Claus
See this thread:
Analysis Authorization based on Hier node with multiple display hierarchies
I am also in the same situation as you and need to understadn your solution. I understand that you created a Nav Attr on 0COSTCENTER and made this auth relevant whilst ensuring that 0COSTCENTER is NOT auth relevant. This is all fine. The issue was you have multiple hierachies for 0COSTCENTER, how did the new Nav Attr help you solve your issue. When loading 0COSTCENTER what values did you load ino the new Nav Attribute and how did that link to the hierachies? Also, in RSECADMIN you created hiearchy nodes based on the Nav Attribute but I am confused as to what values you have in the Nav Attr.
I appreciate if you can share your solution from the past in more details.
many thanks

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http://help.sap.com/saphelp_nw70ehp1/helpdata/en/61/d93822a88e15489a9391f309767366/frameset.htm
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hi,
this is to inform you that,
i refered SAP LIABRARY intensely to give solution to you. but invain.
Prospective Customer - you mean, the customer who is in the first stage of discuission but he identified himself as PROSPECT for our product.
you can use 0005 account group for the same & this account group can be used only when a customer who is in stage of discuission and most of the integration fields will not support as 0001 account group.
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Regards,

Extending prospective customer to Customer

Hi
I have a issue loke--
When i Extending prospective customer(Account group-0005) to Customer(Account group-0001) by mistake we have changed sold to party is different than customer.Now we want same customer number should appear in Sold to party.
Deletion option is not acceptable.
Any suggestion to rectify this problem?

Is any solution to correct it?

Account edit authorization based on prospect/customer classification

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