Can users display only own documents in Web CRM?

Hello
is it possible to have a limitation for users in diplaying documents (sales order, quotes, tickets, and so on) in web CRM?
Each user can access to own documents with a super user able to display all.
We are in the situation where sales reps do have to displays only own orders, while the Sales Manager can display all.
Thanks
Paolo

As a default, users with the Sales Rep Role will only see their own assigned customers and assigned customer documents in the Sales View. However, they could still search for customers assigned to other reps in any of the search fields.
If you wanted to go further than that you could create a custom role that keeps them from accessing pages or components that allow searching but I doubt you could disable them all without seriously affecting some pages and functions (like searching for a customer's name and contact when creating an activity).
I suspect it would take some custom work to truly isolate every rep and his/her customers and documents from every other rep in every situation.

Similar Messages

Number Ranges-The data is locked by user ... and can be displayed only

I wanted ti define number ranges - Transaction CXEG in Consolidation, and somehow i blocked the data (message: The data is locked by user ... and can be displayed only). How i can unlock the data so i can define new number ranges for this year. Please help

Hi,
Make sure you don't have any open sessions. If not, then go to SM12, and delete the relevant locked entry.
Regards,
Eli

Background Job Still Running - Data Can Be Displayed Only Msg Populated in Maintain Versions (OKEQ) Screen

Hi,
I try to create 2013 FY in "Setting for Each FY" in OKEQ - Maintain Versions unfortunately I have created Null FY, try to delete Null FY on the time it will ask Job schedule, I have cancelled the job & reopen Maintain Versions (OKEQ) screen on the time system populated the msg "Background Job still running - Data can be displayed only"
In Settings for Each FY screen there is no New Entries button, all FY are blocked status, changes was not allowed.
How can I resolve it.
Waiting for your valuable suggestions.
Regards,
Nageswar.

Dear Rajneesh Saxena
Thanks for your prompt reply.
Yes you are correct, on the time of deletion it will ask Background Job Process, for immediate deletion must & should select "NO".
While "Settings for Each FY" screen populates message "Background Job Still Running - Data Can Be Displayed Only" open screen in display mode enter the command "=KILL" in command bar press enter, then you will allow to changes get New Entries button also.
Problem is solved
Regards,
Nageswar.

Can we display only sub totals on the alv grid output

hi,
can we display only the subtotals calculated on the grid display.it should display all the data it shpuld display only the subtotals of it.
if yes can any one please give me the code for
will be awarded with points.

Hi Raju
You can do that
When you are doing fieldcatalog,comment ws_fieldcat-do_sum = 'x'.
if you comment that it wont display totals.
use sort
i_sort type slis_alv...
clear ws_sort.
ws_sort1-spos = '1'<position of field>
ws_sort-fieldname = 'matnr'.
ws_sort-up = 'x'.
append ws_sort to i_sort.
pass this i_sort to FM

How can I get the help documents of Siebel CRM On Demand Answers?

How can I get the help documents of Siebel CRM On Demand Answers?

Click any help link within CRM On Demand to access the Online Help. There is a link in the top right to open the Help as a PDF file. You can even print this 777 page PDF file in part or whole if you really want to.
Mike

User display only his own sales orders

Hi ,
I have a question , I need to setup a user in order to give him only the possibility to create,change an display his own sales orders .
In your opinion this is possible and if yes in which way ?
Thank you for your help
Vittorio

Hi Vittorio,
You can try this method.
Create a Sales Group for the particular user.
Assign the authorization for the sales group only to that particular user.
Make the Sales Group mandatory entry while creating the sales order (VA01 screen).
By doing this the user can can only create / change / display sales orders under his sales group. Hope this helps.
Thanks,
Kumar Venkataraman

Can't display archive change documents for agreement (COND_B)

Hello,
I want to display archive change document for object class : COND_B (agreement) via transaction MEB3:
The archive works fine, and I can found the archive change documents form SARA.
(Archive Objetc = CHANGEDOCU
Archive info structure = SAP_CHANGEDOCU2 (is active))
But the display from the application transaction : MEB3 doesn't work.
In the DEBUG:
the Function module is called automatiquely: COND_B_DISPLAY_DOCUMENT
THEN SUBMIT RSSCD100
THEN The function module is called with the no parameter READ_CHANGEDOCU (ie with space value)
THEN the program reads only from DB
Question : HOW I oblige the program to read from the archive (READ_CHANGEDOCU = 'X') ?
I checked these SAP notes 1050935,1299903, 1308024, 1128954, 1050335
but no results.
May be I forgot some customizing ( SARA,, AOBJ )?
Thanks for your help.

Hi,
As I understand, the change documents archived using the CHANGEDOCU archiving object are no longer available using the application object.
Refer to Notes 1257133 and 140255 where they mention the above point.
If you want to read change documents along with the application, then you must first archive the change documents along with the application.
In your case, for agreements, you should use object SD_AGREEM so that the change documents also gets archived along with the agreements. Refer to note 761281 to check whether the archiving class CHANGEDOCU is already defined along with object SD_AGREEM in your system.
Hope this helps,
Naveen

Can we display only the required dimensions under Dimensions Drop Down list

Hi,
I am using Hyperion Financial Data Quality Management, Fusion Edition 11.1.1.3.00, so far under Activities -> Maps option we used to display all the dimensions used in the application, but now as per the client's requirement we need to display only those dimensions which needs mapping under dimensions drop down list.
Eg)
Now in our Application our Dimension Drop Down list will look show these dimensions
Account
Entity
Legal Entity
Inter company
Reverse 1
Reverse 2
Among these we are doing mapping only for Account, Entity dimensions so we need to hide rest of the dimensions from the Dimensions Drop Down list for which we are not using any mappings (Legal Entity, Inter company,Reverse 1,Reverse 2)
Another thing is these dimensions should be hidden only from the drop down list and not from the Output file generated after the Export.
Some suggestions regarding this issue will be greatly helpful.
Thanks,
Abdulla Javeed Hassan

Hi
If hiding the other dimensions is to prevent users from accessing and changing the mappings then you could do this by amending the object security so that only certain user roles can access the Activities > Maps option.
This will only really work if you have limited users / central team that will control the maps but it is the most obvious way to stop users accessing the maps.
Hope this helps
Stuart

Role composition for ESS to display only own data.

Hi all,
I am trying to compose a role for Employee Self Service for employees to display their payroll, but i couldn't manage to structure it to display only their own personnel data. I had to put the personnel area in P_ORGIN however in that case they become authorised to display all employees' data in that personnel area. Can i use P_PERNR object for this operation? Please advise.
Regards,
Sezin

You can give I in PSIGN field for the infotypes that you want to 'Include' for an employee, and E in PSIGN field for the infotypes that you want to 'Exclude' for an employee.
Whether those Infotypes will be Read or Maintain will be dependent on the value in the AUTHC field.
Hope this helps.
Regards,
Vikas

How can I display only one value of a field with two or more values?

Post Author: skiabox
CA Forum: Crystal Reports
I have a field in my report with 2 or more values (depending of another field id).For example for id = 1 the report gives me 2 names in that field.For id = 3 the report gives me 3 names in that field.I want to display only one of these names in the id row.The selection of name is random.Thanks!

Hello Tim, would barely fit in this situation since this code resides on the client’s interaction side of things. I’d recommend using JavaScript for this matter, e.g. var Data_FName1 = document.getElementById(‘Data_FName1’).value;. If you still opt for using CFML, then you’d go for proxying your JavaScript code to a CFC.

Can we display only the required columns dynamically?

Hi All,
I have a scenario where in I have 30 columns in the rtf template. All the columns will never be displayed, only a select few will be available for display. So the output file is show blank columns. Now I want to display only the columns which contain data.
FYI- We cannot know which columns consist data until we run the report.
Any Advice.
Thanks in advance.
Madhav.

Hi,
You can use the following:
Column header:
<?if@column:/node/child_node="PUBLIC"?>My label<?end if?>
Column data:
<?if:/node/child_node="PUBLIC"?>My data<?end if?>
The @column will tell XMLP wheater or not the column shall be shown.
I hope this helps you.
BR Kenneth

How can I create my own document type

Hello
I want to know if we can create our own document types. With
coloring methods...
Beacause I want to have a coloring methode for my templates,
whose I edit them a lot of with dreamweaver. And it will be simply
if they can have theirs colors.
Sorry for my bad english, but I'm French... ;)
Thank for all

1. in factory sales we are using T.code J1IIN. that time it fetch which type of Billing docu;ment. and how we can see that document. where it isconfigured
You cannot view the Billing type while creating the excise invoice.In SPRO,Tax on Goods Movement-->India >Business Transactions> Outgoing Excise Invoices -->Assign Billing Type to Delivery Types here you maintain the Delievry and Billing types with which you cancreate Excise Invoices.
2.Is there any copy control system between commercial Invoice to Excise invoice?
There is no copy control and the above step controls the relation between the billing and excise invoice.
3.How I can create my own Excise Invoice Document type.
You cannot create your own Excise Invoice Document type but you can create a Sub Transaction type and assign it while creating Excise Invoice to differentiate and pass the values to a different GL.

Can I display only negative values in an X-Y graph

I have my graph set up to run reading two arrays. It is a sine on sine wave and I only want to display the negative results. Is there a way to do this? Is it possible with something like a scan from function? In the end I will be linking this up to an absolute value and having only the negatives be positive, but getting the graph to display only the negative values is the first step.

You can use the Threshhold 1D Array to filter out all values greater than 0.
Cory K

How can I display only the Data Logging pull down menu on my LV front panel?

Is it possible to hide all unused pull down menu on my front panel vi like File, Edit, View etc.. and only
display the pull down menu for the Data logging?!
best regards
Norick

Hey,
You can build your own runtime menu (Edit>runtime menu) and then e.g. only display the application items you want to.
Christian

How can I display only speaker notes on iPad?

I have an IT dept that takes care of getting the ppt slides on the screen. I just want to use my iPad for my notes. Being able to get the notes into my iPad from a ppt would be awesome.

Hey,
You can build your own runtime menu (Edit>runtime menu) and then e.g. only display the application items you want to.
Christian

Can users display only own documents in Web CRM?

Similar Messages

Maybe you are looking for