CRM business role

Question

Hi all,
       how to create business role and how to assign 5 business roles to an organizational unit.

Answer 1

Hi pramela
Follow the  below SPRO path in CRM system
Customer Relationship Management->UI Framework->Business Roles.
Take any standard business role (say for example SALESPRO) and copy the business role change accordingly as per your requirement.
once this is changed go to transaction PPOMA_CRM (Organization unit maintainance) from here search for relevant  organizationunit  under the organization unit   you will found the positions under the positions you will see the Assignment of either users or Business partners as Central persons.
Here you have to remember two points either you can assign ROLE to Organization unit or Position. If you assign it at organization unit level the sub organization units and positons will get that assigned role.
if you assign at position level , the users only assigned to that position will get that rolee.
How to assign the role. Doube click on any organization unit or position that you want to assign the role, From the menu path
GOTO->DETAILOBJECT->ENHANCEDOBJECTDESCRIPTION after going here you will see Maintain object screen under ACTIVE TAB search(scroll) for the infotype with name BUSINESS ROLE , select the business role and click on create button (on top you will see the create button) in the create screen specify your role.
if you assign five users to the same position then you have to carry this only once, if they are assigned to several positions under differnt organization units you have to assign those many times.
Thanks & Regards
raj