PCUI - Restrict Accounts Search by Partner Group

Question

Hi,
   Is there a way to restrict the BP Search Results by Account Group in PCUI. We want the Users to access all accounts except those belonging to 1 Partner Group.
Thanks,
Ranjan.

Answer 1

Guys,
  Here is how i have implemented the above requirement. Let me summarize the feature. Customers coming from R/3 should not be modified in CRM, where as CRM Prospects could be created / maintained in PCUI. In order to achieve this,
Step 1:
I created two blview
1. ZPROSPECT - Will List in the Search Result only Prospects. (Filtered on Classification field)
2. ZR3ACCOUNT - - Will List in the Search Result Customers only called as R/3 Customers in the Portal.
Step 2:
Inherited SAP Standard model Access Class in se24.
CL_BSP_ACC_ACCMOD as ZCL_BSP_ACC_ACCMOD.
(Consult an ABAPer) on how to do this.
Step 3:
In IMG -> CRM -> PCUI -> Application Set -> For COMM_BUPA   application, replaced the
CRMT_BSP_SEARES_ACCOUNT CL_BSP_ACC_ACCMOD Root Structure
CRMT_BSP_SEAREQ_ACCOUNT CL_BSP_ACC_ACCMOD Search Structure
as 
CRMT_BSP_SEARES_ACCOUNT ZCL_BSP_ACC_ACCMOD Root Structure
CRMT_BSP_SEAREQ_ACCOUNT ZCL_BSP_ACC_ACCMOD SearchStructure
Step 4:
In ZCL_BSP_ACC_ACCMOD Class defined a New attribute
GV_BLVIEW_ROLE Static Attribute Public CRMT_BSP_BLVIEW BLVIEW
Step 5:
Implemented the interface
IF_CRM_BSP_MODEL_ACCESS_IL~CHECK_ACTIVE_TOOLBAR
METHOD if_crm_bsp_model_access_il~check_active_toolbar .
DATA:  cs_toolbar TYPE crmc_toolbargr.
  CALL METHOD super->if_crm_bsp_model_access_il~check_active_toolbar
    EXPORTING
      iv_object_key            = iv_object_key
      iv_screen_structure_name = iv_screen_structure_name
      it_object_key            = it_object_key
    CHANGING
      ct_toolbar               = ct_toolbar.
  READ TABLE ct_toolbar INTO cs_toolbar INDEX 1.
  IF sy-subrc = 0.
    gv_blview_role = cs_toolbar-blview.
  ENDIF.
ENDMETHOD.
By this method, the blview parameter is stored in the application.
Step 6:
IF_CRM_BSP_MODEL_ACCESS_IL~QUERY
METHOD if_crm_bsp_model_access_il~query .
  DATA: ls_bsp_search_account    TYPE         crmt_bsp_seareq_account.
  ls_bsp_search_account = is_screen_structure.
  IF NOT gv_blview_role IS INITIAL.
    IF gv_blview_role = 'ZPROSPECTS'.
      ls_bsp_search_account-is_prospect = 'X'.
    ENDIF.
    IF gv_blview_role = 'ZR3ACCOUNT'.
      ls_bsp_search_account-is_customer = 'X'.
    ENDIF.
  ENDIF.
  CALL METHOD super->if_crm_bsp_model_access_il~query
    EXPORTING
      iv_screen_structure_name = iv_screen_structure_name
      is_screen_structure      = ls_bsp_search_account
      iv_search_id             = iv_search_id
      iv_seletected_get_field  = iv_seletected_get_field
    IMPORTING
      et_object_key            = et_object_key.
ENDMETHOD.
Step 7:
Like a typical standard process, for ZR3ACCOUNT View, i went through all the field group structure and made the fields as not changeable for that view.
The advantage of this mechanism is, there is no core modification necessary. Also the coding is made minimum.
If you need more details or issues, send me an email to [email protected]
regards,
Sathish