Z Creation of Business Role

Hi,
I am new in CRM and i want to create a business role for a one is for custmoer and one for Call center Agent.
i know some tcode like CRM_UI_Profile and PFCG but dont know how to create it.
Can you explain me in Step by step manner or any privious Forums or link.
I have searched privious forums but i did'nt get expected.
jim

Hi Jim,
Yes you can create a Z Buisness Role in the crmc_ui_profile (img activity>>CRM>>Business Roles>>Define Business Role).
A business Role is made up of several things namely -
1.Role Config Key : You can create a new or use existing ones.
2.Navigation Br Profile
3. Layout Profile
4.Technical Profile
5.PFCG Role ID
Navigation Bar profile is specific to different business roles. It defines what all links you see on the left hand navigation pane on Web UI. E.g. a marketing professional would see different links than a sales pro or a call center agent.
Similarly you can define other profiles or the use the default profile.You can create a pfcg role id in t-code pfcg and assign it your business role.
Jim, what would be best is to copy a standard role, e.g IC_AGENT and then customize it according to your needs and change the config key, nav bar, layout, and technical profile as per your requirements.
Thanks and Regards
Varun Taneja

Similar Messages

Creation of Business role without allow user the possibility of personaliz.

Hi
I'm new in SAP. and I'm in need. Is it possible create Business Role (in CRM) without the possibility (for the user) to personalize the assignment block and the general setting?
Thanks for your future help!
Stefano

Hi,
this is possible by assigning the Function Profile 'PERSONALIZATION' with value 'ALL_DISABLED' to your business Role in the Business Role Customizing.
Kind regards,
Carl

Individual Account Creation in IC_AGENT business role.

Hi,
After system got upgraded from 6.0 to EHP1, marketing attributes are not working as expected.
When i create an Individual Account type in ZIC_AGENT business role, it gets created successfully but its marketing attributes are not getting set when i check in the Account overview.
There is a BADI implementation of "BUPA_GENERAL_UPDATE", i debugged and found that in FM "CRM_MKTBP_READ_KSSK_AUSP", system is trying to get the attributes from table "ausp"
      select * from ausp into table et_ausp
          where partner_guid = lv_guid
          and klart = 'BUP'.
I think, somewhere configurations are not done correctly. But i am aware where i check all these configurations for markting attributes corresponding to BP. If you know then please let me know.
Thanks
Raman.

Hi,
You can check it in ,
MARKETINGPRO ( business role ) -> Marketing ( work center ) -> attribute Sets
search for the specific attribute/attribute set. go to OV page ..there will b check box for person and organization.
Regards
Sandeep Kumar B

Z Business Role Creation

Hi,
I am new in CRM and i want to create a business role for a one is for custmoer and one for Call center Agent.
i know some tcode like CRM_UI_Profile and PFCG but dont know how to create it.
Can you explain me in Step by step manner or any privious Forums or link.
I have searched privious forums but i did'nt get expected.
jim

Hi,
the best way to create businessroles is to copy existing ones from SAP standard.
You will be able to do this in CRMC_UI_PROFILE.
For example for IC copy the complete role IC_AGENT to your customer role for example ZIC_AGENT.
Afterwards have a look into the entries and change everything you need.
If you need other navigation entries for example exchange the Navigation bar profile.
You can easily create your own navigation bar profile by copying an existing one in CRMC_UI_NBLINKS.
Good luck.
Kind regards
Manfred

Need procedure for creation of BW Roles, Assigning Queries,Publishing Roles

Hi Experts,
Could you please let me know the procedure for creation of BW Roles, Assigning Queries,Publishing Roles in Business Explorer (BEx - BW 3.5)
Thanks in advance,
Andy

Hi,
Creating BW Roles
http://help.sap.com/saphelp_nw04/helpdata/en/52/6714b6439b11d1896f0000e8322d00/frameset.htm
Assigning Queries
After creating the query, save the query to a role from the query designer.
Publishing Roles in Business Explorer
https://websmp101.sap-ag.de/~sapdownload/011000358700002894802003E/HowToBIPortal1.pdf
Hope this helps you..!
-Pradnya

CRM 7.0 How to create Business role & generate

Hi Team,
Can you please let me know some breif idea about CRM 7.0 security guide.
How to created Business role is this part of functional activity?
Whats the role of Technical colleagues BASIS guys in CRM 7.0 security .
Please help me to get some document regarding business role creation , generation , assignment & authorization checks in CRM 7.0.
Thanks & Regards,
Vyash Mishra

Hello Viyash
I will add the most important information for generation of business roles and assignment of authorizations to users.
You must first create the PFCG roles. PFCG role is built based on the Business Role.
Please see documentation in : SPRO
SAP Implementation Guide => Customer Relationship Management
UI Framework > Business roles > Define Authorization Role
Then the PFCG role can be assigned to the business role in
SAP Implementation Guide => Customer Relationship Management
UI Framework > Business roles > Define Business role
Finally you must assign business roles to Organizations or positions in organizations in
SAP Implementation Guide => Customer Relationship Management
UI Framework > Business roles > Define Organizational Assignment
The users that are assigned to such organizations / positions will be therefore linked to the business role.
With the previous steps the users will have the authorizations that are assigned to the PFCG profile that is linked to their business role.
Business roles are the main way to configure authorizations for users in CRM but you have more options that give you flexibility.Each business role has assigned one PFCG role, but the relationship between business role and PFCG role is not strict. You can even assign a dummy PFCG role to a certain business role in business role customizing and then go to transaction PFCG and assign other PFCG role(s) to the users that are assigned to that business role.
I would say that the previous tasks must be performed by the basis team but in cooperation with the functional team
Best Regards
Luis Rivera

Direct Posting to Contracts and Business roles in SRM

Hi guys,
We have SRM 7 and ECC 6.0.
Please consider the following business scenario:
Invoice creation in SRM against ERP contract that has been previously replicated to SRM;
No PO or GR involved in this process;
Possibility to have one contract to vendor A, and the corresponding invoices for different vendors.
Considering this we thought about the following solution:
Activate Direct Posting to Contracts functionality in ERP;
Contract, supplier and materials / services replication to SRM, through PI;
Allow different partners in the contract, using partner role “Invoicing party” (RS), so that it would be possible to post an invoice to vendor B, with reference to a contract with vendor A.
Questions:
Reporting – as far as I know it’s only possible to run analyses for vendors, which in our case would be vendor A, assigned to the contract. However, we will need to have information about the invoices posted to the other business partners that are assigned to that contract. Do you have any idea if there is any standard approach for this?
Contract and business roles replication to SRM – does the contract and the assigned business roles could be replicated to SRM or is it required any specific customizing in SRM for this to be possible?
Any help would be appreciated.
Thanks in advance.
Regards,
AN

Hi,
For direct posting to G/L in MIRO, follow the path:
SPRO > Materials Management > Logistics Invoice Verification > Incoming Invoice > Activate Direct Posting to G/L Accounts and Material Accounts > Here Activate "Dir.posting to G/L acct = active" and save.
MIRO - It will show additional Tab as "GL Account" along with "Reference"
For more check the links:
http://www.saptechies.com/transaction-mr1m-direct-posting-to-gl-account/
http://www.scribd.com/doc/17887583/MM-FI-Account-Determination
Regards,
Biju K

Business Roles & Technical Roles

Colleagues,
With the whole process of creating Business Roles for the implementation of IdM we gotten to thinking and started looking for a best practice when it comes to creating and managing business roles aswell as technical (SAP, ABAP) roles.
Anyone have any good documentation in this regard?
Thx in advance,
Jonathan

Hey Sandeep,
It's a good document but not exactly what I was looking for.
Concerning the Business Roles I was looking for more of a functional (business) view point on the whole business role thing. Something I could use from a technical standpoint to help my customer in the business role creation process.
Concerning the Technical Roles (ABAP authorisations). We have the situation here at the moment that we're dealing with 14 years or role creation in the SAP systems with no guidelines what so ever. So to put it gently: it's a mess. And I was wondering if there was any best practice document out there describing the "best practice" of creating technical roles, handling authorisations in SAP etc.
I realise that the second question doesn't quite fit in this forum but I'm guessing here would be the closest match for the question.
Thx.

Create Business role from workflow

We have problem crating a Business role from workflo in SIM 8.1.0.7. Especially we can not set PrimaryObjectGroup of the newly crated role.
Is there a way to set this parameter or to set the type of the tole to be Business Role not ITrole.
Here is the code for the creation
<set name='roleObject'>
<new class='com.waveset.object.Role'>
</new>
</set>
<invoke name='setName'>
<ref>roleObject</ref>
<s>role1</s>
</invoke>
<invoke name='setAuthType'>
<ref>roleObject</ref>
<s>BusinessRole</s>
</invoke>
<invoke name='setDescription'>
<ref>roleObject</ref>
<s>Test</s>
</invoke>

I was able to create the role by this code:
<set name="rolesvar">
<invoke name='getObject' class='com.waveset.ui.FormUtil'>
<select>
<ref>:display.session</ref>
<ref>context</ref>
<invoke name='getLighthouseContext'>
<ref>WF_CONTEXT</ref>
</invoke>
</select>
<s>Role</s>
<s>Template</s>
</invoke>
</set>
<set name='roleObject'>
<new class='com.waveset.object.Role'>
<invoke name='getPrimaryObjectClass'>
<ref>rolesvar</ref>
</invoke>
</new> </set>
<invoke name='setName'>
<ref>roleObject</ref>
<s>BusinesRole1</s>
</invoke>
<invoke name='setAuthType'>
<ref>roleObject</ref>
<s>BusinessRole</s>
</invoke>
<invoke name='setDescription'>
<ref>roleObject</ref>
<s>Test Business Role</s>
</invoke>
<invoke name='setMemberObjectGroupRef'>
<ref>roleObject</ref>
<invoke name='getObjectGroupRef' class='com.waveset.object.ObjectGroup'>
<select>
<ref>:display.session</ref>
<ref>context</ref>
<invoke name='getLighthouseContext'>
<ref>WF_CONTEXT</ref>
</invoke>
</select>
<s>Org1</s>
</invoke>
</invoke>
But there Template is a real object which have to be created.Is there a static method for geting an objectClass variable and passing it as an argument to the constructor ??
Edited by: piaggio100 on 2011-10-20 16:13

Navigation Bar Profile - Copying business role SalesPro

Dear all,
i am on CRM 7.0 and i have to create a business role copying the standard one SalesPro. Easy.
Therefore, i want to create a navigation bar profile ZSales pro copying the one already used SLS-PRO for the standard one. But when i make the copy, the system requires an entry in the field Action Object for the entry Object Type: BP_ACCOUNT_CHM, Object Action: "empty in standard", target id: MD_BP_OV and highligth: MD_BP_SR where it is blank in standard !!!
The copy then is not fully done and i cannot create an entry with empty field, how can i manage this, please ?
Thanks for your help,
Jay

Hi,
Refer to this thread Error inNavigation bar creation.
Similarly you can skip those entries for the time being and later maintain it again if needed for dynamic navigation.
Hope this helps.
Cheers,
Sumit Mitta

Error while creating Business Role

Dear Frnds,
I am working on webclient , am trying set a Business Role of my own .But it say "You Cannot Assign one PFCG role to different business roles" .As when i copy the standard business role to that role there is no PFCG role assigned. Here i tried copying IC web Manager and do .
Can anyone guide me to solve this.
Appreciate your Help and Thanks in Advance.
Cheers
Ram

Guys,
I got resolved , Follow the Note :-1077251.
Thnxs
Ram

Creation of Business Partner with External BP #,ID type and Identifications

Hi Group,
I have a query on creation of Business Partner with External BP #,ID type and Identification # (along with the Firstname,Lastname,Email, Phone & etc.,) things.
the thing is that I was using a BAPI called "BAPI_BUPA_FS_CREATE_FROM_DATA", to create a BP and I was not able to have an option available for these things (External BP #,ID type and Identification # ) along with that BAPI.
So please kindly let me know how these things can be fetched from a BAPI which can accomodate all the above things mentioned.
Please kindly let me know how it can be achieved.
thanks in advance.
Regards,
Vishnu.

Hi Gerhard,
Infact this reply was very useful, but ,while using the BAPI "BAPI_IDENTIFICATION_ADD" while creating the Id type and Id #s, this BAPI was not enabling this.
I was trying to use this BAPI to create ID #, and it's desc, but, this BAPI was returning like "This BP # does not exist" (in some cases) and in some other cases, it is keeping quiet without giving any indication as whether the things have been updated or not... and also when I checked, things were not getting reflected.
your help would be very much appreciated.
thanks & regards,
vishnu.

Assigning Business Roles - No such task exists

I am trying to create a user ID and assign a Business Role in the process. The attribute that I am using is MXREF_MX_ROLE. It is defined as a multivalue system attribute with a data type of entry reference and the reference type in MX_ROLE.
From my workflow task, I can select the role from the selection window but when I click OK to save to the identity store, I get an error "You have tampered with the params". From the Monitor UI, I see the message "Failed setting value for attribute Member of Role. No such task exists"
I have a Modify User task that uses the same attribute. When I attempt to use it, I get the "Failed setting value for attribute Member of Role. No such task exists". But I do not get the "you have tampered with the params" message.
I am only trying to set this in the identity store right now. I am not yet ready to provision to my ABAP system.
Any assistance is appreciated.

Hi Lori,
in case you have linked privileges to your role, SAP NW IdM searches for tasks in the related repository (as stated in the attribute MX_REPOSITORYNAME of your privileges). Type in the ID of some test tasks in the repository constants MX_DEPROVISIONTASK, MX_PROVISIONTASK and MX_MODIFYTASK and see if it works.
Otherwise, there could be a missing relation the other way round from the role to the user. See if there is a MXMEMBER_MX_PERSON attribute in your role.
Best regards,
Nils

Getting error in IC agent business role while loading components.

The user has been allowed and access to all business role.user are using all business roles but when user click on the IC agent business role the following error arise.
Cannot display view CRMCMP_BPIDENT/BuPaMultipleLayoutVS of UI Component CRMCMP_BPIDENT
An exception has occurredException Class CX_CRM_GENIL_GENERAL_ERROR - Component set CRMIC_DEFAULT cannot be loaded with BP_APPL+EMPTY+IC_ACCT_ID since multiple object definitions exist for component SO2
Method: CL_CRM_GENIL_INTERNAL_MODEL=>LOAD_COMPONENT_SET
Source Text Row: 124
Initialization of view CRMCMP_BPIDENT/BuPaMultipleLayoutVS of UI Component CRMCMP_BPIDENT failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPConfirmedPartners.MainWindow in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRMCMP_BPIDENT/BuPaMainVS of UI Component CRMCMP_BPIDENT
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPConfirmedPartners.MainWindow in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRMCMP_BPIDENT/BuPaMainVS of UI Component CRMCMP_BPIDENT failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRMCMP_BPIDENT/BuPaMultipleLayoutVS in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view MainWindow of UI Component CRMCMP_BPIDENT
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRMCMP_BPIDENT/BuPaMultipleLayoutVS in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view MainWindow of UI Component CRMCMP_BPIDENT failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRMCMP_BPIDENT/BuPaMainVS in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRM_UI_FRAME/WorkAreaViewSet of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPIDENT.MainWindow in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRM_UI_FRAME/WorkAreaViewSet of UI Component CRM_UI_FRAME failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BSPWD_BASICS/WorkAreaHostViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRM_UI_FRAME/MainWindow of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BSPWD_BASICS/WorkAreaHostViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRM_UI_FRAME/MainWindow of UI Component CRM_UI_FRAME failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/WorkAreaViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view Root.htm of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/WorkAreaViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
An error occurred during initialization of the application
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/MainWindow in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
I could not able to diagnose the error from where it is coming and I goggled lot but did not find anything about the above cited issue .
if any of you can help me to solve this soon it will be highly appreciated .

Hi,
I am not sure if this appies here. You might check
SPRO->CRM->crm cross-application components->
Generic interaction Layer/Object Layer ->
component-specific settings->
define simple objects
For these objects 2 rules apply:
1. 'search object name' can only be used once.
2. 'search object name' should not have the same name as any 'object
name'.
Do you have any entries, which break these rules?
If it is related to component enhancement, note 1122248 might help.
Best Regards,
Sigrid

Using fact sheet 'BP_ACCOUNT_FS' in IC business roles

Hi experts!
I have a requirement to customize the fact sheet in IC business role, where the 'ICCMP_AFS' fact sheet always opens. But I need all the assignment blocks and information that is in 'BP_ACCOUNT_FS' fact sheet.
So, is there any way to make that in IC Business Roles there was fact sheet 'BP_ACCOUNT_FS' but not 'ICCMP_AFS'?
This question is extremely important for me.
Thanks in advance,
Andrew.

Hi, Chimalwar!
What I've done:
1. Defined logical link 'ZIC_AFS' in transaction CRMC_UI_NBLINKS, by copiyng it from standard 'IC_AFS'. I only changed the parameter and put it 'BP_ACCOUNT_FS'.
2. Define Profile (choosed the profile I need) -> Define Generic OP Mapping
Choosed my navigation bar profile and made the following customizing:
Object type: FACTSHEET
Obj.Action: B Display
Use target: nothing checked
Target Id: nothing selected
Use Link: checked
LogLink ID: ZIC_AFS
3. Transaction 'BSP_WD_CMPWB', Component: BSP_DLC_FS -> Component structure browser -> Views -> BSP_DLC_FS/factsheet. I've created my own configuration, copying it from standard 'BP_ACCOUNT_FS':
Config key: my own, for my business role
Component usage: <DEFAULT>
Object Type: 'BP_ACCOUNT_FS'
Object Subtype: <DEFAULT>
After confirming Business Partner I can see the fact sheet I defined.
But my task was to see the fact sheet of the business partner when I select it in a call list, before I confirm it. And there was ABAP.
Regards,
Andrew.

Z Creation of Business Role

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