CRM Territory Authorizations

[Former Member]

Hello,

We are implementing CRM 2007. The standard Authorization objects are CRM_TERRMA, CRM_TERRDY, & CRM_ORD_TE.

Business requirement is as follows:

ZIP codes 00000 - 20000 is assigned to Territory 'A'

ZIP codes 20000 - 40000 is assigned to Territory 'B'

Territory 'A' & 'B' falls under Sales manager 'X'

Territory 'A' is assigned to 'Y'

When user 'Y' logs in, he should be able to see only the sales orders he created, he should not be allowed to create/display/delete sales orders in Territory 'B'

When user 'X' logs in, he should be able to create/change/display sales orders created by himself and user 'Y' because he is assigned to Territories 'A' & 'B'.

Need help to know, to achieve this do we need to maintain any other authorization objects. What additional information do we need form CRM functional guys to fulfill this requirement?

Thanks in advance,

VJ

[Former Member]

Hi VJ,

You can achieve this through Authorization Object CRM_ORD_OE

In this you have fields Activity, Distribution Channel, Sales Group, Sales Office, Sales Organization ID, Service Organization ID...through this you can control & restrict the access

You may also need help from Functional Team also for any specific Sales Office creation

Thanks,

Siddhartha J Varma

[Former Member]

I am not an CRM expert but my guess is that by using different instances of the below objects you can control the authorization for the user based on the the territory structure assigned to him.

CRM_TERRMA Territory Management

CRM_TERRDY Territory Managment : dynamic authorization check