Sales Data tuple field in non-editable mode

[former_member245533]

Dear Experts,

Please suggest me on the following scenario:-

Our requirement is, when customer master record is created with sales area, after creation, sales data should become in non-editable mode so that no-one can change the sales area (except some MDM Log-in) which already created. the same should be applicable when if a customer extended from one sales area to another. We are using sales data as a tuple field in which sales area exist as XXXX, XX, XX. This should applicable in EP and MDM both.

Is this possible to achieve this, please suggest.

Regards

Shailendra.

[Former Member]

Hi Shailendra,

Your requirement can be fulfilled by using Roles and authorizations as suggested already by Prateek.

You need to create two roles:

• Read Only (For those users to whom Sales Org should be non-editable)
• Data Steward (For those users who can have access to change these fields in MDM)

By selecting appropriate functions and read/write access for tuple fields, you can restrict users from changing values of concerned fields.

Now at portal side, you can simply create these fields as read only on Portal screen using programming. For already existing sales areas for customer, you can put value search at portal screen and user will have to select the already created sales area and then make the concerned fields as greyed out on output screen. This way you can restrict change of Sales Area fields.

Kindly check this and let me know.

Thanks and Regards,

Ankush Bhardwaj

[former_member245533]

Dear Prateek and Ankush,

Thanks for your reply, but the issue is every user is assigned with Data Steward role and we can not give the solution on the basis of role.

Can we put a check or write a validation for the same, if yes then how?

Please suggest if this requirement can be achieve by some other way.

Regards

Shailendra

[Former Member]

Hi Shailendra,

One other way to acheive your requirement is that you can use single sign-on between Portal and MDM.

You have to map the roles of Portal and MDM and then allow users to connect only through Portal.

Even if users are having Data Steward role, you can restrict Editing through Portal as described in earlier post. MDM GUI can be provided to only those users who are supposed to edit Sales Data in MDM directly. All other users should be routed to Portal only.

Thanks and Regards,

Ankush Bhardwaj

[former_member193350]

Hi Shailendra,

Above requirement can be achieved if you restrict the authorization for the particular role.

Suppose, Role is selected as "Specialist"

So, In MDM Console, Hierachy-> Under Admin, Go to Roles. Select Role as "specialist" after that below Tables and fields tab is  select the required tuple field  and check its access. whethetr it is Read/write or "Read only".

Hope this helps

Regards

Prateek