Authorize viewing and processing of Opportunity by Sales Office

[Former Member]

The client has 10 different sales offices in the region, and would like to restrict users to only view the Opportunities which is from the respective sales office. How can i maintain these authorizations so that a user can only see that which is from their sales office?

[spencer_liang]

Hi,

please refer to online help.

http://help.sap.com/saphelp_crm70/helpdata/en/48/a44236ceb873e8e10000000a42189b/frameset.htm

You will need to use crm_ord_lp to restrict logon user per sales office.

Visibility in the organizational model (authorization object CRM_ORD_LP)

If the user is not authorized in the first step of the check, the second check is carried out. This check makes it possible to control the access to transactions, depending on the employee's assignment to certain organizational units via his or her position. This authorization object defines which transactions can be processed by the user in the individual organizational levels, and which activities he or she can carry out here. If the user is authorized for the chosen activity (create, change, display, delete) and the relevant organizational level, no further checks are carried out.

Note

When maintaining the authorization field CHECK_LEV, you should choose only the organizational unit at the highest level of the units to be checked. If, during the authorization check, the system checks the relation to a specific sales organization for example, the organizational units beneath this are also automatically checked. This means that you do not have to choose the (lower-level) organizational unit sales office. This would cause considerable deterioration in performance.

Spencer