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[教程] CREATING SAP CRM BUSINESS ROLE

Twilight发表于 2015-11-26 23:45Twilight 最后回复于 2015-11-26 23:45 [复制链接] 2959 0

A lot of SAP standard business roles have been provided. We just need to modify them according to our needs.
Let’s create SERVICE PROFESSIONAL ROLE and configure that role according to our needs.  Remember, we always copy the existing role into customer name space and do the changes.

Go to the following path in the transaction SPRO.

1. Enter the transaction SPRO and choose SAP REFERENCE IMG and execute the option as shown in the below screen shot.
Business Role 1.jpg

2. Next screen, will list all available business roles in the system. Select the role service professional and click on copy as shown in the below screen shot.
Business Role 2.jpg

3. Give appropriate name for business role (starting letter should be Z or Y).  Here we have given ZSERCLIENT. Do not change any another entry except the description. We need to identify the user later so Change the description and save the entries.
Business Role 3.jpg

You will receive message ‘Number of copied entries ‘, choose RIGHT MARK.
Business Role 4.jpg
我们新复制创建的一个Business Role,总共复制429个记录,所有我们一般复制标准,然后修改部分参数符合需求即可。

  • Service professional role is created now. But it is just a copy of the SAP STANDARD ROLE. Now we need to modify this role according to our requirements.
  • See the field NAV BAR PROFILE(导航栏参数文件)which contains the value SRV-PRO.  It is navigation bar profile and controls the look and functionality of the navigation bar. If we want to change the navigation bar associated to this business role , then we need to modify this navigation bar profile. But as standard practice, we need to copy it to the customer name space with some name,   do the modifications and will assign that new profile to this role.
  • There are other fields like functional profile(功能参数文件), technical profile(技术参数文件), PFCG role id(PFCG 角色标识)and ROLE CONFIGURATION KEY(角色配置代码) which are very important to know. We will discuss them later one by one.

Log in to the web ui with the newly created BUSINESS ROLE. But we need to know some basic details on ORGANIZATIONAL MANAGEMENT IN CRM. BECAUSE THERE IS MORE THAN ONE WAY TO ASSIGN BUSINESS ROLE TO THE USER.
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